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The Elder & Disability Law Firm, APC 

Understanding Medicare

Long-term care is becoming increasingly common for individuals. With the rising numbers of Alzheimer's cases in the United States, it is imperative that family members protect themselves from the burdening costs associated with long-term care.

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The Elder & Disability Law Firm, APC 

The Roles and Responsibilities of a Special Needs Trustee

Behind every well-crafted special needs plan stands a diligent and capable trustee, ready to uphold the wishes of the grantor and provide support to the beneficiary. The responsibilities of a trustee are important for any special needs planning strategy, requiring a deep understanding of the laws, financial management principles, and compassionate caregiving.

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The Elder & Disability Law Firm, APC

Understanding a Pooled Trust in California

A pooled trust works by pooling the resources of many beneficiaries, but each beneficiary has a separate account for their personal use. When the beneficiary passes away, a portion of the remaining assets may be kept by the trust to assist other members.

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The Elder & Disability Law Firm, APC

Understanding Pour-Over Wills

Estate planning involves creating legal instruments that will distribute assets to your loved ones when you’re gone. The most commonly known document for doing this is a last will and testament, commonly referred to as just a will. However, because wills need to go through probate court proceedings, which can take months, many people create revocable trusts, also known as living trusts, whose asset distributions and other instructions can be completed quickly outside of probate.

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The Elder & Disability Law Firm, APC 

Reviewing and Updating Your Will

A will is not a one-time document; it's a living, breathing legal instrument that should evolve as your life changes. Regularly reviewing and updating your will ensures that it accurately reflects your wishes and protects the interests of your loved ones.

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The Elder & Disability Law Firm, APC 

Dying Without Naming a Legal Guardian for Your Children

Estate planning involves more than just deciding how your assets will be distributed after your death. For parents, it entails making crucial decisions about their children's future, one of which is naming a legal guardian.

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The Elder & Disability Law Firm, APC 

Common Pitfalls of Estate Planning

According to various surveys, fewer than 40 percent of Americans even have a last will and testament in place, and the others say they don’t have enough assets to bother or they’re waiting for the proper time, whatever that might be. Granted, no one likes contemplating the end of life, but you should make plans to care for your loved ones when you’re gone.

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The Elder & Disability Law Firm, APC 

Leaving an Explanatory Letter as Part of Your Estate Plan

We’ve all no doubt seen those TV dramas where someone in an oak-paneled study reads the contents of a will to an assembled audience of heirs and would-be beneficiaries. Suddenly a gasp or two are heard, and it’s clear that someone or more is bewildered as to why they were left out or shortchanged.

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The Elder & Disability Law Firm, APC

Do I Need to Update My Estate Plan if I Move to Another State?

Taking the time and putting in the effort required to create a comprehensive estate plan is an admirable thing to do to provide for your loved ones in the event of your passing. But what if you end up moving to another state? Does your estate plan remain valid, or do differences in laws from one state to another make it necessary to update your plan? These are important questions to consider as you prepare to relocate.

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The Elder & Disability Law Firm, APC 

Can I Leave Property to a Non-Citizen?

Whenever someone seeks to create an estate plan to officially document their wishes for their property when they pass away, they obviously want to be able to give their belongings to anyone they choose. But what if someone to whom they would like to leave the property is not a U.S. citizen? Is it legal to leave something to them? What are the parameters for leaving property to a non-citizen?

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