Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
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The Role of Structured Settlements in Funding Special Needs TrustsThe award you receive from a personal injury lawsuit can be received in a lump sum or as a structured settlement. You may opt for a substantial initial amount with lesser succeeding payments to provide for lost income.
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Is It Necessary to Disinherit Your Special Needs Child for Benefit Protection?In protecting the futures of their children with special needs, families face unique challenges and opportunities.
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Planning for Flexibility in Your TrustEstate planning is important, because the future is uncertain. Planning for flexibility in your trust is possible, with the proper guidance.
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Tips on Creating an Estate Plan that Benefits a Child with Special NeedsParents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs. Proper planning is key.
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Estate Planning For Special Needs ChildrenEstate planning for families who have children with special needs must plan for when they become adults.