Recent Blog Posts
ABLE ACCOUNTS
California’s ABLE account program was launched in December 2018. An ABLE account can do some amazing things for those who qualify; yet not enough people know about the program, understand the program and sadly, are not signing up for the program. WHAT IS AN ABLE ACCOUNT? An ABLE account is similar to a 529… Read More »
Fraud Scams Against Seniors
The threat of financial fraud is higher than ever these days, with phishing emails, robocalls, counterfeit prescription drug sales, and misleading telemarketing schemes tricking millions of seniors every year into giving their personal identification numbers to criminals, sending money to con artists, or buying unneeded or faulty products from unethical companies that prey on… Read More »
The High Cost of Raising a Special Needs Child
Parents of children with special needs understand the challenges that face them and their child, and they understand that these challenges will remain for their child after they, the parents, pass away. The extra care and financial assistance that children with special needs require is great, and these expenses may, in fact, grow as… Read More »
Establishing a Special Needs Trust
Although it may be uncomfortable to think about, estate planning is actually one of the best ways to ensure that our wishes are carried out after we pass away. How an estate is set up is largely determined by a person’s specific circumstances. For instance, many people choose to create Special Needs Trusts (SNTs),… Read More »
Detecting the Financial Exploitation of Seniors
While many of us think about financial exploitation of the elderly as a crime that is primarily committed by strangers, the reality is that financial abuse against seniors is being perpetrated at an alarming rate by family members. This type of illegal activity can have devastating financial consequences for its victims, so if you… Read More »
Planning For Long-Term Care
Although planning for long-term care is almost always in a person’s best interests, it is not uncommon for family members to wait until a crisis occurs before actually grappling with this issue, at which point, it is too late to plan ahead. The best time to take inventory of the things that a person… Read More »
Important Legal Strategies for Encountering a Major Health Event
When someone receives a terminal health diagnosis or discovers that he or she must go through a vital surgery, it can cause a significant amount of stress. Additionally, day-to-day life will be seriously disrupted. With everything going through the sufferer’s mind, the last thing he or she wants to talk about is estate planning…. Read More »
Using Your Will to Determine how Debts are Paid Off
Generally, everyone understands that their last will and testament is used to dictate who receives specific assets and other property of the estate. Nevertheless, most people do not realize that they can describe the manner in which particular debts are paid off too. Regrettably, most people’s debts do not just cease to exist after… Read More »
When Trustees Breach Their Legal Duty
In cases where a trustee breaches his or her legal duty, they can be held liable to pay. How much should the trustee be liable to pay? You will be surprised by the answer. Three Types of Situations Where Damages can be Awarded Under PROB CA PROBATE § 16440, trustees are chargeable,when he or… Read More »
5 Reasons Not to Use a Free Power of Attorney Off the Internet
Maybe you are like a lot of people and you simply don’t see the point in spending hundreds or even thousands of dollars on a service which has results you can’t immediately see. For instance, when you hire someone to paint your home, within a few days or weeks, you will be able to… Read More »
