The Dangers of Inheriting Money

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In this blog post, Erin discusses the three options (Special Needs Trust, Medi-Cal Annuity, “Spend-Down” Option) when someone on government benefits inherits money, along with their disadvantages. Sometimes no perfect solution exists. What are Medi-Cal and Supplemental Security Income (SSI)? Medi-Cal is California’s Medicaid program that pays for a variety of medical services for children and adults […]

Government Benefits: Turn Them Down, Build a Better Life?

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Erin discusses where government benefits, such as SSI benefits, has helped her family. Meanwhile, Marc discusses a time when a client turned down Social Security Disability Income benefits during a pivotal moment, and built a better life. How Supplemental Security Income (SSI) Can Be Beneficial I’d like to tell you a personal story from my […]