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 […]

Annuities Basics: Frequently Asked Questions

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In this blog post, Eric discusses annuities basics and most frequently asked questions. She delves into the advantages of annuities, as well its disadvantages. Additionally, she describes the five types of annuities that you may come across. What are annuities? When a person invests in an annuity, that person is setting the stage to receive income in the […]

Protecting Seniors from Financial Abuse: When is it too much?

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Protecting our loved ones is one of our main duties in life, especially when it comes to the elderly. Protecting seniors help restrict people with cruel intentions from taking advantage of the elderly’s trusting nature, preventing elder abuse and financial abuse. But when is it too restrictive and disrespectful to a senior? The elderly fall […]