For more information on Estate Planning and protecting your family for the future, please click here. … [Read more...] about Infographic: Donor Advised Funds
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Infographic: Community Foundation Vehicles
For more information on Estate Planning and protecting your family for the future, please click here. … [Read more...] about Infographic: Community Foundation Vehicles
The Dangers of Inheriting Money
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 … [Read more...] about The Dangers of Inheriting Money
Government Benefits: Turn Them Down, Build a Better Life?
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 household about how my mother’s family … [Read more...] about Government Benefits: Turn Them Down, Build a Better Life?
Protecting Seniors from Financial Abuse: When is it too much?
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 into the easily deceived category … [Read more...] about Protecting Seniors from Financial Abuse: When is it too much?