For more information on Estate Planning and protecting your family for the future, please click here. … [Read more...] about Infographic: Private Family Foundation
Infographic: Donor Advised Funds
For more information on Estate Planning and protecting your family for the future, please click here. … [Read more...] about Infographic: Donor Advised Funds
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?