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Trusts are typically straightforward – they are arrangements in which a third party holds assets on behalf of someone else. A special needs trust is a bit more complex. Also known as a discretionary trust, a special needs trust provides for the needs of a child or adult beneficiary who has a disability. The main […]

Here are four benefits to setting up a Special Needs Trust and why you might need it.. 1. They Work With Governmental Programs When you set up a special needs trust correctly, you create a revenue stream that does not impact access to government programs such as SSI or Medi-Cal. The money or assets in […]

When you pass away, your family must address any outstanding debts that you have at the time of your passing. If you do not leave instructions in your will, your assets will simply be sold to address these debts. Anything left over will be distributed to your family based on the laws in California. If […]

COVID-19 changed nearly every aspect of life in the United States. To protect their families, people changed the way they work, shop, and interact with others. The pandemic also changed the way we view our own mortality: death is an unavoidable reality and can come at any stage in life. As the result of this […]

In an ongoing segment on financial planning and advice, a recent article published by the Wall Street Journal highlighted the unique circumstances of a Paradise, CA couple and their family. The pair was seeking advice on a range of topics, including paying down their credit card debt, assessing their financial future, and implementing estate planning […]

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