Category: Special Needs Planning

How to Create a Special Needs Trust for Your Loved One in Palm Springs When you care for a child or loved one with a disability, their future is always on your mind. You may wonder how to ensure they’ll have the support, independence, and quality of life they deserve, especially when you’re...

What Is a Letter of Intent, and Why Is It Important in Special Needs Planning? Providing for a child or loved one with special needs can be challenging. If you leave them a large inheritance, it could make them ineligible for government benefits. A Special Needs Trust can solve the problem. However,...

If you have a relative with special needs, it is guaranteed that they will need financial, medical, and caregiving assistance for the rest of their lives. And if you are the primary source of that assistance, there is a good chance that your relative will need that assistance after you are no longer...

When someone is living with a disability that makes them unable to sustain gainful employment, Social Security Income (SSI), Medicaid (known as MediCal in California), and other government benefits can often help to put a roof over their head and food on their table. But in order to qualify for these benefits, the individual...