A special needs trust can provide benefits to families which is why they are an important estate planning tool to be familiar with and understand. Estate planners considering estate planning options should what a special needs trust is and the benefits of having one...

For California parents and relatives who care for a loved one with special needs, it is important to think about the future. The proper care must be provided for their lifetime and it is no guarantee that the current caregiver can continue that indefinitely. This is...

Trusts refer to when property is managed by someone for another person’s benefit. The property that is managed can include real estate, finances and other tangible items of property. A special needs trust is a type of trust that can provide certain benefits to estate...

A child with special needs or a disability may need help with protecting their financial future and assuring that their needs are met. Through effective estate planning, you can address their financial needs by establishing a special needs trust that protects their...

If you're taking care of someone with special needs in California, you've probably wondered who's going to take care of that person after you pass away. To make sure he or she receives the best possible care, it's important to start planning sooner rather than later....

Families who have a loved one with special needs may have many worries, including the cost of their care and how to plan for their long-term needs. Well-intentioned family members may look to wills or other estate planning documents to provide monetary support for...

Estate planning can be complicated, but ensuring that one’s wishes are met post-death is important. This is especially true for those with disabled children and family members as proper estate planning can mean the difference between a normal standard of living and...

As the parent of a special needs child, you know how hard it can be to get through the day. Every task requires more attention. There’s never a break. You love your child, and you’re always ready to meet the next challenge. But how would your child fare if you weren’t...

Life always changes, for better or for worse, but most people do not prepare for the what-ifs. Life-altering events, such as catastrophic injuries or unexpected illnesses, can leave one with intense feelings of helplessness and stress. An affected individual facing...

Creating a special needs trust can bring many California parents peace of mind. They know that their child will receive the supplemental care they need when they are gone.  However, it is important for parents to choose the right trustee to ensure that the trust...