Estate Planning Blog

24
Nov

What Is CalABLE And How Can It Help?

CalABLE is a tax-advantaged account where any earnings on funds in the account are tax-free. Distributions are also tax-free, as long as they are used towards disability expenses.

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22
Oct

National Special Needs Law Month and Long-Term Disability Planning

Celebrated every October, National Special Needs Law Month is that time of year when families, caregivers, attorneys and estate planners across the country are encouraged to explore the long-term needs of those who require specialized, ongoing care.

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01
Aug

3 Things Parents Should Know Before Filling Out The School Emergency Card

In this article I want to dispel the common myth regarding the school emergency cards we all fill out at the beginning of each school year.

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01
Jul

Did You Know Eligible Veterans Qualify for Help Paying for Long-Term Care?

There’s an extremely important, but poorly publicized, VA program we wanted to share with you today.

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03
Jun

7 Signs to Look for When Identifying Financial Elder Abuse

If you have an elder in your life, chances are you’ve felt the need to keep an eye out for them. With scams galore these days, it’s increasingly dangerous to trust anyone.

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01
May

Early Long-Term Care Planning on Your Terms

It's not uncommon for families to come to us with an interest in Medi-Cal planning for themselves or a loved one.

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01
Apr

How Not Properly Planning Can Cost Your Special Needs Child Their Benefits Later

Proper planning for a loved one, be it a child or adult, with a disability or degenerative disease is critical to provide for the time when you can no longer be here.

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01
Jan

Filed for Bankruptcy and Expecting an Inheritance? Watch Out!

Recently a client came in to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken. Smart client!

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17
Nov

How to Handle International Assets and Property in Your Sacramento County Estate Planning

Plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep in mind when including foreign property and assets in one’s estate.

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29
Sep

New Law to Expand Chronic Care Benefits through Medicare

In a rare instance of bipartisan cooperation, Congress recently passed a law that will expand benefits to individuals enrolled in Medicare Advantage plans who have chronic illnesses.

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24
Sep

Folsom Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

If you are over 70 ½ years old, you can donate some or all over your IRA to an eligible special needs charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from your IRA to the charity.

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15
Sep

Ask a Sacramento County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent.

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10
Sep

Folsom Elder Law Attorney: 5 Ways to Protect Older Loved Ones from Financial Abuse

It’s no secret that the elderly are a favorite target of scam artists. Criminals will troll the internet and phone lists looking for seniors that are easy to prey upon due to an illness, disability, or cognitive impairment.

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30
Aug

Folsom Special Needs Attorney: What to Do If You Suspect Abuse by a Conservator

Sometimes teens and adults with disabilities may require the help of others to make daily decisions on their own behalves. When this happens, a conservator is named by the courts who can oversee the individual’s finances and personal care.

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24
Aug

How to Avoid Sacramento County Probate After the Loss of a Loved One

One of the most common questions we receive here at the Chubb Law Firm is “How can I avoid Sacramento County probate?” It’s a hot topic because the California probate process can be long, complex, very public, and costly.

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16
Aug

Folsom Elder Law Attorney: New Elder Abuse Law Offers Protection for California’s Most Vulnerable Seniors

There’s good news for vulnerable seniors in California and across the country. As part of a larger bipartisan bill on banking reform, the Senior Safe Act was signed into law during the month of May.

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09
Aug

Folsom Estate Planning Attorney: Who Can Claim Death Benefits and How to Claim Death Benefits After the Loss of a Loved One

Money is usually the last thing that someone grieving over the loss of a loved one wants to think about. However, death comes with expenses, and most people haven’t taken the time to prepare for them.

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30
Jul

Help! I Inherited a Timeshare. Now What?!

Many people love timeshares. That is, the option to be a part owner of a property which is used for getaways and vacations.

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23
Jul

Folsom Estate Planning Lawyer: How to Use Trusts to Protect Your IRA from an Irresponsible Child

A lot of parents come into our Folsom estate planning law firm with mixed feelings about passing on the balance of their retirement accounts to their children when they die someday.

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13
Jul

Folsom Probate Lawyer: What Happens If Your Child Dies Before You?

What happens when a child dies before the parent? What becomes of the inheritance that a parent plans to leave behind?

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CLIENT Story

My wife, Sue and I really appreciate the concern and care Heather took in doing our estate planning. It has given us peace of mind. Heather keeps us informed of the latest changes in the laws that we might want to consider. We highly recommend her and the Chubb Law Firm.
Ray

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