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Blog

18
Apr

A Comparison of Special Needs Trusts and ABLE Accounts

Special Needs Trusts (SNTs) and ABLE accounts both allow individuals with disabilities to save money without losing eligibility for vital public benefits like SSI and Medi-Cal. At Chubb Law Firm, PC, we’ll help you determine which option—or combination—is best for your family’s unique situation.

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04
Apr

10 Tips to Consider for Special Needs Planning

Planning for a loved one with special needs is one of the most important things you can do to protect their future. These 10 tips will help you plan wisely—without jeopardizing vital benefits or your broader estate plan.

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27
Mar

Estate Planning for Parents of Children With Mental Illness

Mental illness impacts millions of families in the U.S., making proper estate planning essential for protecting children with mental health challenges. At Chubb Law Firm, PC, we help parents create customized plans—including special needs trusts and psychiatric advance directives—to ensure long-term care, financial security, and access to vital benefits.

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15
Nov

Important Information That May Affect Your Estate Plan

The House Ways and Means Committee submitted their proposal to congress on September 13, 2021 that could bring incredible changes to our estate planning clients. As things continue to change, we’ve been keeping an eye on this topic and wanted to share some helpful information and resources for you so you can make a well-informed decision about how to protect your estate plan. The latest proposal on October 28, 2021 removed many of the changes related to estates and trusts.

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08
Jun

Tales From The Front: Part Two - Don't Be a Hero - Hiring the Right Professionals

In Part One, I described the crises that lead to both my parents needing care at the same time. Here is Tales From The Front: Part Two - Don't Be a Hero - Hiring the Right Professionals.

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19
Apr

Taxes, Taxes, Taxes

What do you think of when you hear the word, “tax?” You may think of income taxes or maybe death taxes (estate taxes). The truth is, all of these taxes, along with other ones, too, can affect you and your estate plan. Here’s a brief overview of the different types of taxes

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CLIENT Story

Heather helped my mother get her estate in order before her passing. It was only after that we learned just what a great job Heather did. Recently, I had the opportunity to have the Chubb Law Firm help me also with my estate. I feel confident that Heather and her team helped me to consider all of the appropriate options and to make the right choices including options I DIDN'T KNOW I HAD! This is the kind of law firm one imagines when you think about getting good legal advice.
Sidney

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