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
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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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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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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29
Jun

Reasons to Consider a Professional Administrator for Your Child’s Special Needs Trust

Selecting the right person to serve as a trustee for a Special Needs Trust is important, as he/she will need to make distributions, file tax returns and carry out numerous other duties that go along with administering a trust.

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31
May

Folsom Special Needs Lawyer: Understanding the Limitations of ABLE Accounts

Most people in the disability community have heard about ABLE (Achieving Better Life Experiences) Accounts. If you haven’t, it is similar to a 529 College Savings Plan, but allows tax-free withdrawals to be used for qualified disability expenses.

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12
Apr

Shocking! Very Few Parents Have Planned Ahead to Protect Their Child with Disabilities

A study in the Journal of Intellectual and Developmental Disabilities reports that only 3.6% of parents surveyed who have children with intellectual and developmental disabilities have established legal guardianship/conservatorship, Powers of Attorney or have secured residential placement for their child in the event the child outlives them.

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CLIENT Story

Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.
Christine

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