Blog Articles

Young Adult SNT Beneficiary
Estate Planning

A First-Party Special Needs Trust: Keeping an Inheritance or Settlement Without Losing Benefits

What happens when a person receiving SSI or Medi-Cal suddenly receives an inheritance, lawsuit settlement, or other substantial sum of money? Without planning, that money can create a serious problem. Many public benefits are “means-tested,” meaning eligibility depends in part on how much income or assets a person has. A first-party special needs trust can

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September 25, 2026
Woman at work in wheelchair at trendy coffee house
ADA

Understanding the ADA: Ensuring a Bright Future with Special Needs Trusts

Today, a significant event took place at the White House that holds immense importance for individuals with disabilities and their families. President Biden delivered a heartfelt speech at a White House reception in celebration of the Americans with Disabilities Act (ADA), emphasizing the commitment to equality and inclusion for all Americans. In this blog post,

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October 2, 2023

How Will Social Security Change Next Year?

Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.

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December 8, 2022
Social Security
Estate Planning

Working and Collecting Social Security Benefits

For most Americans, Social Security plays an important role in maintaining retirement security. The benefit payments represent an income stream that is free of default, investment, inflation and longevity (outliving your money) risks.

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August 17, 2020
401(k)

I’m Between 55 and 64, How Do I Boost My Retirement Savings?

If you’re between 55 and 64, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money saved can make all the difference, both financially and psychologically. Your focus should be on building out—or catching up, if necessary.

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February 6, 2020
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