Blog Posts

• SCAM ALERT
• 2019 Social Security Changes
• Managing Medical Bills and Insurance Paperwork: 7 Tips for Maximizing Reimbursement
• FRAUD ALERT: Equifax Breach
• SCAM ALERT: Paying for Copies of Deeds
• Fraud Alert – Medicare Cards
• New Legislation Passed for Special Needs Trusts
• Gift Ideas for Nursing Home Residents
• Paying Home Health Care Workers
• SCAM ALERT: Fraudulent Family Calls
• Estate Planning Program
• Pet Trusts
• Today is World Elder Abuse Awareness Day
• Annual Special Needs Planning Meeting
• Estate Administration Video
• Estate Planning Video
• Should It Stay or Should It Go
• Are You Ready?
• Tax Identity Awareness Week
• SCAM ALERT: Medicare Impostors
• Limitations to the End Of Life Option Act
• Mandatory IRA Withdrawal Deadlines Are Coming Up Quickly
• Gift Ideas for Loved Ones in Nursing Homes
• SCAM ALERT: Veteran Phone Scam
• 2016 Tax Update
• Medicare Open Enrollment Scams
• Medicare Open Enrollment
• Some Facts About Decedent Debts
• SCAM ALERT: Jury Duty
• California Revocable Transfer on Death Deed
• Federal Tax Updates
• FINRA Approves Rule to Help Prevent Elder Abuse
• National Drug Take Back Day
• Lottery Scams: You (haven’t really) won!
• What Can My Special Needs Trust Pay for Without Affecting My Disability Benefits?
• Tax Tips for People with Special Needs and Their Families
• Qualified Disability Trusts Can Offer Tax Savings
• Writing a Memorandum of Intent for Your Child With Special Needs
• A Trust Protector Can Look Out for a Beneficiary’s Interests
• SCAM ALERT: Tech Support Scams
• Should I Disinherit a Child with Special Needs?
• NAELA Summit
• Tax Identity Theft Awareness Week
• Congress Approves Tax-Free Savings Accounts for People with Disabilities
• 2015 Estate and Gift Tax Update
• Your Rights When Purchasing Funeral Services and Goods
• Three Steps to Choosing a Guardian for Your Child with Special Needs
• Accounting Is Not Only Important – It’s Mandatory
• Seniors and Marriage
• Charitiy Fraud Alert
• Health Law Requires Medicare To Cover Dementia Evaluation
• Good News for Seniors and Driving
• Potential income tax benefits for families with special needs children
• Social Security Launches New Expedited Disability Process for Veterans
• What’s the Difference Between ‘Supplemental’ and ‘Special’ Needs Trusts?
• Stetsen National Special Needs Conference
• National Dissemination Center for Children with Disabilities (NICHCY)
• Why Create a Special Needs Trust Before Your Child Turns 18?
• Representative Payees
• October is National Special Needs Law Month
• Three Essential Documents for Parents of Children with Special Needs
• The Funeral Rule
• Home Ownership for People With Special Needs
• Medical Identity Theft
• American College of Obstetricians (ACOG) Recommends Screening Women For Elder Abuse
• The Oldest Man Who Ever Lived
• MEDICAL ALERT SCAM
• Medicare Urges Seniors to Join the Fight Against Fraud
• New Website for Mental Health Resources
• New Americans with Disabilities Act (ADA) Website
• Social Security Administration Revises Rules: Permits First-Party Trusts to Pay for Non-Beneficiary Travel in Some Cases
• Federal Web Site Links to Programs and Services for People With Disabilities
• National Elder Law Month
• Information on Elder Abuse
• National Health Care Decisions Day
• Acedemy of Special Needs Planners Annual Meeting
• Medicare Scam Alert
• Obtaining a Truly Free Annual Credit Report
• Housing Option For Disabled Adults
• Five Signs Your Parents May Need Help
• Spread the Word to End the Word
• Benefit Finder
• When a Good Estate Plan Goes Bad!
• Gift Ideas For Long Term Care Residents
• Deed Scam
• What is Hospice?
• Social Security – Fast Facts and Figures
• Fire Safety for Individuals with Disabilities
• Art Reception
• Invite Others to Contribute to the 3rd Party Special Needs Trust
• Social Security Benefits Increase
• Child Support and Supplemental Security Income
• Choosing an Investment Advisor for a Special Needs Trust
• Centers for Disease Control (CDC) Updates Recommendations for 65+ DPT Vaccinations
• Alzheimer’s Networking for Caregivers
• 10 Tips to Avoid International Scams
• It’s Possible to Discharge a Student Loan Because of Disability
• Social Security to Add Adult Huntington’s Disease to Compassionate Allowances Program
• Medi-Cal vs. Medicare – What’s the Difference?
• SCAM ALERT: Federal Trade Commission (FTC) Issues Alert for Scams Relating to Recent Affordable Care Act Decision
• SSI REPORTING REQUIREMENTS
• House Bill Would Allow Military Retirees to Name Special Needs Trusts As Beneficiaries of Survivor Benefit Plans
• 12 Tips for Understanding Nursing Home Care: A Guide for Families
• Resources to Stay at Home as we Age
• National Health Care Decision Day
• Social Security Announces New Conditions for Compassionate Allowances Program
• SCAM ALERT – Property Notices
• Standard Admission Agreement for California Nursing Homes
• Dementia and Driving
• The Un-Program
• Digital Assets, Do They Disappear If You Are Not There?
• Dementia Reality Tour
• Determining Your Present and Future Social Security Benefits
• Increase in Small Estates Limits
• Solutions to Hearing Loss
• International Day of Persons with Disabilities
• Medicare Open Enrollment Ends Early in 2011
• What You Learn Could Save a Life
• Does A Special Needs Trust Always Have to Pay the State When a Beneficiary Dies?
• Social Security Cost of Living Increase
• October is National Special Needs Law Month
• Knowing Where to go to for Help . . . Priceless!
• Dividing Up The Stuff
• Special Aspects of Estate Planning for Women
• Gifts and Bequests to Persons with Disabilities
• Your loved one just died–what should you do now?
• 2011 Elder Abuse Awareness Day
• Santa Clara County Financial Abuse Specialist Team
• New Information About Retirement Benefit Planning
• Securing Your Child’s Future Is an Extended Family Matter
• Your Digital Afterlife
• Breach Hits 2,400 Medi-Cal Beneficiaries