I had the opportunity to participate in a dementia reality tour that our firm co-sponsored at Pacific Gardens. The premise behind the tour is to experience what it is like to have dementia and to gain compassion and understanding from the experience. The tour began by dividing the participants into small groups and outfitting us…
Since 1999, the Social Security Administration (SSA) mailed annual Social Security Statements to you three months before your birthday. These statements were a way to inform you about the amount of Social Security benefit that you would be entitled to receive at different retirement ages (based upon your current earnings), the disability benefit that you,…
As part of an estate administration, it is typical to use a small estate affidavit to claim assets that may have not been titled in the name of a trust, or assets which were “lost or forgotten” by the family. Previously we were limited in the usefulness of this process, as the asset limit for…
