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  • Home
  • About
    • Testimonials
  • Practice Area
    • Estate Planning
    • Special Needs Planning
    • Trust Administration
    • Limited Conservatorship
    • Probate
  • Areas We Serve
    • Inland Empire Estate Planning
    • Palm Springs Coachella Valley Estate Planning
    • Mammoth Lakes Eastern Sierras Estate Planning
  • Trusts and Estate Planning Blog
  • Client Portal
  • Contact
  • More…
    • Videos/Media
    • Community Events
    • Virtual Tour
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  • You Don’t Have to Be Rich to Need an Estate Plan

    You Don’t Have to Be Rich to Need an Estate Plan

    August 23, 2017July 1, 2022

    Written by Mark EghrariDo you need to be rich to need an estate plan? Absolutely not. At the most basic level, during your lifetime an estate plan allows someone you trust to make decisions on your behalf if you are unable to do so yourself, and after your death, ensures that your assets and your wishes are…

    Read More You Don’t Have to Be Rich to Need an Estate PlanContinue

  • The Social Security Administration’s Special Needs Trusts Review Process

    August 9, 2017July 1, 2022

    ​A Supplemental Security Income (SSI) recipient is eligible to receive a monthly cash benefit when the Social Security Administration (SSA) determines that, among other eligibility criteria, the recipient’s income and resources fall below certain limits. Generally, the SSA includes funds held in trust for the benefit of the recipient towards this resource limit; however, funds…

    Read More The Social Security Administration’s Special Needs Trusts Review ProcessContinue

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