On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, June 28, 2018. California residents who have applied for Social Security Disability may be concerned about leaving the search for their medical records in the hands of a disability examiner. It can be unclear to many applicants what could happen if the examiner is unable to locate all of the necessary records pertaining to their cases. The answer can vary depending on the circumsta...
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The benefits of professional estate planners
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, June 22, 2018. California residents and others who are thinking about creating an estate plan are encouraged to do so with professional help. Ideally, an individual will have an estate planner as well as an accountant or financial adviser as part of a larger team. It may also make sense to consult with an attorney as part of the process of creating a plan to transfer assets to fut...
What to expect at a disability hearing
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, June 21, 2018. People living with disabilities in California often struggle to hold a job. In many cases, they opt to apply for Social Security Disability benefits. These benefits provide a monthly cash income to those who are completely disabled and who have made sufficient contributions to Social Security during their working years.In many cases, an initial disability application...
How medical records impact SSDI and SSI determinations
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, June 15, 2018. Permanently disabled individuals in California and other states may want a better understanding of the role that their medical records might play in determining their eligibility for Social Security Disability benefits. Claimants may be surprised to learn that it is possible to file for Social Security Disability Insurance or Supplemental Security Income without submit...
About trust administration
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Thursday, June 14, 2018. California residents can use trusts as a part of their estate plan to ensure that certain assets are managed according to their preferences. The person they select to oversee the trust should be aware of exactly what the role entails.When it comes to distribution, trusts make a distinction between principal and income. Many trusts, particular those that were estab...
Unique trust administration needs
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, June 8, 2018. We at The Elder and Disability Law Firm, APC, strive to deliver personalized trust planning assistance for individuals in Redlands, California. We are proud to offer our knowledge and guidance to assist with the trust & trust administration of a revocable trust, testamentary trust, living trust, charitable trust, or express trust. We recognize how complex the trust a...
About pour-over wills
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Wednesday, June 6, 2018. People in California who have estate plans centered on a trust may consider using a pour-over will in conjunction with their estate plan. This unique type of will can be useful if the grantor fails to transfer their assets in the trust over the course of their lifetime and there is no other will that specifies to whom those assets should be distributed.A pour-over...
Aging parents need financial health checkups
On behalf of The Elder and Disability Law Firm, APC on Sunday, June 3, 2018. Confronting one's own mortality is never easy, especially when it involves witnessing the physical and/or mental decline of one or both parents.You may know or suspect that your mom or dad is no longer as cognitively sharp as he or she once was. But it is quite another matter to be confronted with undeniable proof that your parents can no longer live independently. Con artists prey on the elderlyIt's no co...
Take wise steps with an unexpected inheritance
On behalf of The Elder and Disability Law Firm, APC posted in estate administration & probate on Saturday, June 2, 2018. When a loved one dies in California, the beneficiary of a will needs to take a few important steps. The first step is to contact the executor or appointed administrator of the decedent's estate. It is important to ask the executor for a copy of the person's will and read the fine details. The second step is to find out if the estate will go through the probate pr...
How to react after a disability application is denied
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, June 1, 2018. If a California resident has had their application for disability benefits denied, it is possible to appeal the ruling. Those who have had their reconsideration appeal denied can ask for a hearing. To improve the odds of obtaining a favorable outcome in a benefits case, an applicant should provide as much information as possible about the injury. There should be enough ...