by Jane M. McNamara | Apr 24, 2024 | With Your Family in Mind
SSI and SSDI in California Similar Names but Very Different – The McNamara Law Firm I often discuss the benefits of Special Needs Trusts with clients who have a disabled child. The disabled child usually receives “needs based” government benefits based on their...
by Jane M. McNamara | Mar 27, 2024 | With Your Family in Mind
When A Trustee Goes “Rogue” – The McNamara Law Firm Living Trusts are used to manage assets when the trust creator (settlor) is incapacitated, and also to wind up the affairs and distribute assets when the settlor passes away. The person in charge is called the...
by Jane M. McNamara | Feb 29, 2024 | With Your Family in Mind
Trust Fund Kids: Keeping Your Child’s Inheritance Safe – The McNamara Law Firm Estate planning sounds pretty boring, but it’s actually incredibly interesting when done correctly. It’s the way to control your money and assets for your benefit while you’re alive...
by Jane M. McNamara | Jan 25, 2024 | With Your Family in Mind
Trustee vs. Executor – Is there a Difference? – McNamara Law Firm People often mix up important legal terms, leading to confusion and errors. Trustees and Executors are just one example. These two players have very different roles and operate in different worlds...
by Jane M. McNamara | Dec 29, 2023 | With Your Family in Mind
Estate Planning and Alzheimer’s Prevention Should Include New Years Resolutions – The McNamara Law Firm New Year’s resolutions should include updating or creating your Estate Plan with an experienced Attorney – its important! However, don’t forget to include...