Worried about the SSA’s consultative examination? Discover what happens at a CE and how this crucial SSA medical exam impacts your claim.
Legal Blog
What Are ‘Work Credits’ and Why Do They Matter for SSDI?
Confused about SSDI vs SSI in California? Learn the key difference between SSDI (earned benefit) and SSI (needs-based) and how state supplements affect these Social Security programs.
Essential Documents for Your Social Security Disability Application
Get the ultimate disability checklist. Find out what documents you need for your SSDI application to avoid common mistakes and denials.
A Step-by-Step Guide to Applying for Disability Benefits in California
Secrets to SSI eligibility in California. Master the supplemental security income requirements and SSI resource limits to secure your benefits.
How Your Age Can Be a Factor in a Disability Claim
Uncover how Social Security’s secret grid rules for disability over 50 can drastically impact age and disability claims. Learn more.
A Guide to SSI Eligibility for California Residents
TL;DR Navigating SSI eligibility in California requires a deep understanding of the program's strict financial criteria. This guide breaks down the...
Auxiliary Benefits: Can My Family Receive Payments from My SSDI Record?
Discover if your family qualifies for auxiliary benefits from your SSDI record, including SSDI benefits for your spouse and children.
How the Social Security Administration Defines ‘Disability’
Unlock the secrets of how the SSA decides disability. Our guide breaks down the 5-step sequential evaluation for your claim.
Am I Eligible for Social Security Disability? A Look at the Core Requirements
Discover the complex California SSA requirements for disability eligibility and who is eligible for SSDI benefits based on medical conditions.
What’s the Difference Between SSDI and SSI in California?
Uncover the critical difference between SSDI and SSI in California to understand which of these vital Social Security programs fits you.
Checklist: Common Disabling Conditions the SSA Considers
Explore common qualifying medical conditions for disability and learn why the SSA blue book listings are only one path to a successful claim.
Understanding ‘Substantial Gainful Activity’ (SGA) and How It Affects Your Claim
Learn about Substantial Gainful Activity (SGA) and the official SGA limits for 2025. Understand the serious risks of working while applying for disability and how it can affect your claim.
What is a ‘Crummey Letter’ and Why is it Used with ILITs?
Unlock the secrets of the Crummey letter, a vital tool for tax-free gifting to an irrevocable life insurance trust (ILIT).
A Trustee’s Guide to the ‘Prudent Investor Rule’ in California
The Prudent Investor Rule California demands strict fiduciary responsibility from trustees when managing trust assets and risk management.
The Role of a ‘Trust Protector’: An Extra Layer of Oversight for Your California Trust
Discover the trust protector, a key role for adding flexibility to your estate plan, modifying trusts, and removing a problematic trustee.
The Power of the LLC in a California Estate Plan
Unlock powerful asset protection and seamless business succession by integrating an LLC into your California trust and estate plan today.
The Missing Piece of Your Estate Plan: Why You Need a HIPAA
TL;DR Your health care directive designates an agent for medical decision-making, but strict HIPAA privacy rules can prevent them from getting your...
What Does ‘Fiduciary Duty’ Mean for a Trustee or Executor in California?
A deep dive into California’s fiduciary duty reveals the critical legal standard of care every trustee and executor must absolutely follow.
War on the Mansion Tax: California Set for Massive Tax Showdown with Los Angeles as the Battleground
Uncover the truth behind the Mansion Tax in Los Angeles and its impact on housing and the city’s economy.
California Real Estate: Where Can You Still Snatch a California Home for Under $225K?
Explore the current state of California real estate and discover pockets of affordability despite rising home prices.
Joint Tenancy vs. Community Property with Right of Survivorship: A Critical Choice for California Couples
TL;DR For married couples in California, deciding between joint tenancy vs community property is critical. Both options offer the right of...





















