If someone you love has a disability, leaving them an inheritance the wrong way can do more harm than good. A direct bequest — even a well-intentioned one — may disqualify your loved one from critical government benefits like Supplemental Security Income (SSI) or Medi-Cal. With the right planning, you can protect both their financial future and their eligibility for public programs. Below are the questions our clients ask most often when planning for a disabled heir in Califo
