Estate Planning
Estate Planning
Protecting your family and your wishes for the future.
Estate Planning
Necessary to ensure your assets are distributed as you want and your wishes are carried out in the event of your passing or incapacitation.
Medi-Cal Benefits Planning
There is a lot of bad information out there when it comes to paying for nursing home care. Strategic planning to qualify for needed Medi-Cal benefits is available to preserve the family assets.
Probate/Trust Administration
A friend/family member’s death is a difficult time. A person’s financial affairs need to be completed upon death, sometimes through a court process called probate.
Ready to Get Started?
Here’s How…
Begin by watching our Estate Planning Workshop
This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home! It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.
Topics include:
- Wills and Trusts
- Probate
- Powers of Attorney
- Advanced Medical Directives