Estate and Special Needs Planning

Estate Planning provides peace of mind for your future and the future of your loved ones. It may include working with your accountant, financial advisor, and other professionals to ensure that your plan is able to maximize benefits and meet all of your needs.

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VA and Medi-Cal Benefits

We work with individuals and their families to obtain government benefits. We work with the well spouse to allow him or her to remain in the family home, while the ill spouse obtains benefits to receive care. We assist the well spouse in passing on assets to the family without recovery by the state of California.

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Conservatorships

If your judgment or physical ability is or becomes impaired, it is important to obtain the best care option for you to maintain as full a lifestyle as possible.

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