Meeting estate planning needs with a focus on the challenges that face the elderly and disabled.

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Thoughtful and customized planning for all of your long range needs.

1

Wills & Trusts

Correctly drafted estate planning can be a management tool during life and a way to pass on your assets to your loved ones or charitable organizations consistent with your wishes. Estate planning documents may include Trusts, Wills, Powers of Attorney and Health Care Directives. Each is a tool to allow you to control the management of your assets.

2

Special Needs Planning

Special estate planning must be done to address the needs of the disabled. We prepare Special Needs Trusts to allow family members to meet the needs of disabled loved ones without causing them to lose government benefits.

3

Conservatorships

If estate planning has not been completed, or an individual is vulnerable to elder abuse, a court action is filed to manage the financial and personal needs of the senior or disabled individual.

4

Government Benefits

We work with individuals and their families to obtain government benefits such as community based and long term care Medi-Cal, Veterans benefits and SSI.

Protect you and your loved ones by planning NOW for the future...