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

Long Term Planning: Estate, Government Benefits and Special Needs

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.

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Eligibility for Medi-Cal and Veteran Benefits

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

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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.

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