While every individual and family is unique, over the years we have found that most people want their estate plan to accomplish all of the following:

  • Control your property while your are alive and well
  • Provide for your loved ones and yourself if you become disabled
  • After you pass away, give your assets to whomever you want, when you want, and the way that you want

This is what we do for every family that we serve. Remember: Estate Planning is not just about what happens to your assets after you pass away, but also involves looking at a wide range of issues, including the needs or disability of yourself or a dependent spouse or child, long term care, probate avoidance, tax issues, Medi-Cal, nursing home costs and asset protection for you and your loved ones. We can provide you with a comprehensive plan that includes all of the following services, or just some of them, depending upon your unique situation:

  • Revocable Living Trusts
  • Revocable Living Trusts With Long Term Care Provisions
  • Wills
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Authorizations
  • Irrevocable Trusts
  • Special “House Trusts” To Protect Against A Medi-Cal Claim
  • Veterans’ Trusts
  • Life Insurance Trusts
  • Gift Programs
  • Minors’ Trusts
  • Tax Planning
  • Business Buy-Sell Agreements
  • Specialized Trusts For Certain Professional Practices (e.g. Dental Practice)

Click here to learn more about Estate Planning