Our Estate Planning Services

Estate planning is about what protecting what's most important to you, like your assets and your loved ones.  It's much more than legal proceedings, lawyers and paperwork.  We work with you to tailor an estate plan that caters to what you and your family need so that you have peace of mind when you're no longer there to protect them.

Show love for your family by protecting your assets, avoiding probate and reducing or eliminating estate taxes for your loved ones. We draft a complete customized estate plan because we know every family’s needs are different. Every adult must have a Will, Healthcare Power of Attorney and Durable Power of Attorney to avoid Conservatorship, which can become very expensive and frustrating.

Probate is the court process a family goes through when a loved one with substantial assets passes without a Trust or Will. The process is confusing and intricate—and all come during a time when a family is grieving the most. Let our professional experience serve you in restoring your piece of mind and protecting your family's assets by avoiding Probate or by helping your loved ones with the process.

MEDI-CAL TRUSTS: For Medi-Cal Trusts, pre planning is the key because there is a look back period. Medi-Cal Trusts help you to be eligible for the State's Medi-Cal benefits but avoid the State liens on your assets so you can leave your assets to your loved ones lien free. It is a good idea for the children to have their elderly parents have a Medi-Cal trust to save their inheritance.

While your special needs child may get some support from the government, a Special Needs Trust (SNT) will provide those extras for them when you’re no longer able. An SNT will cover their immediate needs and pay for things that public assistant funds will not, and they minimize the chance of abuse of powers and neglect by those charged with caring for your special needs loved one.

There may come a time when your loved one needs someone to make life decisions for them. This is where Conservatorship comes in. By creating a Conservatorship plan, you can save your family heartache later. We can also help you if you're in the situation where Conservatorship has unfortunately become necessary.

If you weren't here who would care for your child? This is a difficult question that parents don’t want to answer, but should have a plan for just in case. We can help you create an estate plan that gives your child the future and protection they deserve. If the parents are deceased and you need help to appoint yourself as the guardians of minors, we can also assist you.