Our mission is to create and administer personalized and effective estate plans that offer peace of mind for you and your loved ones. We strive to be your trusted resource throughout the life of your plan and to maintain a long-lasting relationship with you as we keep your wishes alive.
How We Can Help
We strive to fulfill your wishes by actively listening and engaging in conversations that help to pinpoint your exact needs. After we have a full in-depth conversation with you, we begin to develop a plan of action. Whether we are creating a simple estate plan for a new family or a more elaborate wealth preservation asset protection trust or even a plan that enables you to qualify for Medi-Cal and other governmental benefits, our hearts and minds are with you every step of the process.
First and foremost, we are here to serve you with your wishes. We are problem solvers committed to providing you legal services in a humanistic manner by giving you our utmost attention. Each of our flat-fee packages comes with a membership option that includes phone calls.
We educate, prepare, and equip our clients with a working estate plan to protect them and their loved ones in case of incapacity or death.
What We Do For You
We provide flat-fee customizable package plans for your needs. Our Estate Planning Services includes wills & trusts, asset protection, advance health care directives, powers of attorney for property and finances, and guardianship. Give us a call at (877) 657-8639 to learn about an estate planning package that fits your needs.
For young families, we have special introductory packages. We also offer Elder Law and Medi-Cal planning packages that assist in receiving and qualifying for critical government support.
- Wills & Trusts
- Elder Law
- Trust Administration
- Guardianship of Children
- Blended Families
- Medi-Cal & Medicare
- Young Families
- Divorced Estate Needs
- Wealth Preservation
- Powers of Attorney
- Healthcare Directives
- Digital Assets
- Special Needs Trusts
- Client Care Plan
- International Marriage
- Embryo Trusts
- Pet Trusts
Elder Law & Medi-Cal Planning
Our goal is to help you preserve as much of your wealth as possible while using the law to substantially reduce government recovery of your assets. Medi-cal concerns are challenging and exhausting. With the right team, your goals will be achieved. We would be honored to assist you in this very crucial planning. Please contact us with your concerns. We would love to be part of your team!
Wills & Trusts
A health care directive is a type of power of attorney that allows you to designate a person to make health care decisions on your behalf in case you cannot.
One of the main distinctions between a will and a trust is that a will usually goes through a process called probate and a trust usually does not. A trust is designed to keep your estate out of probate. A trust spells out who will inherit and it specifies how assets will be transferred to the beneficiary. A revocable trust is a living document and can be changed during the lifetime of the person who created. An irrevocable trust cannot be changed.
No matter how young you are, it is important to put an estate plan in place, especially if you have children. A typical estate plan consists of creating two wills two trusts, and two health care directives for each partner, naming a guardian for your children and appointing someone to manage the assets for the children. You may also need a maintenance trust for your frozen embryos. At this time, it is also a good time to assess your family needs that should include a contingency plan in case of incapacity or disability.
Power of Attorney
A durable power of attorney for finances enables you to designate who will manage your finances. Sometimes it is recommended to appoint two people other times it makes sense to only have one person. It is also worth considering whether the durable power of attorney takes effect at signing or whether to have a "springing power" that takes effect if you are incapacitated.
Trust administration is the process by which the trust assets are distributed after the passing of the settlor (the person who created the trust originally). The trustee will follow the terms of the trust and the laws of the state when distributing the assets to beneficiaries.
At that time, tax returns might need to be filed and certain debts may need to be paid. Sometimes, beneficiaries and assets need to be located. It's important to have an attorney help manage and oversee this process.