Estate planning at any age is important. It will ensure you and your family are covered at all stages of life. An estate plan incorporates all the legal documents you need (Trust, Will, Durable Power of Attorney, Health Care Directive, etc.) should you become incapacitated or die. We will provide a comprehensive, fixed price estate package to protect you and your assets from taxes and governmental interference no matter what stage of life you are in young family, middle-aged, elderly.

With more people living into their 80’s, 90’s and longer, the likelihood of needing long-term care increases. However, waiting until the care is needed requires crisis planning to get Medi-Cal to cover the cost (Medi-Cal is the government program that pays for long-term care in California, but only if you are qualified). You may not qualify for it if you haven’t planned properly.

Medi-Cal is the government program that pays for long-term care in California for qualified persons. This means despite paying into this system all your working career, you may not qualify for Medi-Cal if you haven’t planned properly. Long-term care can include in-home health care services and long-term nursing home stays. Long-term care is just one component of planning for later in life, but asset protection for you and your loved ones is just as important.

We help families through the estate administration process. Whether it is trust administration or probate, we have the experience and knowledge to help you through this process calmly and confidently. We help trustees and executors avoid common mistakes and missed deadlines with straightforward guidance and support.

Unfortunately, if your loved one dies without a trust in place you may have to go through probate in the courts to settle their affairs and distribute assets to the beneficiaries or heirs. The last thing you want to do when you are dealing with loss is to also deal with this long, sometimes controversial, expensive legal process.