Estate Planning

Necessary to ensure your assets are distributed as you want and your wishes are carried out in the event of your passing or incapacitation.

A friend/family member’s death is a difficult time. A person’s financial affairs need to be completed upon death, sometimes through a court process called probate.

There is a lot of bad information out there when it comes to paying for nursing home care. Strategic planning to qualify for needed Medi-Cal benefits is available to preserve the family assets.

Trust administration is the process of managing and distributing the assets of a trust according to the terms of the trust document.