Estate and Asset Protection Planning

Is Your Estate Plan Up to Date?

Estate planning for our clients does not just address issues of what happens when someone passes away. We are very concerned with helping people through their lives as they become older and require more care.

We look at all of the issues, including who in the family will be able to help in the case of disability of the older person. We also want to help preserve our clients assets for long as possible. We provide options regarding Medi-Cal, VA benefits, and nursing home care. The purpose is to help assure the financial security of our clients and their families, and to provide peace of mind.

Our estate plans are designed to help our clients retain control of their assets for as long as they are able to do so. Our clients want to provide for their loved ones and themselves if they become disabled. When they pass away, they want to give what they have to whomever they want, and the way they want. We address issues regarding the proper way to hold title to various assets, and protecting assets through the use of trusts and other legal instruments.

Our clients control the process, by creating instructions, through the estate planning documents, which allow them to communicate to their family members how their wishes will be carried out when they are no longer able to do so, and without involving the courts.

If you would like to know more about our estate planning options, Contact Us today for a free confidential counseling appointment.