Estate Planning

We work to empower you with options that will accomplish your goals and protect your loved ones.

Your values form the foundation of our work.

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Veterans Planning

We assist qualified veterans
in obtaining valuable
Aid & Attendance pension benefits.

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Medi-cal planning

We help families protect resources to promote independence and plan for long-term care expenses. 

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Special Needs planning

 We design plans for loved ones with special needs to promote independence and maximize benefits available.


Trust Administration

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Trust Administration

We help families navigate the trust administration process following the death of a loved one.

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Modification of Irrevocable trusts

We help families seek judicial approval to modify irrevocable trusts, simplifying the trust administration process and achieving valuable income tax benefits.