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.


Veterans Planning

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


Medi-cal planning

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


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.