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Estate Planning

Invest a Few Hours

Everyone should have an written estate plan. We offer estate planning services in the following areas:
  • Complete Estate Plan Trust packages
  • Update existing wills and trusts
  • Special Needs Trusts
  • Medi-Cal, VA aid and attendance qualifying trusts
  • Asset Protection Trusts
  • Charitable Remainder Trusts to reduce or eliminate estate taxes
  • IRA Beneficiary Trusts to stretch out when beneficiaries can access funds
  • Advanced Health Care Directives
  • Advanced Elder Law Power of Attorney to manage financial affairs when necessary
  • Life Insurance trusts to fund your family’s future
Estate Planning

(916) 672-2042

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