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 Prtoection 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