client services

Living trust – Avoid probate and the estate tax, plan for incapacity and direct the disposition of your estate at death.

Will – Direct the disposition of your estate at death.

Advance health care directive – Appoint an agent to make health care decisions for you should you become incapacitated. This often includes directives regarding end-of-life decisions (e.g., removal of life-support) and organ donation.

Power of attorney for assets – Appoint an agent to control your non-trust assets should you become incapacitated.

Probate & trust administration – Navigate the process of transferring a decedent’s estate and/or trust assets to the persons or institutions entitled to receive them in a cost-effective and efficient manner.

Wealth transfer planning – Implement a strategy to transfer your wealth to younger generations at minimal cost to you by utilizing methods designed to fit your situation such as gifting (including charitable), business planning, life insurance, and the use of irrevocable trusts.

Trusts for minor & adult children – Provide for the well-being of your minor, young-adult in college, or challenged adult child by customizing a trust for that person’s particular needs or incentives.

Special needs trust – Provide supplemental financial care for a disabled person who receives state assistance.

Discretionary/spendthrift trust – Provide a measure of asset protection for your loved ones.

Pet trust – Provide for the well-being of your pet at your incapacity or death by appointing a caretaker and setting aside funds to be used for the pet’s benefit.

Medi-Cal planning – For those who are married, qualify an ill-spouse for Medi-Cal while protecting existing assets for the well-spouse. For those who are single, plan ahead to qualify.