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ESTATE PLANNING
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SERVICES
Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.
When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.
Incapacity Planning
Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.
Business Planning
Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.
Elder Law & Medi-Cal Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.
Planning for Those With Special Needs
Assistance in creating plans with disabled familiy members in mind.

Estate Planning for the LGBT Community
Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.

Financial Advisor CE Courses
Comprehensive continuing education programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.
Financial Planning Assistance
Helping clients preserve their wealth and achieve their long-term financial goals.
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