As America ages, more problems with probate, wills, trusts, and long term care are increasing. As a result people are wanting answers to solve these issues. For the past 27 years we have helped families find real solutions.

Probate and Long-term care is expensive. When a loved one in your family has passed away, or needs the services of a nursing facility, the cost can seem astronomical.

We work with clients to assist them in developing an estate plan with the appropriate protections that will protect their estate and loved ones from the high cost of probate and\or long term care.

If Court is needed, we work with our clients to develope a plan that will decrease the expense, time, and stress of Court actions. With over 27 years of experience, we know how to expidite Court cases.

We are trained in the areas of Elder Law, Medi-Cal Planning for Long Term Care, and Veteran Benefits. We understand that 50% of the individuals alive today who are 65 years of age or older will spend some period of their lives needing physical and/or custodial care. Therefore our estate planning documents maxmize the use of Medi-Cal and Veteran Benefit Planning for Long Term Care.

It is critical that your estate planning documents be written in such a way that you dictate how you wish to be cared for in this type of situation. We skillfully balance tax issues, Medi-Cal Issues and Veteran Benefits into our documents.

Unfortunately, most estate planners spend pages detailing complicated trusts that will be in effect only after your death, and little or no attention is given to your desire for quality of life in the event of a disability of you or a loved one. In addition, many estate planners do not take the necessary steps in their estate documents to avoid probate and\or elimiate the possibilty of litigation over disputed clauses.

Our goals are:

1. To counsel you so that you can achieve peace of mind. We will listen to what you have to say, so that we can learn your most important desires. We never elevate our technical skills over our clients stated objectives and comfort zone;
2. To help our clients sleep well at night. We will spend the time it takes to develop a personal relationship with you and to incorporate your values into any of our recommendations;
3. Take the worry and stress out of any Probate or Court proceedings.

Over the years, we have found that many of our clients are deeply concerned about asset protection. Our clients are afraid that what they have spent a lifetime to accumulate will be lost to creditors or predators. As we have listened to our clients, we have heard them tell us that their concerns fall into several major categories:

1. Remarriage of a spouse after the clients death;
2. A child or grandchild who is simply unable to responsibly fulfill a mature adult role;
3. In-law issues, wherein a childs spouse may wastefully consume any inheritance;
4. Liability of heirs due to lawsuits;
5. Taxation;
6. Financial abuse of a surviving spouse by a loved one or care provider;

We have developed tested strategies to assist individuals who have these concerns. If you would like to discuss these matters please call us for a confidential discussion of these concerns at (800) 559-1738.

Serving the cities of Anaheim, Anaheim Hills, Brea, Cerritos, Chino Hills, Corona, Diamond Bar, Fullerton, Garden Grove, Orange, Placentia, Tustin, Villa Park, Yorba Linda, Villa Park, and surrounding cities of Orange County California.

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