WAEstate

Helping Families Preserve Their Wealth and Legacy

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  • Helping Families Preserve Their Wealth and Legacy
  • Helping Families Preserve Their Wealth and Legacy
  • Helping Families Preserve Their Wealth and Legacy

What Our Clients Say

Stress Free! Extremely helpful and informative. Process very smooth and stress free.
Howard and Tina

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ESTATE PLANNING SERVICE

Estate planning is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others.

Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.

When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death. Estate planning can be accomplished through a variety of methods, including:

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FREE Consumer’s Guide to Medi-Cal Planning and Division of Assets

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Protect Your Family's Future

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Elder Law and Medi-Cal Services


Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that we stand a 40 percent chance of needing long-term care at least once before we die. Therefore, everyone should take into account that at some point residency in a nursing home or an assisted living facility may be needed.

However, the substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medicaid.

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Upcoming Seminars

  • Free Living Trust Seminar – CAMPBELL
    • Campbell, San Jose, Saratoga, Los Gatos, Sunnyvale, Santa Clara, Cupertino, Morgan Hill, Milpitas, Los Altos, Los Altos Hills
    • DoubleTree by Hilton at Pruneyard Plaza
    • Thursday, September 14, 2017
  • Free Living Trust Seminar – LOS GATOS
    • Los Gatos, Campbell, San Jose, Saratoga, Sunnyvale, Santa Clara, Cupertino, Morgan Hill, Milpitas, Los Altos, Los Altos Hills
    • Los Gatos Lodge
    • Saturday, September 16, 2017
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Where we are

Campbell Office
3425 S. Bascom Ave, Suite 240
Campbell, CA 95008
Phone: (408) 356-9200

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Aptos Office

9057 Soquel Dr., Bldg B, Suite D
Aptos, CA 95003
Phone: (831) 476-2400

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Campbell Office Hours

Monday8:30 AM - 5:30 PM
Tuesday8:30 AM - 5:30 PM
Wednesday8:30 AM - 5:30 PM
Thursday8:30 AM - 5:30 PM
Friday8:30 AM - 5:00 PM

Aptos Office Hours

*BY APPOINTMENT ONLY



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