WAEstate

Helping Families Preserve Their Wealth and Legacy

Connect with us today(408) 356-9200

Attend a Free Seminar

mainbanner
Helping Families Preserve Their Wealth and Legacy

What Our Clients Say

Wonderful client service! Our experience with Litherland, Kennedy & Associates was very professional and efficient. They explained all the details regarding our living trust and answered all our questions. I would highly recommend their services to anyone looking to establish a living trust.
- Denice M

Seminars

Attend a free seminar to learn how to protect your assets while providing for your loved ones

Upcoming Seminars

Special Reports

Free resources for real life issues many families are facing today

READ MORE

Insightful Articles

A wealth of information covering estate planning, elder law and elder care

Learn More

Request a Consultation

Our clients appreciate the hard work and personal service they receive from our team

Contact Now

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:

FIND OUT MORE

estate-planning

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

Receive our Free Guide in the Mail.
  • This field is for validation purposes and should be left unchanged.

Protect Your Family's Future

Download our free "Protecting the Future" worksheet to get started!
  • This field is for validation purposes and should be left unchanged.
trust-administration

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.

FIND OUT MORE

Upcoming Seminars

Subscribe to Our Newsletter

  • This field is for validation purposes and should be left unchanged.

Recent News

Where we are

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

See Larger Map Get Directions

attorneyoffice_hmpg_map

Aptos Office

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

See Larger Map Get Directions

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



Attorney Advertisement

© 2020 American Academy of Estate Planning Attorneys, Inc.