Estate planning is a holistic endeavor that is interconnected with the financial planning that you do throughout your life.
When you plan your estate, you arrange for the distribution of your monetary resources after you die. At the same time, you should also prepare for the latter stages of your life.
There is no one-size-fits-all estate plan. Your plan should be custom-crafted to ideally suit your needs. When you work with our firm, we will provide you with personalized attention.
This is a partial list of the estate planning and elder care services that we offer:
- Probate and Trust Administration
- Will and Trust Creation
- Medi-Cal Planning
- Geriatric Care Services/Life Care Planning
- Asset Protection Planning
- Special Needs Planning
- Wealth Preservation
- Incapacity Planning
- Legacy Planning
When you discuss your estate plan with an attorney, you will be covering some sensitive subjects. We understand this, and we take our responsibility to our clients seriously.
We treat you like we would like to be treated. We genuinely care about your well-being, and we want to do everything possible to assist you. We will listen as you explain your objectives, gain an understanding of your situation, and make the appropriate recommendations.
Ultimately you can go forward with a properly constructed estate plan that will bring your legacy goals to fruition when the time is right.
Campbell and Aptos California Estate Planning Resources
If you would like to do some research on your own, we can help. Our firm has compiled a comprehensive series of special reports that cover numerous different estate planning topics.
You can access these reports electronically, and they are available absolutely free of charge. To look at the list of titles and gain download access, simply click this link: Free Estate Planning Reports.
We also have a treasure trove of estate planning articles that you may want to explore.
Geriatric Care and Life Care Planning Resources
Our team consists of experienced professionals trained in the complex areas of Medi-Cal, Medicare, Elder Care, Geriatric Care Management, and Life Care Planning. We are here as your local resource to help with these issues.
To access our Elder Law and Elder Care resources page, follow this link: Elder Law and Elder Care Resources. For more information on geriatric care services, view our geriatric care services slideshare and visit our geriatric care services page.
Estate Planning Seminars
We regularly go out into the community presenting free estate planning workshops and seminars. Visit this page to check out our schedule: Estate Planning Seminar & Workshop Schedule.
Free Campbell and Aptos California Estate Planning Consultation
To schedule a free Campbell and Aptos California estate planning consultation, simply contact us through this website or give us a call at (408) 356-9200 in Campbell or (831) 476-2400 in Aptos.