Through entity formation and governance or the use of trust agreements we can shield your assets from collection of debts from creditors, lawsuits and judgments.

A conservatorship is a court case where a judge appoints a responsible party to care for another adult who cannot care for themself or manage their own finances.  With proper planning, convservatorships are less necessary.

A proper plan will protect your wishes, your loved ones and your assets from potential litigation, distractions, disputes, taxes and emotional damage.

Utilizing irrevocable trusts, family limited partnerships and gifting we help our clients reduce or altogether avoid estate taxes.

Assisted living and skilled nursing facilities are very expensive, but it doesn't have to be.  Proper Medi-Cal Planning will reduce or altogether can help you reduce or altogether avoid these costs.

Are documents that give one person the power to act for another person.  The agent can have broad or limited authority to make decisions about the property, finances or medical care.  All of our estate plans include powers of attorney.

While Probate can be avoided not all of us are so fortunate.  Probate can be a very time consuming and costly process.

Trust administration is most commonly a much easier process than probate.  At the same time, it is very nuanced and it is common for a small mistake to have significant tax ramifications.

A will is a legal document that sets forth your wishes regarding of the distribution of your property, amongst other things, upon your death.  Wills are included in all of our estate plans.