The Essentials to Estate Planning Workshop
Thursday, May 25
6:30pm – 8:30pm
4229 18th Street
Do You Know the 7 Threats That Threaten The Security of Your Family?
Losing Control/Access to Your Assets
When you Least Expect it
Not Knowing The Law
You Think You Know
Not Knowing Your Predators
You’ll be Surprised
Your Health Fails
It’s Never Expected
Failing to “Plan When You Can
As Opposed to When You Can’t
Not Working With Qualified Professionals
How Would You Know?
Don’t Know Costs
The Real Costs
ASSET PROTECTION, ESTATE PLANNING AND ELDER LAW
Safeguarding You and Your Life’s Work
My practice is dedicated to providing education and counseling to families in the areas of Asset Protection, Estate Planning, and Elder Law. My firm is an education based firm with no hard sale pitches. We help you to identify and reduce the risks to you and your loved ones such as creditors, predators, family indiscretions, and costs of long-term care. Through our education process we will walk you through the planning options that keep you in control, work when you need them, and safeguards your life’s work.
I believe that planning is most successful when a team approach is pursued. With your permission, I will work directly with your family, financial advisors, insurance professionals, accountants, and professional care givers, and anyone else you name to achieve the best results for you, your loved ones, and estate.
GET EXPERT ANSWERS
Our firm can help you and your family in the following areas of financial planning.
Medi-Cal is California’s program for administering federal Medicaid funds. We can help you navigate Medi-Cal and its several different programs. Let us help you secure quality nursing home care while protecting your family’s assets. Read more…
Don’t leave you family guessing or powerless to make critical decisions, and don’t leave the door open for the state to determine your medical decisions for you. Contact us today to make sure you have your health care documents in order. Read more…
If you cannot pay bills, get records or make other decisions, your family will be prevented from helping you get treatment , pay doctors or for Medicare. For that reason if you become unable to manage your personal or business affairs, it may be necessary for a court to appoint one or more people to act for you. Read more…
The Veterans Aid & Attendance benefit is perhaps the most misunderstood and underutilized resource available to help millions of veterans and their families pay for care. Will you qualify for any of the Veterans Pension Benefits? Read more…
A will is a legal declaration by which you name one or more persons to manage your estate and provide for the distribution of your property at death. If you own assets in your name alone, they may pass from you to the people you love, as long as you leave a Will. Without a Will, your assets pass according to the State’s rules, also known as intestacy. Read more…