For more information or to make an appointment

(619) 235-4357

110 W C St # 1300
San Diego, CA 92101-3978

Request Information

Free Webinar

Don't be fooled by the Myth of Medi-Cal Spend Down

Help your elder loved ones secure quality long-term care, while saving family assets.

Download Webinar

Subscribe to our

Overview of Estate Plans and Trusts

An estate plan is essential; if you do not have an estate plan things you would probably prefer to decide for yourself will be decided for you by others.

These are just a few of the many matters you can control with the right estate planning documents. Without an estate plan, these and other important decisions will be made by courts, legal statutes, or individuals who may not be the people you would have selected. These may be some of the most important decisions in your life. They can affect you significantly if you become disabled, and affect your loved ones after your death.

If a family member has chronic care or special needs issues, public benefits planning can be an important part of an estate plan. In such cases, a plan with specialized language is important to assure both the appropriate care and asset preservation. Unfortunately, we often find that the language allowing you to do such planning is missing, or worse; we find language that makes it impossible. Two examples among many: