Estate Planning Services

Estate Planning Services

  • Estate Planning
  • Asset Protection
  • Inheritance Protection
  • Attorney-guided Planning Session
  • Complimentary Annual Review
  • Comprehensive Will-based Plan
  • Last Will And Testament
  • Comprehensive Trust Based Plan
  • Revocable Living Trust
  • Special Needs Trust
  • Trust Funding Services
  • Emergency Planning
  • Guardianship Nominations For Minor Children
  • Power Of Attorney
  • Advance Health Care Directive
  • Tax Planning
  • Ca Prop 13 Protections
  • Ca Prop 19 Strategies
  • Blended Family Planning
  • Estate Gifting
  • Charitable Trusts
  • Retirement Funds Planning