Estate Planning

An Estate Plan is the best method for leaving a legacy, protecting yourself & your loved ones.


You will also achieve peace of mind. When done correctly, an estate plan will also minimize costs and stress for loved ones. ​


10 Reasons Why You Should Have an Estate Plan

  1. Take the stress and pressure off your family, thanks to your planning.

  2. Leave a legacy. You get to determine who gets what, when and how.

  3. Have a detailed plan in place in case of your incapacity.

  4. Name guardians for your children. Avoid having them inherit all the money when they become 18 years old.

  5. Avoid probate and save on additional attorney's fees plus costs associated with probate.

  6. Keep your estate assets private - as opposed to having your estate asset information become part of the public probate court records.

  7. Ensure that your children get their inheritance by protecting it case your spouse remarries.

  8. Your estate can be distributed in a much shorter time when compared to court-supervised probate which can take over a year.

  9. Set up a Special Needs Trusts for any beneficiaries on Medicare or other needs-based programs.

  10. Protect your beneficiaries inheritance in case of a divorce, creditor problems, or substance abuse issues. Check out my blog posts for additional info.




Wills & Trusts

A Trust is a legal document created with the primary purpose of specifying who gets what, when, and how much of your estate, after your death. In California, the Revocable Living Trust is the primary method of distributing your assets after your death if you want to avoid the costs of probate court and reap many other benefits.


A Will is a set of instructions regarding your last intentions for your property. Only the beneficiaries named in your will have a right to your property. Wills are a part of your estate plan but a will alone does not avoid probate.

Incapacity Planning

Incapacity Planning is a safety net in case you have a sudden illness or become incapacitated. Incapacity Planning helps your loved ones help you when you are not able to take care of things yourself.


This planning provides your consent for a a trusted person to manage your daily finances and it provides consent and instructions to manage your health. 

This planning is an integral part of  your estate plan.

Special Needs Trusts

Special Needs Trusts are designed to supplement and enrich the lives of people with disabilities and special needs who receive government assistance, such as SSI for permanent disabilities and Medi-Cal for health care coverage. 


These trusts are designed to improve the beneficiary's quality of life, prevent isolation, abuse and neglect without disqualifying your loved one from government assistance programs.

Trust Administration

Trust Administration services are available to help a surviving spouse or successor trustee take care of the post-death administration of a Trust and make the distributions as streamlined and effortless as possible.


Services include legal advice and assistance with gathering the assets, satisfying creditors, help filing appropriate tax returns, and then distributing the remaining assets.