Estate Planning

Planning for the smooth transfer of family assets after death, using living trusts, and other probate avoidance techniques

Estate Planning

Planning for Incapacity

The creative use of Durable Powers of Attorney, Advance Healthcare Directives, and Living Trusts (particularly important in cases of dementia/ Alzheimer’s disease)

Planning for Incapacity

Long-Term Care Planning

Planning to protect family assets in the event of nursing home care

Long-Term Care Planning

Paying for Nursing Home Care

Planning to accelerate Medi-Cal eligibility, reduce or eliminate the need to “spend down,” resources, and avoid Medi-Cal recovery claims against the family home

Medi-Cal Planning

Veterans' Administration Benefit

Planning to accelerate Veterans’ Administration benefit eligibility to World War II veterans and Korean War veterans. Veteran benefits are also available to the widows of these veterans

Veterans’ Administration benefit eligibility

Videos

Vimeo"Wartime Benefits"

Vimeo"Time Frame"

Vimeo"I.V.A.P"

60 Minutes "Why The VA Frustrates Veterans"

60 Minutes "The Harvest Assisted Living"

60 Minutes "Alzheimer's Walk"