OUR SERVICES

ELDER LAW

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  Elder Law, a relatively new development thanks to prolonged life expectancy, is a branch of the law that serves the needs of the elderly and the disabled as well as their family. As many of you who are caregivers may already know, Elder Law covers an impressive range of client issues, both legal and financial. 

TRUST ATTORNEY

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Estate litigation involves wills and matters arising from the death of an individual in relation to their assets. This may include trusts, a fund created by an individual or group intended to benefit another individual or group.

FINANCIAL ADVISOR

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A financial planner and CPA's  is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting up a program to help the client meet those goals. Financial planners specialize in tax planning, asset allocation, risk management, retirement and/or estate planning.

IN-HOME CARE

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If you're like the majority of seniors, you probably want to live at home for as long as possible.  Home care for seniors is healthcare and/or personal care support that's provided in-home. It is designed to delay or prevent moving to a nursing home or assisted living center. There are some activities of daily living; like dressing, bathing driving or grocery shopping, that can become difficult for some seniors. In-home care provides seniors with home health care, non-medical care and even companionship. 

INSURANCE

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 Insurance needs change as we age. Specialized consulting can give you assurance by providing walls of protection. Comprehensive planning.such long-term-care, long term care insurance and Medicare / Medi-Cal coverage are just a few of the decisions that face us today.  

LOAN OFFICER

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Many retirees or near retiring, think it will be difficult to get a mortgage after 65.  Not so! Of course you know about traditional mortgage options such as; Conventional, FHA,  and VA.  But, have you heard about a Drawdown From Retirement or Asset Depletion methods as an option?