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Next Seminar:


Thurs. August 1, 2019

2:00pm - 3:30pm


Walnut Creek Civic Park Community Center Social Hall

1375 Civic Dr.,

Walnut Creek, CA 94596


"How to get Medi-Cal coverage for your nursing home care... without selling your home or leaving your family without a dime... Surprising ways to pay for your assisted living and long term care costs."

Estate Planning and Elder Law Estate Planning


Is Your Estate Plan Up-to-Date?

Estate planning for our clients does not just address issues of what happens when someone passes away. We are very concerned with helping people through their lives as they become older and require more care.

We look at all of the issues, including who in the family will be able to help in the case of disability of the older person. We also want to help preserve our clients assets for long as possible. We provide options regarding Medi-Cal, VA benefits, and nursing home care. The purpose is to help assure the financial security of our clients and their families, and to provide peace of mind.

Our estate plans are designed to help our clients retain control of their assets for as long as they are able to do so. Our clients want to provide for their loved ones and themselves if they become disabled. When they pass away, they want to give what they have to whomever they want, and the way they want. We address issues regarding the proper way to hold title to various assets, and protecting assets through the use of trusts and other legal instruments.

Our clients control the process, by creating instructions, through the estate planning documents, which allow them to communicate to their family members how their wishes will be carried out when they are no longer able to do so, and without involving the courts.

If you would like to know more about our estate planning options, Contact Us today for a free confidential counseling appointment.

California Estate Planning Test

Is your estate plan up to date? Click Here to take a quick and easy that will inform you if your estate plan needs to be updated.

California Estate Planning FAQ

Click Here to see 10 important questions and answers regarding estate planning in California. Topics include living trusts and avoiding probate.

Newsletters: Estate Planning

Medi-Cal and the Home: Avoiding California's Recovery System - In 1993, the California legislature allowed the State Department of Health Services’ Recovery Unit to beef up its ability to recover Medi-Cal assets expended by the State for nursing home beneficiaries. The result has been that California has become one of the most aggressive States in this regard. Click Here to read entire newsletter.

Use of the Financial Durable Power of Attorney in Estate Planning - One of the most important legal documents comprising an estate plan is the Financial Durable Power of Attorney.(Financial DPA) This document, which can be signed by anyone age 18 or older, (the Principal) allows another person (the Agent) to handle all of the Principal’s financial..... Click Here to read entire newsletter.

A Wonderful Gift to Parents of Baby Boomers - The “graying of America” is in full force. A “Baby Boomer”, of which I am one, turns 50 every 71/2 seconds. And, people are living longer than ever before. By the time adults reach the age of 85, one out of every two requires nursing home care. According to the U.S. Census Bureau, the number of.... Click Here to read entire newsletter.

Protection of the Home Under the Deficit Reduction Act (D.R.A.) - On February 8, 2006, President Bush signed into legislation the 776 page Deficit Reduction Act of 2005 which includes Medicaid eligibility and nursing home coverage regulations we previously wrote about. The new legislation requires that the states bring their laws into conformance with..... Click Here to read entire newsletter.

What Happens if We Don't Die? Mr. and Mrs. Wopsle. I recently met with a very nice couple who are in their mid eighties. I will call them Mr. and Mrs. Wopsle for convenience purposes. The Wopsles have four children and numerous grand children. The Wopsles..... Click Here to read entire newsletter.

My Client "The Wave" Holding Court - Holding Court: My estate planning client, Mrs. Nickleby, (not her real name) who is 86 years old, came into my office with her two “boys” both in their 50’s. Mrs. Nickleby commenced holding court with her sons and myself. She was very specific about her requests and desires for her remaining..... Click Here to read entire newsletter.

Durable Powers of Attorney for Financial Affairs What is a durable power of attorney for financial affairs? We have many inquiries in our office regarding durable powers of attorney, what they are, and how they work. Our financial durable power of attorney is entitled DURABLE POWER OF ATTORNEY FOR MANAGEMENT OF PROPERTY AND..... Click Here to read entire newsletter.

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