Services

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We offer both revocable and irrevocable trusts to meet your unique estate planning needs. Whether you're looking for flexibility or seeking to secure assets for future generations, our team will guide you in choosing the best trust option to align with your family’s goals and ensure peace of mind.

Our office offers charitable remainder trusts, providing a strategic way to support your favorite charities while potentially receiving tax benefits. This trust allows you to donate assets while retaining income from those assets for a specified period, ensuring you can give back while also securing your financial future.

Are you looking for a special needs trust? Our office specializes in creating tailored special needs trusts to ensure your loved ones with disabilities receive the financial support they need without jeopardizing their eligibility for government benefits. We are here to help you navigate the complexities of planning for their future.

Need help with succession planning? Our office provides comprehensive succession planning services to ensure a smooth transition of your business or assets to the next generation. We work closely with you to develop a tailored plan that addresses your unique goals, minimizes tax implications, and preserves your legacy for years to come.

Medi-Cal planning can be difficult to navigate, but our office is here to help. We provide expert guidance to help you understand eligibility requirements, asset limits, and the application process. Our goal is to ensure you receive the care you need while protecting your assets and securing your financial future.

We offer comprehensive business formation services to help you launch your venture with confidence. Whether you’re starting a sole proprietorship, partnership, LLC, or corporation, we provide expert guidance on selecting the right structure, filing necessary paperwork, and ensuring compliance with local regulations. Let us help you lay a solid foundation for your business success!

Veteran trusts are designed to provide financial support and security for those who have served in the military. These trusts help manage assets, protect benefits, and ensure that veterans and their families receive the assistance they deserve. The team is dedicated to guiding you through the process, ensuring that your unique needs are met while honoring your service.

Gun trusts are specialized legal tools that help firearm owners manage their weapons while ensuring compliance with federal and state regulations. These trusts provide a secure way to transfer ownership, facilitate the use of Title II firearms, and protect your rights as a responsible gun owner. Our team is here to guide you through the process of establishing a gun trust, ensuring your assets are protected and your intentions are clearly outlined.

Pet trusts are essential for ensuring that your furry companions are cared for in the event of your absence. These legal arrangements allow you to designate funds and specify care instructions for your pets, ensuring they receive the love and attention they deserve. Our team can help you create a pet trust that reflects your wishes, providing peace of mind for you and a secure future for your beloved pets.