Business Hours
Monday 8:30am - 5:00pm
Tuesday 8:30am - 5:00pm
Wednesday 8:30am - 5:00pm
Thursday 8:30am - 5:00pm
Friday 8:30am - 5:00pm
Accepted Payments
cash, visa, mastercard, debit card, personal cheques
Listed In: Will & Estate Law
We are an estate and elder law planning law firm in Monterey, CA, whose mission is to provide families with quality estate and Medicaid planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We… We are an estate and elder law planning law firm in Monterey, CA, whose mission is to provide families with quality estate and Medicaid planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make informed decisions about your family’s future. <p> Estate Planning: Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate. <p> Elder Law & Medi-Cal: We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses. <p> Special Needs Planning: We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future. <p> Trust Administration & Probate: We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process. Read more