Estate Planning for Seniors and Family Caregivers
We help seniors and their families create estate plans to make sure they’re well cared for throughout their “golden years,” so they leave a legacy even after they’re gone.
Our key
advantages
✓ Asset Protection
✓ Medi-Cal and Benefits Qualification
✓ Work Closely With Lawyers, Banks, And More
✓ Benefits Application Help
Our
services
Our eldercare experts are here to help you navigate long-term care placement and financial solutions. From asset protection and benefit qualification to navigating laws and submitting applications, we’re with you every step of the way.
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Initial Consultation
You’ll meet with Leslie, who will assess your goals, financial situation, and needs.
Strategy & planning
Our team will help you create an estate plan that meets your long-term financial goals and needs.
Implementation
Our team helps you create the documents, accounts, and tools you need to ensure a successful estate.
Already have your
Senior Care Solution?
We also offer expert long-term care advisement in:
✓ Estate Planning
✓ Asset Protection
✓ Care Pre-planning
✓ Benefit Eligibility
✓ Paying for Senior Care
✓ Medi-Cal Qualification
Senior Care Blog
With expert tips and advice, we’ve compiled our knowledge in one spot to help simplify the process of senior care.