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.
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.