Subjects We Cover

We provide information, planning and problem-solving services on:

• Powers of Attorney for Health Care
• Paying for Long-Term Care
• Medi-Cal, Medicare, Social Security and Supplemental Security Income (SSI)
• Powers of Attorney for Financial Matters
• Reverse Mortgages / Equity Conversion
• Avoiding Probate
• Beneficiary Designations
• "Pay-On-Death" Accounts
• Joint Tenancies
• Wills, Trusts and Estate Taxes
• Probate and Trust Administration
• Avoiding and Responding to Elder Abuse
• . . . and more