What is Estate Planning?
Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence.
What is Medi-Cal planning?
Medi-Cal Planning is about asset preservation. It involves the purchasing, transferring, conversion and/or liquidating of assets to enable you or your loved one to qualify under Medi-Cal's test of income and resources.
Upcoming Seminars...
Wednesday, January 27
Carlsbad
Wednesday, February 24
Oceanside
Thursday, February 25
Fallbrook
Friday, February 26
Escondido
Saturday, February 27
Vista
“I learned about the new laws… Best seminar I ever attended.” —Mike W.