Avoiding chaos and discord among family members and beneficiaries is a top motivating factor for clients, followed by minimizing estate taxes and avoiding probate. Protecting children from mismanaging their inheritance also continues to be a high priority for clients seeking estate planning services. To learn more, click here.
With the majority of American businesses owned by baby boomers who are at or near retirement age, many experts predict the demand will increase for business exit and succession planning. To learn more, click here.
Do You Own Any Real Property in California? Do You Have Any Minor Children? Do You Have Any Documents in Place Should You Become Incapacitated or die unexpectedly?
While the Veteran's Administration offers numerous benefits programs to veterans, two programs can greatly improve the lives of elderly veterans in need of medical assistance. These programs do not require the veteran to have a service-related disability. Our dedicated staff and network of professionals provide counseling to veterans on their rights to these and other public benefits.
Mr. Scalise helped us put together a comprehensive estate plan for our family and our business. He is a professional and we recommend him highly. Chuck and Janice L.