NEWS: New CA law makes it easier to protect against Medi-Cal estate recovery
For more information contact Davis Wills & Trusts
WHAT IS ESTATE PLANNING?
- Giving what you have to whom you want, how you want, when you want
- Preparing for the possibility of incapacity
- Creating security for your spouse and loved ones
- Protecting your children and their inheritance
- Preserving your life savings by avoiding probate court, attorney fees, and taxes
- Giving yourself — and your family — peace of mind
SITUATIONS THAT REQUIRE SPECIAL ATTENTION
- Retirement
- Second marriages
- Vacation homes
- Children with special needs
- Small business owners
- Families with small children

AREAS OF PRACTICE
- Estate Planning
- Business Succession
- Tax Planning
- Asset Protection
- International Estate Planning
- Charitable Gift Planning
- Trust Administration
- Incapacity Planning
- Special Needs Planning
- Probate and Post-Death Estate Administration