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Custom Personalized Solutions for Probate & Estate Planning
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To schedule an appointment with Vinny, please answer a few questions about you and how we can help.
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What do you need help with?
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Will and Trust Disputes
Probate
Estate Planning (create or amend a will, trust, POA, medical directives, etc.)
Conservatorships (gain authority to make decisions for a loved one)
Trust Administration (help trustees avoid making mistakes proper trust admin)
Special Needs Trust Planning (create or manage a trust for an individual with disabilities)
Medi-Cal Planning (long-term care planning)
Financial Elder Abuse (restraining orders, recovery of stolen property or money)
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Do you presently have an estate plan?
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Are you ready to get your affairs in order now?
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Are you married?
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Do you have minor children?
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Do you have more than $184,500 in assets?
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Do you own a home or other real property?
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Do you have an insurance policy?
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Do you have any children or beneficiaries with special needs?
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Do you want to minimize estate and death taxes?
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Do you know who you want to name as your trustee or executor?
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Do you want to minimize fights over your estate?
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Do you want to protect your hard-earned assets if you need long-term care?
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What is your biggest concern?
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