Welcome to the Estate and Medi-Cal Planning Information Center, brought to you by John D. We are an estate and elder law planning law firm in Monterey, CA, whose mission is to provide families with quality estate and Medicaid planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm
you with the information you need to make informed decisions about your family’s future. Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.
