FamilyCare™ Maintenance Programs

To help you make sure you and your plan are current, California Estate and Elder Law, LLP offers its FamilyCare™ Maintenance Programs

Proper planning is not just plug and play.  They must allow for a myriad of changes;

  • Family;
  • Personal;
  • Financial;
  • Evolving techniques;
  • Evolving experience of advisors; and Laws, especially Tax and Asset Protection.

Given the continuous process of change, your planning will not accomplish its purpose, if it is not maintained.  The costs of failing to update are typically far greater than keeping your plan current. However, it is hard to know when to make changes and what changes to make.  We are bombarded with sound bites from the media that are often misleading. With all this static, it is hard to sort out what affects your family and your plan.

Our FamilyCare Maintenance Programs allows you to keep your planning up to date in the following areas:

Family Trust Program To help you make sure you and your plan are current, California Estate and Elder Law, LLP offers The Family Trust Program.

 

Beneficiary Trust ProgramDisability, Estate Settlement, and Elder Law Planning often involves the use of various Irrevocable Trusts where the Trustee may not be the Grantor, but has fiduciary responsibilities and liabilities to the Grantor and/or Beneficiaries.

 

Benefits Retention ProgramMany of our valuable clients enroll in our Benefits Retention Program for assistance in filing the required annual re-determination paperwork.

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