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find a council member providing Estate, Tax, Trust, Retirement, or Medi-Cal Planning |
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Council members serve many areas in California. Click on the area links to the right, the map above, or scroll down to find help in your area. |
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Northern California: Del Norte, Siskiyou, Modoc, Lassen, Plumas, Butte, Glenn, Tehama, Shasta, Trinity, Humboldt, and Mendocino Counties
Sacramento Area: Sacramento, Amador, El Dorado, Placer, Nevada, Yuba, Sutter, and Yolo Counties
Greater San Francisco Bay Area: Sonoma, Napa, Solano, Contra Costa, Alameda, Santa Clara, San Francisco, and San Mateo Counties
Central California: San Joaquin, Calaveras, Alpine, Mono, Tuolumne, Inyou, Tulare, Kings, Fresno, Madera, Merced, and Stanislaus Counties
Monterey Bay Area: Monterey, Santa Cruz, and San Benito Counties
Santa Barbara / San Luis Obispo: Santa Barbara and San Luis Obispo Counties
Los Angeles Area: Los Angeles and Ventura Counties
Orange County: Orange County
Inland Empire: Riverside and San Bernadino Counties
San Diego Area: San Diego and Imperial Counties
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Estate, Tax, Trust, & Medi-Cal Planning about Estate & Trust Planning |
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Northern California: |
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We can provide you contact with various elder care services in Northern California. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Sacramento Area: |
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We can provide you contact with various elder care services in the Sacramento Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Greater San Francisco Bay Area: |
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We can provide you contact with various elder care services in the Greater San Francisco Bay area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Central California: |
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The Law Offices of Philip M. Flanigan Philip M. Flanigan
Since 1986, attorney Philip M. Flanigan has been serving the needs of clients throughout the state of California. Speaking in terms that clients can understand, Mr. Flanigan simplifies the process of planning for the future and provides straight answers to client questions. Please feel free to give us a call to schedule a FREE consultation. Enjoy the peace of mind that comes from having a well-planned estate! Contact us toll free: 877-799-5444
More about The Law Offices of Philip M. Flanigan | Contact Philip M. Flanigan for Help & Information |
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Monterey Bay Area: |
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We can provide you contact with various elder care services in the Monterey Bay area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Santa Barbara / San Luis Obispo: |
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We can provide you contact with various elder care services in Santa Barbara and San Luis Obispo Counties. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Los Angeles Area: |
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Your Estate Coach Susanne Miller
Susanne is the Director of the North Orange County / Northeast Los Angeles County Advisory Board, the Los Angeles County Downtown / Beverly Hills Advisory Board, and the Los Angeles County West LA / Long Beach Advisory Board with the California Care Planning Council (CaCPC).
Her Advisory Boards are designed to be a single source of eldercare providers & advisors who can help the public manage their specific needs and concerns. Some of their particular areas of expertise are: Elder Law, Home Healthcare, Estate Planning, Financial Services, Reverse Mortgages, Veterans Benefits, Medicare, and Real Estate, just to name a few.... You can reach her at: (714) 447-8564
More about Susanne Miller | Contact Susanne Miller for Help & Information |
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Law Offices of Suzanne M. Graves, Inc. Suzanne M. Graves, JD
Suzanne advises business owners and high net worth individuals in the areas of estate, tax, charitable, and business planning. She is a member of the National Network of Estate Planning Attorneys, a fellow of the Esperti Peterson Institute for Wealth Strategies Planning, and has been a senior instructor for The Academy of Multidisciplinary Practice at Michigan State University. She is also a contributing author of Strictly Business: Planning Strategies for Privately Owned Businesses and Love Money Control: Reinventing Estate Planning. Call her at: 909-981-6177
More about Law Offices of Suzanne M. Graves, Inc. | Contact Suzanne Graves for Help & Information |
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Orange County: |
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Medi-Cal Consulting Services, Inc Lisa Ramsey
Medi-Cal Consulting Services, Inc. specializes in providing options that meet your unique Medi-Cal needs while giving you peace of mind. The most important thing you need when questions arise is answers. MCS assists families to find SOLUTIONS and ANSWERS that work. Our advisors are well trained in long term care (LTC) Medi-Cal eligibility options for individuals, couples, and families. MCS provides its services in every county in California. You can reach us at 877.medi-help
More about Medi-Cal Consulting Services, Inc | Contact Lisa Ramsey for Help & Information |
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Law Offices of Heidi Klippel Heidi Klippel
When a family loses a loved one, our firm helps the family by doing trust administration and probate work. For our clients who are business owners or have wealth to protect, our firm assists clients with incorporating, observing corporate formalities in addition to buy sell agreements and succession planning. Call us toll free: (800) 609-4183
More about Law Offices of Heidi Klippel | Contact Heidi Klippe for Help & Information |
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Inland Empire: |
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Area Director, Estate Planner, & Trust Management Esther Wang
As a director, Esther can help you find the right solution and the right person for your needs. Her particular specialties include Medicaid Planning, Elder Law, Estate Planning, Trust Administration and Management, and Veterans Benefits. Contact her at (909) 888-7100
More about Esther Wang | Contact Esther Wang for Help & Information |
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Law Offices of Heidi Klippel Heidi Klippel
When a family loses a loved one, our firm helps the family by doing trust administration and probate work. For our clients who are business owners or have wealth to protect, our firm assists clients with incorporating, observing corporate formalities in addition to buy sell agreements and succession planning. Call us toll free: (800) 609-4183
More about Law Offices of Heidi Klippel | Contact Heidi Klippe for Help & Information |
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San Diego Area: |
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Estate Planner, Veterans & Medi-Cal Benefits Consultant Tony Bevin
As a director, Tony helps you to find the right solution and the right person for your needs. His particular specialty is estate planning, medi-cal, and veterans benefits.
Contact him at 1-800-286-7121
More about Estate Planning | Contact Tony Bevin for Help & Information |
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Area Director & Asset Preservation Specialist Amos Johnson Southern San Diego Co.
As an Asset Preservation Specialist, Amos is committed to educating seniors on their Medi-Cal entitlements, Veterans disability pensions, and to providing solutions tailored to each individual's special needs with over 25 years of experience in financial & retirement planning. You can reach Amos at (619) 420-2460
More about Asset Preservation | Contact Amos Johnson for Help & Information |
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Law Offices of Heidi Klippel Heidi Klippel Northern San Diego Co.
When a family loses a loved one, our firm helps the family by doing trust administration and probate work. For our clients who are business owners or have wealth to protect, our firm assists clients with incorporating, observing corporate formalities in addition to buy sell agreements and succession planning. Call us toll free: (800) 609-4183
More about Law Offices of Heidi Klippel | Contact Heidi Klippe for Help & Information |
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