|
find a council member providing Estate, Tax, Trust, Retirement, or Medi-Cal Planning |
|
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. |
|
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 / Coachella Valley: Riverside and San Bernadino Counties
San Diego Area: San Diego and Imperial Counties
|
|
Estate, Tax, Trust, & Medi-Cal Planning about Estate & Trust Planning |
|
|
Northern California: |
|
|
|
|
|
Medi-Cal Consulting Services, Inc Lisa Ramsey - Serving all of California
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
About Medi-Cal Consulting Services, Inc | Contact Lisa Ramsey for Help & Information |
|
|
|
|
Sacramento Area: |
|
|
|
|
|
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 |
|
|
|
|
Greater San Francisco Bay Area: |
|
|
|
|
|
|
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 |
|
|
|
|
Central California: |
|
|
|
|
|
|
We can provide you contact with various elder care services in Central 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 |
|
|
|
|
Monterey Bay Area: |
|
|
|
|
|
|
John D. Laughton, Esq. Law Offices of John D. Laughton A Professional Law Corporation
We are based in Monterey, CA and serve residents of the Monterey Peninsula and surrounding areas, through the use of Living Trusts, Wills, Powers of Attorney, Irrevocable Trusts, to help families plan their estates, preserve their wealth for future generations, minimize estate taxes, and avoid the expense of probate. We want you to feel comfortable discussing these important issue by providing a confidential initial meeting without cost or obligation to you. You can reach us at: (831) 649-11220
More about Law Offices of John D. Laughton | Contact John D. Laughton, Esq. for Help & Information |
|
|
|
|
Santa Barbara / San Luis Obispo: |
|
|
|
|
|
|
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 |
|
|
|
|
Los Angeles Area: |
|
|
|
|
|
|
Medi-cal Benefits, Inc. - Leslie Coulson, COO
We understand the many concerns individuals and families face as they begin to plan for long-term care. There are challenging financial and legal decisions that occur as a loved one requires ongoing care. While there are many federal and state benefit programs that are designed to provide assistance, far too many people fail to fully grasp how these programs function and what is required for eligibility. Our mission is to work closely with our clients to make sure they understand the many legal options to protect assets and qualify for benefits that will help pay for long-term care. You can reach us at (909) 985-4466
About Medi-cal Benefits, Inc. | Contact Leslie Coulson for Help & Information |
|
|
The Law Offices of Antoinette Middleton - Antoinette Middleton
"PLAN WHILE YOU CAN." Tomorrow is not promised. In these uncertain times, things can occur to make the good life you've earned a lot more complicated. At The Law Offices of Antoinette Middleton we know you've worked hard to achieve the life you have today. Let us help you protect your financial achievement by designing a customized estate plan for your family.
You can reach him at (619) 235-9501 option#5
About the Law Offices of Antoinette Middleton | Contact Antoinette Middleton for Help & Information |
|
|
|
|
Orange County: |
|
|
|
|
|
|
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
About Medi-Cal Consulting Services, Inc | Contact Lisa Ramsey for Help & Information |
|
|
Medi-cal Benefits, Inc. - Leslie Coulson, COO
We understand the many concerns individuals and families face as they begin to plan for long-term care. There are challenging financial and legal decisions that occur as a loved one requires ongoing care. While there are many federal and state benefit programs that are designed to provide assistance, far too many people fail to fully grasp how these programs function and what is required for eligibility. Our mission is to work closely with our clients to make sure they understand the many legal options to protect assets and qualify for benefits that will help pay for long-term care. You can reach us at (909) 985-4466
About Medi-cal Benefits, Inc. | Contact Leslie Coulson for Help & Information |
|
|
|
|
Inland Empire / Coachella Valley: |
|
|
|
|
|
|
Medi-cal Benefits, Inc. - Leslie Coulson, COO
We understand the many concerns individuals and families face as they begin to plan for long-term care. There are challenging financial and legal decisions that occur as a loved one requires ongoing care. While there are many federal and state benefit programs that are designed to provide assistance, far too many people fail to fully grasp how these programs function and what is required for eligibility. Our mission is to work closely with our clients to make sure they understand the many legal options to protect assets and qualify for benefits that will help pay for long-term care. You can reach us at (909) 985-4466
About Medi-cal Benefits, Inc. | Contact Leslie Coulson for Help & Information |
|
|
Steele Financial Group - Thomas Steele
In Service Since 1975 for your total financial security. From growing your wealth plan to managing it for risk to collecting it for retirement, to intentionally passing it to those you love... YOU NEED A PLAN, not a guess! We are independent, full-service financial fiduciaries. We work with high-quality insurance, suitable investments, asset protection, and wealth transfer strategies and products. You can reach us at (951) 358-2330
About Steele Financial Group | Contact Thomas Steele for Help & Information |
|
|
|
|
San Diego Area: |
|
|
|
|
|
|
Estate Planner, Veterans & Medi-Cal Benefits Consultant Tony Bevin - Lic #0705325
Tony Bevin is a VA and Medi-Cal consultant with Financial Security Designs since 1993, located in Rancho Bernardo, CA. In this role, Tony helps coordinate benefits for VA and/or Medi-Cal benefits, When it comes to VA benefits to pay for assisted living or private duty nursing or Medi-Cal to pay for skilled nursing, the advisor needs to be well versed in both. Tony has been a member of the Better Business Bureau since 1999.
You can reach him at (858) 673-8448
About Estate Planning | Contact Tony Bevin for Help & Information | vabenefitsonline.com |
|
|
The Law Offices of Antoinette Middleton - Antoinette Middleton
"PLAN WHILE YOU CAN." Tomorrow is not promised. In these uncertain times, things can occur to make the good life you've earned a lot more complicated. At The Law Offices of Antoinette Middleton we know you've worked hard to achieve the life you have today. Let us help you protect your financial achievement by designing a customized estate plan for your family.
You can reach him at (619) 235-9501 option#5
About the Law Offices of Antoinette Middleton | Contact Antoinette Middleton for Help & Information |
|
|
Streeter Law Group, A PC Debra Leffler Streeter, Esq.
Debra Leffler Streeter has not only worked with helping clients plan for and deal with aging loved ones, but she has also dealt with these issues in her own family. Debra has searched for suitable communities, worked to find ways to pay for care, watched family members decline mentally and physically, explained to family members they can't live at home, can't drive, and can't manage their finances. Debra has also made the end of life health care decision and made arrangements after they passed.
Contact her at: (760) 945-9353
About Streeter Law Group | Contact Debra Leffler Streeter for Help & Information |
|
|
Fay & Lawler, Attorneys at Law - Thomas C. Lawler
We work with retiring and elderly clients and their families to help them find ways to pay for long-term care expenses and achieve their estate planning goals.
You can reach us at (619) 858-1800
About Fay & Lawler, Attorneys at Law | Contact Thomas C. Lawler for Help & Information |
|
|
|
|
|