Family Assets Planning
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We are a Legal Firm ready to assist you to
 
Keep Your Assets for Your Family
 
For example, we can set up legal documents to protect
your home from being lost due to financial emergency,
sickness, or other unforeseen circumstances.
 

If any of these life realities are causing stress
or concern, we can help:
  • You've worked hard for your home and savings,
        but you aren't sure how to keep them for your kids benefit
  • Your family thinks they may have to sell their home
        to pay medical bills or to pay for a nursing home stay
  • You own a business and need to protect its value for future generations
  • Your family wants to take ownership of your home and you are not sure
        if that is appropriate or may not be ready for it to occur yet
  • You want to help an elder manage their financial situation better while
        maintaining their dignity and autonomy

    • Books
    Family Assets Planning
     
    303 Potrero Street, Suite 52
    Santa Cruz, CA  95060 
     
    831-600-7017 office
    831-334-1970 cell
    831-600-8449 fax

    Jeffrey@FamilyAssetsPlanning.com

    Family Assets Planning
    Estate, Tax, Probate & Medi-Cal Legal Counsel

    Information on this web site is for advertising and general information and is not intended to be legal advice for you to rely on. Please contact us for specific questions at the address and phone number below.

    Jeffrey T. Killeen, Attorney, practicing throughout California

     
      
     office: 831-600-7017   cell: 831-334-1970    fax: 831-600-8449