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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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Senior Benefits Group Sarah Powell
Senior Benefits Group was founded in 2001 by Sarah Powell, with the vision of providing qualified assistance to California families struggling with the myriad financial difficulties posed by long-term care needs. We have helped hundreds of families protect their hard-earned estates against the complexities of the Medi-Cal process and the crippling costs of nursing homes, assisted living facilities, and in-home care. You can reach us at: (916) 979-7015
More about Senior Benefits Group | Contact Sarah Powell for Help & Information |
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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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Silicon Valley Elder Law, PC Naomi S. Comfort
Silicon Valley Elder Law, PC, is a California estate planning firm which focuses on providing elder law and disability services. Our dedicated and experienced team has the breadth of experience and uncompromising integrity which you can rely on to protect your assets, family and future. We will explain the legal issues in a manner you can understand. We will listen to your concerns. We will work with you to develop and implement the legal plan which best accomplishes your objectives. You can reach us at: (408) 248-7878
More about Silicon Valley Elder Law, PC | Contact Naomi S. Comfort for Help & Information |
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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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Suzanne M. Graves, JD - Certified Specialist in Estate Planning
Law Offices of Suzanne M. Graves, Inc.
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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The Estate Planning Partners Brenda J. Logan, JD, MBA, CLTC
Brenda is an estate planning and elder law attorney and financial advisor with over 20 years of experience. She specializes in helping seniors protect their assets and plan for the distribution of their estate in a tax-efficient manner. Brenda works with a team of specialists with expertise in Estate Planning, Elder Care Law, Medicare and Medi-Cal Planning, Long Term Care Planning, Life Insurance, Life Settlements, Charitable Planned Giving, Tax Deferred and Immediate Annuities, and IRA and Retirement Distribution Planning. You can reach her at (310) 621-7474
More about The Estate Planning Partners | Contact Brenda J. Logan for Help & Information |
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PPRO & Consultants, LLC Felisa McMillian, CFP Specialist, Estate/Senior Advisor
Welcome... to our world. "We Provide Solutions and resources to Senior Citizens". We answer Healthcare, Medicare, Long term care, and Life Insurance questions and serve your Medicare and Healthcare needs. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients. If you would like additional information or a quote on any of the products we offer, simply complete the form related to that product or call us, we will be happy to serve you. (310) 756-0870
More about PPRO & Consultants, LLC | Contact Felisa McMillian 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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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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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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