Family Assets Planning is a full-service estate planning, probate, Medi-Cal, trust and conservatorship law firm, owned and operated by Jeffrey T Killeen, Attorney at Law

Keep Your Assets for Your Family

If these life realities are causing you 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 you 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

We can set up legal documents to protect your home and savings from being lost due to financial emergency, sickness, or other unforeseen circumstances.

We focus on asset preservation so you can focus on your family.

Disclaimer: The information contained in this website location is intended to be for general information only and should not be relied on when making legal decisions without also obtaining competent legal counsel from an attorney. Laws vary from state to state and no representations are made to the accuracy of information except as it pertains to the laws of California.

In order for Family Assets Planning to comply with Internal Revenue Service Circular 230 (if applicable), you are notified that any discussion of U.S. federal tax issues contained or referred to herein is not intended or written to be used and cannot be used, for the purpose of: (A) avoiding penalties that may be imposed under the Internal Revenue Code; nor (B) promoting, marketing or recommending to another parry any transaction or matter addressed herein.

Our clients say our unique, educational "storytelling" approach is a pleasant surprise. They relax, feel in control of their family's destiny, and experience peace of mind for their family's future.

Family Assets Planning offers one half hour initial, no obligation, consultation with our attorney

Family Assets Planning
Jeffrey T Killeen, Attorney at Law
303 Potrero St Ste 52
Santa Cruz, CA 95060

Office (831) 600-7017
Cell (831) 334-1970
Fax (831) 600-8449

email: Jeffrey@FamilyAssetsPlanning.com