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ADVANCED ESTATE PLANNING

ADVANCED ESTATE PLANNING

Helping You Protect Your Assets and Secure Your Family’s Future

Protect your loved ones by ensuring their financial future with the help of ADVANCED ESTATE PLANNING. Based in San Diego, California, we work with individuals across the country who wish to safeguard their wealth and put a plan in place. Whether it's financial, estate, Medi-Caid (Medi-Cal) planning, we've got you covered.


We are more than just Estate Planning!


We use proven strategies and techniques to achieve your goals, whether it is financial planning, transferring  your assets to your heirs, or laying out a long-term healthcare plan. To discuss your specific needs and to get started on creating a plan, talk to us today. 

Mission Statement

It is the mission of Advanced Estate Planning to help clients navigate the many financial and health related issues they face today and in the future. With the use of proper Estate Planning and Asset Protection techniques, we safeguard clients’ wealth against those occasions that present the greatest threat.

About Us