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About

At Cobra Care Agency, we are committed to providing a full service experience for all of your personal planning needs in the state of California. We help our clients manage a wide range of risks and exposures. Contact us today to schedule an appointment with one of our experts.

​Each client is unique. That’s why we don’t believe in a “one-size-fits-all” approach to offering quality services. We provide individual solutions for each of our clients and serve as advocates should you need additional services from one of our trusted partner companies. Get in touch and find out why so many clients turn to us for help and assurance.

"I have a plan for my assets. I just have not written it down. Do I still need estate planning?"

1. Estate planning can help you plan for long-term care and other types of medical assistance, and can help protect your family from financial hardship.

2. Estate planning can help you determine who will receive your assets when you die. It can also help you avoid the lengthy and expensive process of probate, where the courts decide how to distribute your assets according to the law.

 

3. Estate planning also allows you to designate who will make decisions on your behalf if you become incapacitated. This can help ensure that your wishes are followed even if you can’t make decisions for yourself.

4. Estate planning can also help you to minimize your tax burden. Having an estate plan can help you reduce the amount of taxes your family will owe when you die. It can also help you plan for the transfer of wealth to your heirs in a way that minimizes the tax burden.

5. Finally, estate planning can help you protect your assets and ensure that your loved ones are taken care of after you’re gone. You can establish trusts and other financial vehicles to ensure that your assets are distributed according to your wishes, and that your loved ones are provided for in the future

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