ULTRA Estate Planning

Our mission is to educate families on the importance of estate planning, asset protection and eliminating risk from investment and retirement accounts when entering retirement. In recent years, ULTRA has developed proprietary planning to shelter assets from a Medi-Cal spenddown and the burdensome costs of nursing home expenses. Currently in our third generation of clients, we strive to provide the planning necessary to protect family estates to be passed down to future generations. © 2022 ULTRA Estate Planning.