ESTATE PLANNING: MAINTENANCE PHASE

Most clients intuitively know that their estate plan is more likely to work if properly maintained. Law, health, family and financial changes can require the estate plan, retirement plan, business plan and/or tax plan to be revised from time to time. Our clients rest easier knowing they are protected by our maintenance plan.

In order to maintain legal documents that best represent our client's needs, we need to:

• Have knowledge of the content of all cuurent legal documents
• Be alerted to any significant life changes that may alter the estate plan
• Have a maintenance plan with your estate planning attorney

Estate Planning Legal Document Process:

• Design - Goals and objectives are converted into a plan of action.
• Development - The plan of action is moved forward by determining the answers to questions and obtaining the necessary materials.
• Implementation - Legal documents are produced and filed properly.
• Evaluation - Obtain feedback from client and other sources.
• Analysis - Problems and issues are clarified. Goals and objectives are established.

PRACTICE AREAS

ESTATE PLANNING | Reduce Estate Tax, Create Successor Trustee or Beneficiary, Protect Your Family & Assets, Reduce Family Disharmony. Important documents: Power of Attorney for Health Care, HIPAA Declaration, and Living Will.

POWER OF ATTORNEY | General, Limited, Durable, Springing, Financial, Medical

PROBATE & TRUSTS | Orange County, CA, Probate Administration, Trust Fund Attorney.

BUSINESS PLANNING | Develop Systematic Process to Increase Revenue, Decrease Costs and Protect Assets

RETIREMENT PLANNING | Qualified Planner, Employee Benefits, Pensions, Protect Business Assets.

ASSET PROTECTION ATTORNEY | Legal Asset Protection Attorney Services for Living Trust, Family Limited Partnership, LLC & Lawsuit Protection.

TAX PLANNING | Personal & Business Tax Planning for Retirement & Deferred Tax Plans.

CHARITABLE TRUSTS & GIFT PLANNING | Legal Plannning for Giving Donations to Trusts, Foundations & Non-Profit Organizations.

PRIVATE FOUNDATIONS | Creating a Charitable Trust, 501c3 Tax Exempt Status

OTHER LINKS

DESIGN PHASE

IMPLEMENTATION PHASE

MAINTENANCE PHASE

ELDER & SENIOR LAW

WEALTH COUNSEL

OUR LOCATION

RESOURCES

SERVICE AREA

• Anaheim & Anaheim Hills
• Brea
• Buena Park
• Cypress
• Fountain Valley
• Fullerton
• Garden Grove
• La Habra
• La Palma
• Los Alamitos
• Orange
• Placentia
• Seal Beach
• Stanton
• Tustin
• Villa Park
• Westminter
• Yorba Linda