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Estate Planning

Wills

A will is a written document that directs how you want your property distributed after your death through probate court. In your will, you also appoint a trusted person to be your executor and guardians for your children. Your executor (or personal representative) is responsible for distributing your property according to the instructions you...
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Special Needs Estate Planning

Trust Funding

Laguna Hills Attorneys do skillful special needs planning for disabled adults or children.
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Asset Protection – Avoid Medi-cal Lien on Home

Common sense litigation strategies

Asset Protection – Avoid Medi-cal Lien on Home        1. Avoid probate and State Medi-Cal recovery lien for nursing home costs.     2. Keep current income tax deductions on home.     3. Asset, creditor and divorce protection for the beneficiaries.     4. Keep control over most valuable asset even after disability.     5. No 60-month look-back period: can...
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Medi-cal Planning for Spouses

Trust Funding

California law allows the community spouse to retain a certain amount of otherwise countable resources available to the couple at the time of application. This is called Community Spouse Resource Allowance (CSRA) and it increases every year according to the Consumer Price Index. The current (2010) CSRA is $109,560.
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Living Trust Saves Probate Fees

Trust Funding

Although living trusts have been around for centuries, only recently have they achieved a high degree of popularity among the general public. The reason for this surge in popularity is that living trusts help to avoid probate. What is probate, and why is everyone trying so hard to avoid it? The short answer is...
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Office

Tel 949-461-0028
23151 Moulton Pkwy.
Laguna Hills, CA 92653



Medi-cal Planning

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