Serving Families and Individuals Throughout Orange County, San Bernardino County & Los Angeles County
Our firm offers comprehensive estate planning services to cover nearly every aspect of life. It begins with protecting yourself and your personal dignity and extends to protecting your loved ones and your hard-earned assets.
Follow the links below to learn more about the estate planning services provided at Family First Estate Planning Law Center:
There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.
Probate and estate administration are the processes by which property and other estate assets are transferred after death. Assets to be transferred under terms of a will must go through the probate process. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will. We can help make the process easier, more efficient, and provide families with peace of mind during a difficult time.
Elder law is another aspect of estate planning, which focuses primarily on the needs of families and individuals as they age. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medi-Cal (Medicaid).
Finding and affording quality care on short notice can be stressful and draining. We can help you determine the best options for care and how to qualify for Medi-Cal benefits to help pay for necessary services, including in home health services and/or nursing home care.
“Aid and Attendance Pension” is a special Veteran's Administration Program designed to help veterans and/or their surviving spouses receive the financial support necessary to ensure their continuing care in their own home or in an assisted living or nursing home setting. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
We encourage and assist our clients with the tradition of giving to charitable causes, by including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.
Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.
Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from losses resulting from lawsuits, creditors, bankruptcies, the prohibitive cost of nursing homes and other unforeseen or unfortunate life events.