Anaheim Medi-Cal & VA Benefits

When You Work With Us Your Family is Our Family!

Have you thought about what will happen to your estate and loved ones when you’re no longer there to manage everything?

It’s tough to think about what will happen when you’re gone, but the good news is that you don’t have to figure out all those details alone. An estate planning lawyer at Meier Law firm is here to help you navigate the process of Anaheim estate planning so you can rest easy knowing your loved ones will be taken care of after you’re gone.

Reach out today and book a planning session. We’ll help you take care of your family’s estate planning.

  • Get the quality care your parents need
  • Relieve the family member caregiver
  • Protect your family assets from being depleted on care
  • Understand and maximize the hidden benefits of Medi-Cal and VA Benefits Planning
  • Work with a team who will treat your family how we would want our parents to be treated
  • Help your aging loved ones retain their financial security and age with dignity
  • Gain a family trust attorney for life - when you work with us you get a support system you can turn to no matter what

Anaheim Wealth and Income Statistics

According to Data USA, households in Anaheim, CA, had a median income of $76,723 in 2020, which grew 7% over the previous year.

Homeownership in Anaheim rose slightly in recent years, with a 45.6% homeownership rate in 2020—an increase from 44.9% in 2019. Home values in Anaheim have grown at a higher rate, with the median property value being $602,400 in 2020—an increase from $575,600 in 2019. The average property value in Anaheim is more than double that of the national property value average, which was $229,800 in 2020.

No one likes to think about what will happen after they’re gone. But the reality is, having a plan in place could help prevent your loved ones from going through a long and expensive probate process. Protect your property and assets, so your wishes can be carried out. Contact an experienced Orange County estate planning attorney today.

Estate Planning Resources in Anaheim, CA

Getting your ducks in a row to prepare for estate planning in Anaheim isn’t the easiest task. If you have minor dependents or complex assets, you want to ensure you handle your estate plan as wisely as possible and have all available information. This may involve advanced estate planning, asset protection, and, possibly, business succession planning.

But you don’t have to figure out everything on your own. Here is a short list of valuable resources in Anaheim that can help you in your estate planning process.

Scott Hukriede, CPA

Taxes play a significant role in planning for the future of your estate. Scott Hukriede can help with all of your tax needs—from yearly income tax filing to tax advice on your business holdings.
Scott Hukriede, CPA
2400 E Katella Ave., 8th Floor
Anaheim, CA 92806
(714) 627-2525

Nino Real Estate Appraisal Group

One aspect of estate planning involves knowing the value of all your property and assets. The professionals at Nino Real Estate Appraisal Group can help appraise your home and other properties so your estate plan can be made with accurate property value information.

Nino Real Estate Appraisal Group
9852 W Katella Ave., Suite 463
Anaheim, CA 92804
(714) 636-0332

Ambassador Wealth Management

You want to be sure your loved ones are taken care of when you’re gone, which necessitates managing your wealth and holdings. The experts at Ambassador Wealth Management can advise you on your financial state and investments to ensure your wealth grows steadily for the benefit of the next generation.

Ambassador Wealth Management
5101 E. La Palma Ave., #100b
Anaheim, CA 92807
(714) 676-2061

Expert Estate Planning Lawyers Serving Anaheim, CA

Experienced legal counsel can mean the difference between your wishes being carried out when you’ve passed and your loved ones experiencing financial loss and stressful court proceedings.

At Meier Law Firm, we specialize in the following practice areas:

Anaheim Estate Planning Attorneys

At Meier Law Firm, we know planning for the future can be stressful, emotional, and worrisome. We can put your thoughts at ease by harnessing estate planning law and offering estate planning services customized to your needs. This will ensure your wishes for your property, assets, and loved ones are carried out when you can no longer speak for yourself.
If you need an Anaheim Estate Planning Attorney, call Meier Law Firm’s legal team and schedule your free consultation. You can also visit our office at 450 Newport Center Dr. #625, Newport Beach, CA 92660.

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How Can We Help?

Here are some of the main ways we help our clients. Not sure where to start? Book your planning session.

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Take Control of Your Family’s Future

In Good Parents Worry, Great Parents Plan, estate planning attorney and mother Laura Meier shows you the legal and practical steps you must take to protect your children from temporary foster care, courtrooms, loss of inheritance, and other turmoil most kids experience when their parents pass away.

“Laura Meier’s The Family Nest Egg gives parents the tools they need to find confidence, stop worrying, and secure the financial future for their loved ones. Laura’s real-life stories and actionable advice make this read a trustworthy resource for budgeting, investing, and preparing for a financial crisis.”

Barbara Corcoran,

Founder of The Corcoran Group and Shark on ABC’s Shark Tank

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Frequently Asked Questions

Do all estates go through probate in California?

Any estate in California valued at more than $166,250 at the time of the estate holder’s death will likely go through the probate process unless specific estate planning measures are taken in advance.

How do I avoid probate in California?

Probate is the court process that ensues to settle someone’s estate after they pass away. It involves determining whether a will exists, if the estate owes any creditors, and who the estate’s beneficiaries are. The process is long, costly, and public, so many people take steps to avoid their estate going through probate to protect their loved ones and their wishes. The best way to avoid probate is to create a living trust. Depending on the type—whether it’s a revocable or irrevocable trust, for example—your loved ones can side-step court proceedings and instead have the assets distributed privately and efficiently with the assistance of a trust administration attorney.

What are the five components of estate planning?

So, what makes up a typical estate plan? While every person’s wishes and estate planning needs look a bit different, there are generally five components to planning an estate that you should consider addressing:

  1. A will ensures your wishes are written down, and the legal document can serve as your voice when you cannot speak for yourself.
  2. A trust sets aside specific property or assets for your beneficiaries and names a trustee to execute your wishes for your trust when you’re gone.
  3. Power of attorney names a trusted individual of your choice to handle all of your financial affairs should you become incapacitated. They’ll be able to sign documents and make decisions on your behalf.
  4. Medical directives name a trusted individual to make medical decisions for you when you can’t make them on your own. It’s essential also to have a living will so that your healthcare proxy can make informed decisions based on your known wishes.
  5. Beneficiary designations name the person or persons who will receive your life insurance benefits, trust accounts, retirement account distributions, and any other assets in your name when you pass on.

Newport Beach Estate Planning Attorneys

Serving Clients Throughout California

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