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.
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.
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.
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
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
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
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:
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.
Our overall experience was one of satisfaction as well as a learning experience. The people at The Meier Law Firm are extremely knowledgeable within Family Trust planning. They did a good job of explaining each step of the process in a manner that we could understand. They were always punctual when meeting with us, and the meetings were always concise and comforting. They were also pleasant and friendly.
My brother had lost his living trust documents. Suddenly, we found out he has stage 4 cancer. We called Meier and they were able to put together an updated trust in less than a week. Everyone at the firm was wonderful and caring. Melanie was our attorney. If you are looking for a caring, honest law firm, Meier is the one for you!
Our experience with the Meier Law Firm was positive from our first meeting with Jessica, through the final product we received last week. Very professional yet personable. Every question was answered & suggestions made to simplify our Trusts. Their attention to detail gave us confidence in their work.
We were introduced to Meier Law Firm through a learning session at our daughter’s school district. We eventually decided to establish a family trust, as well as a special needs trust, through their firm. The team at Meier Law Firm were professional and incredibly responsive to our family’s needs. I highly recommend their legal services.
Just thinking about creating a trust or a will can be overwhelming. But Meier Law Firm makes it easy. They tell you what you need to know, ask all of the right questions, & provide great practical suggestions along the way that go far beyond the legal checklist. Highly recommend them for personal, professional service to deliver what you need in a timely manner.
Not only do they provide expert guidance; they will walk the journey with you step-by-step to help with your family trust. They execute at high levels, are very responsive, and deliver the optimal results within difficult situations. You definitely want Meier Law Group on your side of the table. I give my highest recommendation!
Here are some of the main ways we help our clients. Not sure where to start? Book your planning session.
Join a live webinar, register for an in-person event or invite Laura and Josh to speak at your company event.
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.”
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.
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.
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:
Virtual and in-person appointments available.