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Corona Medi-Cal & VA Benefits

When You Work With Us Your Family is Our Family!

You want the best for your family. It’s the driving force behind everything you do. But you also know that one day you won’t be around to protect them. One day they’ll be on their own, and you want to ensure that, even then, they’ll know how much you loved and cared for them. Estate planning allows you to do just that.

An estate plan ensures that everything falls into place once you’re gone, reducing the chance of disagreements or financial issues down the road. Allow our estate planning lawyers to help you avoid those potential hurdles. We’ll help you pick which estate planning tools are best for your financial dynamic and work together to craft an estate plan that will leave everyone feeling secure. Book a planning session with a Corona estate planning attorney today to discuss your estate planning needs.

  • 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

What’s Included in an Estate Plan?

Your family is one of a kind, and your estate plans should reflect that. While many estate planning tools are at your disposal, you only need the ones that benefit you in the long run, which is why we cover various estate planning services. When the time comes, your family can move forward confidently.

Here are a few ways our family can help yours.

Wills

Drafting a will is a good starting point for estate planning if you don’t own very much or have dependants. This legal document outlines your wishes for your estate should you pass away. It is customizable to your specific situation and can include naming beneficiaries, designating guardians for your minor children, and assigning a trusted executor for your estate. But unfortunately, a will does not spare your family from having to go through a long and expensive court process known as probate when you pass away.  That’s why a will is typically not a good solution for families who own a home or have more than just personal belongings.

Trusts

Like wills, living trusts also name beneficiaries and identify who you want to be in charge of administering your estate if you pass away. However, a trust avoids that long and expensive court process known as probate, and allows you to transfer your assets upon your death privately and efficiently, and without court intervention.

Tax Planning

Efficient tax planning keeps more money in your estate and, therefore, your family’s pocket. Why hand over your hard-earned money to the government when there are ways to reduce or eliminate your tax bill? We can keep you abreast of the most current and effective tax strategies for your specific financial situation and then help you shelter that wealth with a customized estate plan.

Wealth Preservation

It’s not about what you have but what you keep. Even after doing all the right things—working hard, investing, planning—it could all be lost to litigation, divorce, probate, etc. Though it may seem unlikely, you must plan for the unthinkable. Wealth preservation and thorough asset protection allow you to keep what’s yours regardless of what happens.

Elder Law

Are you a caregiver for your aging parents? Are you worried about long-term care and medical expenses draining your hard-earned money? Costs are increasing every year, and a plan that maximizes resources like Medi-Cal and VA Benefits is a must. We can help you use various estate planning tools to ensure you don’t go broke paying for long-term care.

Special Needs Planning

When you have a child with special needs, many variables must be considered for their future. Special needs planning ensures that—should something happen to you—your child will be cared for according to your wishes and receive the assets you set aside in special needs trusts without disqualifying your child from vital government benefits.

Probate and Estate Administration (and Why You Should Avoid it At All Costs)

The true test of an estate plan is what happens when you’re no longer here—like whether or not your assets go through probate. Probate is the court-supervised process of settling your estate after death. It is an expensive, sometimes time-consuming process that can quickly drain your assets. But with thorough planning, you can avoid it.

Think about it—when you pass away, your family has a lot to worry about and plenty of things to handle when settling your final affairs… all while carrying the weight of grief on their shoulders. By creating a probate-proof estate plan, you give them one less thing to worry about and—once again—protect your family, even in your final moments.

Do You Need Estate Planning in Corona or Riverside County? Give us a Ring.

Congratulations on taking the first step towards a better tomorrow for your family! Estate planning is, arguably, one of the most important personal decisions you’ll make for your loved ones.  If you’re anything like us, you’re busy. You have responsibilities that keep your head on a swivel daily, making it easy to put off important decisions like these. And yet here you are, still taking the time to make a great choice today. Give yourself a pat on the back and then reach out to a Corona estate planning attorney at Meier Law Firm to put your plan in motion.

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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

Meier Firm Languages At Meier Law Firm, we are proud of our diverse and inclusive team. Members of our firm speak English, Spanish, Arabic, German, Mandarin Chinese, and French, enabling us to serve a wide range of clients and address their legal needs effectively.

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Frequently Asked Questions

How does a trust benefit me?

A trust allows you to avoid probate, customize and control how your wealth is distributed, and minimize some federal and state taxes. CA estate planning lawyers will tell you if a trust is right for you.

What happens if I die without a will?

The probate court will choose what happens to your assets. They’ll appoint an administrator to take charge of your estate and have that person be responsible for dividing your assets among your family members. This is rarely ideal and could potentially lead to disputes and litigation over your estate. The cost of probate is extremely expensive in California.

What is a "pour-over" will?

A “pour-over” will works in conjunction with a trust. The pour-over will works like a safety net in case you forgot to retitle an asset in the name of your trust, or properly name a beneficiary through a designation form. If that happens, a pour-over will can direct a court to transfer in any assets not properly connected to your trust.

Newport Beach Estate Planning Attorneys

Serving Clients Throughout California

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