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Huntington Beach Medi-Cal & VA Benefits

When You Work With Us Your Family is Our Family!

Are you worried about how the future looks for your loved ones if you’re gone?

The future is never certain, but your wishes for your loved ones and estate can be. It’s not an easy topic to tackle, but organizing your affairs to secure a comfortable future for your family is crucial.

You don’t have to do all that legwork alone, though. Meier Law Firm is a Huntington Beach estate planning attorney that can help you navigate matters like setting up a will and trust, or other aspects of planning your unique estate.

We warmly invite you to reach out to book a planning session with our estate planning law firm. We’ll be with you every step of the way during your estate planning process.

  • 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

Huntington Beach Wealth and Income Statistics

According to Data USA’s 2020 report, Huntington Beach residents have a median income of $97,469. In Surf City, the 2019 median income was $95,469, an increase of 2.55% year over year.
Huntington Beach had a homeownership rate of 56.6% in 2020, a very slight decrease from the 56.7% rate in 2019. Properties in the city increased in value by 4.19% from 2019 to 2020, with the median property value at $771,100 in 2019 and $803,400 in 2020. The average property value in Huntington Beach is more than triple the national average, which was $229,800 in 2020.

Income and property ownership plays a significant role in estate planning in Huntington Beach. The higher the value of your home and holdings, the higher the chance your estate will be forced into an exhausting probate process when you pass.
Shield your loved ones from the stress and cost of probate court proceedings. Reach out to an expert Huntington Beach estate planning attorney today.

Estate Planning Resources in Huntington Beach, CA

If you have minor dependents or assets that are significant or complex, estate planning is a must. You want to ensure your loved ones’ future is secure and your wishes are carried out when you can no longer handle your estate.
Here’s the good news—you don’t have to take care of all your estate planning needs alone. Get all the information you need and the help of the experts when planning your estate, and you’ll be in good hands.
Here is a short list of some valuable Huntington Beach estate planning resources.

Yorktown Main Tax & Accounting

No one enjoys thinking about taxes, but yours can impact your loved ones financially after you’re gone. Planning your estate calls for getting your ducks in a row regarding income or business taxes and any tax penalties associated with your assets.

Yorktown Main is a local boutique tax firm in Huntington Beach that will get your taxes in order, so your loved ones don’t have to bear the burden on their own.

Yorktown Main Tax & Accounting
19900 Beach Blvd. E
Huntington Beach, CA 92648
(949) 625-4271

LeeperAppraisal

Estate planning requires that all your assets and properties be reported to the court during proceedings to know their values. With that said, getting your real estate properties appraised will give you a clear picture of the state of your holdings and assets.

Located in South Orange County, LeeperAppraisal can help determine the value of your family homes and any additional properties you own so that your estate can be planned appropriately.

LeeperAppraisal 
7003 Seashore Dr.
Newport Beach, CA 92663
(949) 574-5534

Weaver Consulting Group

You want your loved ones to get the most out of your estate in the future. One way to ensure your wealth is maximized is by properly managing it to promote financial growth.
The team of financial advisors at Weaver Consulting Group can manage your holdings and assets to help facilitate your financial goals and grow your estate.

Weaver Consulting Group
101 Main St., Suite 220
Huntington Beach, CA 92648
(714) 536-4065

Expert Estate Planning Lawyers Serving Huntington Beach, CA

When you’re talking about estate planning resources, one of the most valuable ones available to you is an experienced Huntington Beach estate planning lawyer. A great attorney can harness their knowledge of California estate planning laws to ensure your estate is protected and secured while your wishes are carried out to the letter.

At Meier Law Firm, we specialize in a range of estate planning services within our practice areas:

Huntington Beach Estate Planning Attorneys

No one likes to think about what will happen to their loved ones when they’re gone, and planning for your family should the worst happen can be complex, emotional, and stressful.
At Meier Law Firm, we understand the worry that comes with estate planning and are ready to make the process as simple and smooth as possible for you. We can create a customized estate plan for your unique situation so that you have a plan in place for when you can no longer express your wishes.
If you need a Huntington Beach estate planning attorney, reach out to the expert team of attorneys at Meier Law Firm and schedule a planning session. You can also visit our office at 450 Newport Center Dr. #625, Newport Beach, CA 92660.

Top-Rated Newport Beach Estate Planning Attorneys

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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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Online & In-Person Workshops

Join a live webinar, register for an in-person event or invite Laura and Josh to speak at your company event.

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.

Our Team

Frequently Asked Questions

Do all estates go through probate in California?

Probate refers to the court proceedings that ensue after a person’s death.

The estate of the individual is examined, and the process involves:

  • Allotting payment to any creditors owed by the individual
  • Examining a will if one exists
  • Identifying beneficiaries of the estate

The process for probate  is often lengthy, stressful, and expensive for the loved ones of the deceased, and because it involves court proceedings, it’s also a public process. This means that the details of your estate and the assets handed down to your beneficiaries will all be public information.

California probate law requires that estates that exceed $166,250 in value go through formal probate proceedings. However, some estate planning strategies can protect your estate from probate.

How do I avoid probate in California?

The best way to avoid probate in California is to create a living trust that will hold any assets you want to be secured for your loved ones’ future and protect them from probate. There are different types of trusts—the most common being revocable and irrevocable—and an estate planning attorney can walk you through which type best fits your needs.

What assets should be considered when planning your estate?

The following is a short list of assets you should consider addressing within your estate plan:

  • Money in your checking accounts and savings accounts
  • Cryptocurrency and other digital assets
  • Stocks, bonds, and mutual funds
  • Real estate values
  • Life insurance policies
  • Retirement plans and pensions
  • Business interests and investments

Newport Beach Estate Planning Attorneys

Serving Clients Throughout California

Virtual and in-person appointments available.