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.
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.
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.
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
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.
7003 Seashore Dr.
Newport Beach, CA 92663
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
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:
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.
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!
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.”
Probate refers to the court proceedings that ensue after a person’s death.
The estate of the individual is examined, and the process involves:
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.
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.
The following is a short list of assets you should consider addressing within your estate plan: