Wills &
Trusts
250+FIVE-STAR REVIEWS
Is the future of your loved ones weighing on you? How can you ensure your wishes for your assets and loved ones are carried out?
No one likes to think about things that will happen when they’re gone. Still, you’ll be happy to know you don’t have to get all the details of your estate organized all by yourself. Meier Law Firm is a Santa Ana estate planning attorney that can help you with asset protection, living wills, business succession planning, and any other factor in estate planning you may need.
All you need to do is book a planning session at our law offices. We’ll walk you through the process of ensuring your family and your estate are in good hands.
A report from Data USA shows that the median income of Santa Ana households in 2020 was $72,406. The city had a median income of $66,145 in 2019, an increase of 9.47% over the previous year.
Santa Ana homeownership sat at 46.2% in 2020, a marginal increase from 2019’s 46.1%. On the other hand, Santa Ana properties saw a more dramatic 7% increase in property value from 2019 to 2020. The median property value in 2019 was $491,300, which rose to $525,900 in 2020. The average property value in Santa Ana is more than double the national property value average of $229,800 in 2020.
Property owners in Santa Ana tend to have higher estate values, so they are at higher risk of their estate going through a lengthy probate process should they pass away—unless they have an effective estate plan in place.
Protect your loved ones from having to experience the financial loss and stress of probate court, and ensure your wishes are carried out when you’re gone. Contact an experienced estate planning lawyer in Santa Ana about your estate planning needs today.
Preparing for estate planning in Santa Ana isn’t the most pleasant thing on your to-do list, but it’s necessary for the future. Those with minor dependents in their care and those with complex assets have too much at stake to avoid this vital task. Make sure you handle your estate plan with wisdom and care and have all the information available.
The good news is that you don’t have to face planning your estate alone. Here is a list of some useful resources in Santa Ana that can help you during your estate planning process.
Taxes play a significant role in your finances. When planning your estate, it’s a good idea to ensure your income and business taxes. Any tax implications of your assets are addressed so that your loved ones don’t have to take the financial hit when you pass away. David L. Scarbrough is a Santa Ana CPA specializing in financial and tax services for businesses and individuals throughout southern California.
David L. Scarbrough, CPA & Company
2021 E. 4th St. #216
Santa Ana, CA 92705
(714) 972-1787
When going through the estate planning process, you need to know the value of all your assets—including real estate. Appraising your properties lets you see a clear picture of your estate’s value. The team at Swift Residential Appraisal serves Orange County and surrounding areas and can help establish the value of your family home and any vacation properties you own.
Swift Residential Appraisal
1520 Brookhollow Dr.
Santa Ana, CA 92705
(562) 215-9508
Managing your wealth correctly will lead to a higher estate value and more income for your loved ones when you’re gone. The investment advisors at Golden State Wealth Management can offer successful financial strategies, asset management, and expert financial advice that will grow your estate to benefit the ones you love.
Golden State Wealth Management
201 Sandpointe Ave. #460
Santa Ana, CA 92707
(866) 273-1563
One of the most valuable resources you’ll encounter during your planning process will be an experienced Santa Ana estate planning lawyer. A great lawyer will ensure every item in your plan is addressed properly according to California estate planning laws so that your wishes are carried out and your loved ones can be spared the stress and financial burden of lengthy probate court proceedings or estate litigation.
At Meier Law Firm, we specialize in a range of estate planning practice areas:
Thinking about how your loved ones will fair after you’re gone is no picnic. Planning for their future can be problematic, emotional, complicated, and stressful.
Here at Meier Law firm, we know what it takes to make the process as smooth and easy as possible, and we can harness California estate planning law to create a customized estate plan that works for you and your family. Make sure you have a plan in place for when you can no longer advocate for your wishes.
If you need a Santa Ana Estate Planning Attorney, give the experts at Meier Law Firm a call so you can 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.”
The probate process is a series of court proceedings that settle a person’s estate after death.
Probate administration involves:
Probate court is often costly and stressful for loved ones, and it’s also a public process, making your estate’s details available and visible to all.
Not every California estate goes through probate litigation. However, any estate whose value exceeds $166,250 when the estate holder dies will likely be subject to probate court proceedings unless specific measures have been established in an estate plan.
To protect loved ones from the California probate, many people take estate planning steps to ensure their estate is settled quickly and privately. Creating a living trust is one of the most effective methods for avoiding probate.
There are a few different types of trusts—most commonly revocable trusts and irrevocable trusts. With one in place, your loved ones may be able to avoid paying creditors out of your estate and court proceedings related to probate.
The following are assets you should consider when estate planning:
Virtual and in-person appointments available.
