About our firm.
All of our Orange County Estate Planning Lawyers and the entire staff at Robert Miller & Associates are dedicated to providing you with quality estate planning services, and resources, so you can become familiar with all of your existing options in a comfortable setting. When you visit or call our offices, you’ll find a welcoming atmosphere to feel at ease discussing such important issues concerning both you and your family. Our goal is to arm you with the information you need to make an informed decision about your family’s future and protection.
Once you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public, and highly expensive, process of probate. The government won’t be able to take away what you’ve spent a lifetime building. You need to be aware of the many options that exist —and you must choose your attorney wisely.
That is why, at our firm, we want you to feel confident about the choices you make—and to have you let us be your guide on the path toward preserving your family’s future.
We have a conveniently located office in Newport Beach, California, at 5020 Campus Drive, in Newport Beach, CA 92660.
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate. We provide comprehensive, tailored estate planning services to meet all of our clients’ needs.
Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.
Our law firm offers estate planning assistance for the unique needs of Family Businesses. We help clients preserve this important part of their legacy for future generations.
NON-TRADITIONAL FAMILY ESTATE PLANNING FOR THE COMMUNITY
We offer guidance and assistance to members of the LGBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives, that complies with all current changes in the law for maximum protection.
We can help advise you, and help remain eligible for Medicaid or Medicare benefits, while retaining interest over your property or assets. We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.
Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.
IRA & RETIREMENT PLANNING
Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.
ASSET PROTECTION & BUSINESS PLANNING
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are unique to us as a Family Limited Partnership lawyer, we also handle formation of Limited Liability Companies and Buy-Sell Agreements.
ESTATE PLANNING AND YOUR PETS
Our firm cares about the welfare of your pets. Your beloved pets need to be protected in the event you are no longer there to take care of them. Estate Planning and implementing a Pet’s Trust can ensure that your pets are provided for after your death.
SPECIAL NEEDS PLANNING
We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.
TRUST ADMINISTRATION & PROBATE
We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.
About Orange County Estate Planning Lawyers
Our Estate Planning Law Firm is your law firm. We want to become your family lawyers. Contact us today at firstname.lastname@example.org, or at (877) 568-2977, for your free consultation.