Do you need an Orange County Estate Planning Lawyer? Consider the following questions:
- Have you made your will?
- Have you made arrangements for the care of your dependents in the event you pass?
- Do you believe things are being handled unfairly in a family member’s Estate?
- Do you want your affairs to become a matter of public record?
- Do you want to provide for your loved ones after you are gone?
The estate planning firm of Miller & Associates has assisted many individuals in planning for the distribution of a person’s property (Estate Planning) including preparing wills and trusts. The best estate plans are developed to meet your wishes, while taking into account the recommendations from other professionals and consultants related to taxes, insurance, and property to gain the maximum benefit of all laws and, at the same time, carry out your wishes as permitted by law.
At Miller & Associates, we recognize that no two clients’ goals and needs are the same. We work closely with you and your financial advisors to determine the best plan and advice for your individual situation. We believe that Estate Planning encompasses more than a well-drafted will. We use our experience and knowledge to create documents that work together as a complete plan.
Our Estate Planning attorneys take into account your assets, liabilities, income, age, familial situation, plans and goals for the future. An integral part of the plan is sound financial and medical planning during your lifetime. This may include a Durable Power of Attorney, Health Care Power of Attorney and a Living Will.
We work closely with your tax, accounting and financial advisors to develop a plan that meets your objectives using the range of financial, insurance and legal tools available to you.
Protecting your assets during and after your lifetime is a key part of solid estate planning. This can often be accomplished through the use of trusts. We have experience with a variety of trust planning. We will also work closely with your insurance providers to create insurance trusts that can be used to pay estate taxes, provide for business succession and many other situations.
Business owners often face particular challenges when planning distribution of assets. Business succession planning is a critical component of our estate planning services. Our ability to understand your business and financial objectives means that you get the best advice when planning the continuity or sale of your business or assets.
Both business owners and professionals need to consider equity plans and retirement plans when contemplating an estate plan. At Miller & Associates, as an Orange County Estate Planning Lawyer, we work with your investment and financial advisors to coordinate your life and disability insurance, IRAs, ESOPs, Educational Savings Plans, 401(k) plans, 403(b) plans, 457 plans, stock options and other benefits as an important part of your estate plan.
Miller & Associates also provides probate estate administration services. We are sensitive to the needs of clients who have recently lost a loved one, and who may be overwhelmed by the duties of dealing with estate administration during an emotionally stressful time. It is equally important that the assets of an estate be identified and distributed in a manner that makes the most practical and financial sense – and is the best interpretation of the decedents wishes. We work with clients to help them through this difficult time.
Estate planning should be considered by everyone. Without a will, your financial affairs will be a matter of public record, and your property will be distributed according to state law, which may or may not correspond to your desires. Writing a will does not have to be complicated or expensive, and once done, you can know that your wishes will be followed after your death. One of our primary goals as an Orange County Estate Planning Lawyer is to establish an estate plan that will carry out your exact wishes during your life and upon death, and as appropriate, preserve assets for the next generation. We help clients establish living or revocable trusts, powers of attorney, health care proxies, wills, and other legal instruments that give them peace of mind. We want to help you protect your assets so that they can be distributed to your family or to your favorite charitable organizations.
Contact us today to learn about how we can help you preserve assets for your family’s future.