Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.
Follow the links below to learn more about our Estate Planning services provided at The Sydney Law Firm, P.C.:
There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
Learn more about the Estate Planning process.
Trust administration is a necessary process that occurs after the death of either one or both settlors. To protect the successor trustees, there are many things that must be done to ensure proper administration. Fortunately, working with an attorney for trust administration is a straightforward process that will give the successor trustees a great peace of mind throughout the administration.
Learn more about Trust Administration.
Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will. We can help make the process easier, more efficient, and provide peace of mind during a difficult time.
Learn more about Probate Avoidance.
Elder law is another aspect of estate planning, focusing primarily on the needs of families and individuals as they age. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
Learn more about planning for Long-Term Care.
Finding and affording quality care on short notice can be stressful and draining. We can help you determine the best options for care and how to qualify for Medicaid to help finance them.
Learn more about Medicaid Crisis Planning.
"Aid and Attendance Pension" is a special Veteran's Program designed to help veterans and/or their surviving spouses receive the financial support necessary to ensure their continuing care in their own home or in an assisted living or nursing home setting. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
Learn more about Veteran's Aid and Attendance.
When it comes to your new spouse, in absence of a pre-marital agreement to maintain separate assets, most spouses in blended families tend to blend their wealth over time. Make sure that you and your new spouse have a clear understanding on who is to inherit what, when, where, how and why. And when it comes to estate taxes, make sure that you and your new spouse have a game plan to make sure that you keep more money within your family, blended or otherwise, and you leave fewer dollars to the IRS.
Learn more about Blended Families.
Did you know that in the absence of proper estate planning, your assets may be distributed after death based on “one-size-fits-all” state laws written for people who do not have their own estate plan? Of course, this impersonal estate plan written by state lawmakers may not reflect your own unique circumstances and objectives for your spouse and assets. In fact, depending on how you titled your assets and how your beneficiary designations are arranged, you may disinherit your own spouse and force your spouse to sue your estate!
Learn more about Retirement Planning.
Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.
Find out how we can help you protect your assets today.
If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.
The Sydney Law Firm, P.C.
5950 Canoga Ave., Suite 240
Woodland Hills, CA 91367
Phone: (818) 594-0500
300 E. Esplanade Dr., Suite 900
Oxnard, CA 93035
Phone: (818) 594-0500
Offices in Oxnard & Santa Monica by appointment only