Valencia is one of four unincorporated communities that make up the city of Santa Clarita. The neighborhood is located in the western part of the city and is home to various famous landmarks including Six Flags Magic Mountain and the California Institute of the Arts. The community has approximately 65,000 residents according to 2020 U.S. Census. Unfortunately, many of these individuals and their families do not have an established estate plan and could potentially face serious financial losses if they fail to set one up.
Estate planning may not be everyone’s favorite topic of discussion, but it’s pivotal to preserving and protecting a person’s assets for the future. A customized and comprehensive estate plan will not only save the decedent’s family thousands of dollars in probate fees but can establish a long-term care plan in case the individual requires extensive medical treatment at the end of their life. It can also serve as an incredible tax saving tool and allow the individual to appoint a health care/financial agent in the event they’re ever incapacitated and can no longer make decisions. The possibilities with an effective estate plan tailored by an experienced Valencia estate planning lawyer are endless. To learn more, call Botti & Morison Estate Planning Attorneys, Ltd..
Valencia Estate Planning Attorneys | Trusts, Wills and Probate in California
At Botti & Morison Estate Planning Attorneys, Ltd., we understand how difficult it may be to cope with the loss of a loved one while handling all their legal and financial matters. That is why our compassionate legal team has made it our mission to assist our clients in every aspect of estate planning spanning from probate administration to establishing an advanced multi-layered estate plan. Start preserving your legacy today with Botti & Morison Estate Planning Attorneys, Ltd. and rest assured tomorrow is covered.
Call Botti & Morison Estate Planning Attorneys, Ltd. at (877) 585-1885 or submit an online contact form to set up your first consultation. Botti & Morison Estate Planning Attorneys, Ltd. is located in Valencia, California but also accepts clients throughout the state including the larger northwestern Los Angeles County area such as Elysian Heights, Los Feliz, Angelino Heights, and Echo Park.
- Why Do I Need an Estate Planning Attorney?
- Valencia California Estate Planning Resources
- Estate Planning Resources in California
Why Do I Need an Estate Planning Attorney?
Despite popular misconceptions, every person should have established an estate plan that addresses all their needs. It doesn’t matter if the individual is 22 or 72, if they don’t have an estate plan their family will be forced to settle their affairs through probate. While necessary, probate can be an extremely grueling, expensive, and public process. Most individuals and families who go through probate later on regret not setting up an estate plan beforehand with the decedent as the statutory fees can be exorbitant.
Thankfully, tangled probate proceedings can be avoided through proper planning by a skilled and knowledgeable Valencia estate planning attorney. A proficient probate and estates lawyer will be trained in all matters related to passing on assets post-mortem. With their skills, they can create draft documents and craft a customized estate plan that fits the individual and their family’s needs. In addition, trust, will and probate attorneys can also help prepare their clients in the event they’re ever incapacitated and can no longer make critical decisions for themselves by crafting and implementing the proper estate planning documents.
Listed below are some examples where an individual may require the assistance of a Valencia estates and probate attorney.
- Preparing a comprehensive and personalized last will and testament
- Appoint a guardian for any minor children
- Assistance with tax planning and wealth transfers
- Write out an Advance Health Care Directive to address end-of-life decisions
- Grant a trusted person Durable Financial Powers of Attorney
- Transfer assets into a irrevocable or living trust
- Utilize a multi-layered approach through advanced estate planning
- Assist with probate or trust administration duties
- Petition the local probate court for conservatorship if a loved one is no longer able to make critical decisions for themselves
- Modify or update an existing estate plan
- Incorporate long-term care into the individual’s estate plan
- Spend down or use the gift approach to qualify for Medi-Cal
- Set up an irrevocable Medi-Cal long term care trust to preserve non-exempt assets
- Determine eligibility for Aid and Attendance veteran’s benefits
Valencia California Estate Planning Resources
Probate Division | Los Angeles County Court – Visit the official website for Los Angeles County Courts to learn more about their probate division. Access the site to download important forms, review the probate glossary, find answers to commonly asked probate questions, and their various online services to those who need them.
LA Local Court Rules for Probate Court – To learn more about the local court rules for the probate division in Los Angeles County, visit the official website for the Los Angeles County Courts. Access the site to read the various rules of the court for LA County’s probate division including how a hearing is structured.
Self Help Section for Wills, Estates & Trusts – The Los Angeles County Court offers self-help probate and trust resources for anyone interested. These resources include answers to frequently asked probate questions, how to probate an estate, and other important information that may apply to your situation.
Valencia Senior Support Services – Visit the official website for the city of Santa Clarita Valley Senior Center to peruse their support services. Access the site to find resources for caregiver support, in-home programs, financial assistance, senior access, and more.
Los Angeles Department of Aging – Visit the official website for the L.A. Aging Disability Resource Connection (ADRC) whose mission is to provide support for seniors in need of long-term services. Access the site to learn more about their various programs including those for transportation, mental health, and wellness/safety for those over the age of 60.
The Purposeful Aging Los Angeles Initiative – Visit the official website for the Los Angeles Alliance for Community Health and Aging (LAACHA), which is a strategic alliance whose mission is to support seniors, people with disabilities, academia, and their local community. The initiative was created to prepare LA for a rapidly aging population that will hit the area by 2030. Access the site to see their resources for seniors in regard to housing, transportation, etc.
Estate Planning During COVID-19 | LA Law Library – Visit the official website for the LA Law Library to read their various articles cited about estate planning in the time of a pandemic. Access the site to see how COVID-19 may affect your estate plan, why people are starting to plan younger, and what to consider.
Estate Planning Resources in California
California Statutes for Probate– Visit the official website for California’s Legislative Information to learn more about the laws and rules surrounding probate. Access the site to learn more about the probate process itself, what’s required to initiate probate, how to become a personal representative of an estate, and other important information.
Medi-Cal Providers – Visit the official website for California’s Medi-Cal program. Access the site to learn what the program entails, how to qualify for benefits, what is exempt vs. non-exempt property, various self-help resources, and how to get in contact with the program.
Handbook for Conservators – All aspiring conservators are required to have and follow a document known as the “Handbook for Conservators.” Access the site to learn about the various types of conservatorships, how to qualify, your duties as a conservator, and more.
The Trusts and Estates Podcast – Visit the official website for the Executive Committee of Trusts and Estates Section of the California Lawyers Association (TEXCOM) to learn more about their podcast called Trust Me! Access the site to listen to their various episodes hosted by experienced estate planning lawyers on a multitude of topics related to estates, wills, and probate such as inheritance forgery, trustee removal, and more.
Guide to Long-Term Care – Visit an official guide by California’s Department of Aging to read their guide on long-term care. Access the pamphlet to learn more about how to plan for long-term care without going bankrupt, how much long-term care can cost, how to reduce the chance of needing long-term care, and options available for seniors.
Estate Planning Lawyer, Valencia CA | Los Angeles County
The attorneys at Botti & Morison Estate Planning Attorneys, Ltd. have over 60 years of collective experience crafting customized estate plans, litigating probate and trust disputes, assisting clients with probate and trust administration, and working in all other estate planning matters. We can assist you through every step of the process, answer all your burning legal questions, and serve as your biggest advocate for you and your family’s future.
Call Botti & Morison Estate Planning Attorneys, Ltd. today at (877) 585-1885 to set up your first consultation. Botti & Morison Estate Planning Attorneys, Ltd. has offices in Valencia, but that’s not our only location. We also have established offices in Westlake Village, Santa Barbara, Bakersfield, San Luis Obispo, and Ventura.