estate planning attorney, Estate Planning in California

Estate Planning 2025

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19
Nov

New year 2025 concept. Text 2025 written on the road in the middle of asphalt road with at sunset. Concept of planning, goal, challenge, new year resolution.The Essential Role of an Elder Law Estate Planning Attorney

In this blog post, we discuss estate planning 2025. As we age, planning for the future becomes increasingly important. An elder Law estate planning attorney can help you navigate the complexities of estate planning and elder law.

Key Services Provided by an Elder Law Estate Planning AttorneyProper estate planning ensures that minor children and dependents are cared for according to the individuals wishes, including guardianship and financial provisions for their upbringing and education

  • Estate Planning: Drafting wills, creating trusts, and appointing power of attorney and healthcare proxies.
  • Elder Law: Assisting with Medi-Cal planning, veterans’ benefits and long-term care planning.
  • Probate and Estate Administration: Overseeing the legal process of distributing assets after death.

The Importance of Proactive Planning

road to peace of mindProactive planning offers several benefits:

  • Peace of Mind: Knowing your affairs are in order.
  • Asset Protection: Safeguarding assets from creditors and nursing home costs.
  • Tax Minimization: Reducing estate tax liability.
  • Ensuring Your Wishes: Ensuring your wishes are honored, even if you become incapacitated.
  • Smooth Transitions: Streamlining the transfer of assets to heirs.

Financial Planning SolutionsFinancial and budget planning concept with calculator laptop and finacial report

An elder law estate planning attorney can also help with financial planning, working with financial advisors to provide comprehensive guidance. This includes:

  • Evaluating financial products: Assessing long-term care insurance, annuities, and reverse mortgages.
  • Developing investment strategies: Creating plans that balance risk and return.
  • Minimizing estate taxes: Implementing strategies to reduce tax liability.
  • Protecting assets from creditors: Utilizing legal techniques to shield assets.

Why Choose an Elder Law Estate Planning Attorney?

Gavel with elder law plate and books.An elder law estate planning attorney specializes in the unique legal and financial challenges faced by aging individuals. They can provide personalized advice and guidance to help you make informed decisions.

By working with an elder law estate planning attorney, you can ensure a secure future for yourself and your loved ones. Get legal professional help early. An estate planning attorney and a financial planner can help you create a plan that meets your specific needs.Law concept - Open law book with a wooden judges gavel on table in a courtroom or law enforcement office on blue background. Copy space for text

About Walnut Creek Elder Law in Walnut Creek, California

Michael J. Young is an experienced elder law, estate planning and asset protection planning attorney in Walnut Creek, CA. Mr. Young advises his clients regarding their estate planning needs with an emphasis on asset protection, Medi-Cal qualification, and preservation of assets for various levels of their care as they get older.  Mr. Young’s journey into elder law began when his mother suffered from an acute injury that required her to be in a skilled nursing facility. He is co-author of the book, Don’t Go Broke in A Nursing Home and is the author of the “Alzheimer’s Legal Survival Guide.” Mr. Young presents monthly workshops in Walnut Creek regarding estate planning, asset protection, and Medi-Cal planning. He has helped many clients over the years successfully qualify for Medi-Cal and has protected their assets from state recovery. Call today to schedule a consultation (925) 256-0298.