AVVO

Estate Planning for AVVO Clients: 

Call 877-696.2529 or fill out the contact me box for questions or to arrange your FREE consultation.

Why use Brian Chew and OC Wills and Trust Attorneys to prepare your estate plan

• All consultations, drafting of documents and review of your documents are performed by Brian Chew
• Flexible appointments including in home, weekends and evenings
• Affordable flat fees with no surprises
• Plans typically finished within a week of your initial consultation
• Complete education and review of all documents
• Children are always welcome at our offices

Special Discounts for AVVO Clients

• Living Trusts: $899 for individuals and $999 for couples
• Wills: $149 for individuals and $249 for couples
• Power of Attorney for Finance and Healthcare Directive: $99 per person

10% off our Custom Estate Planning Package which includes

• Living Trust (Including AB Living Trust)
• Pour Over Will (2)
• Durable Power of Attorney (2) 
• Advanced Healthcare Directive (2) 
• Estate Planning Binder for original documents
• Digital copies of all estate planning documents
• All consultations with Brian Chew
• Free Amendments for the first five years
• Draft and File new grant deed for your primary residence
• All notary and filing fees

$1,500 for couples or $1,250 for individuals (before discount)

Other Estate Planning Services

• Durable Power of Attorney - $150/Couple, $100 for individual
• Advanced Health Directive - $100/Couple, $75 for individual
• Special Needs Trust - $1000 alone or $500 as part of a complete estate plan
• Irrevocable Support Trust - $1500 alone or $750 as part of a complete estate plan
• Amend an existing living trust or will - $225 per hour
• Restate an existing estate plan including a living trust - $1000  for couples and $900 for individuals
• Deed Recording (Includes Document Preparation and Filing) - $100 for Orange County, $125 for the rest of California and $150 for properties in any other state
• Irrevocable Life Insurance Trust, Charitable Remainder Trust, Grantor Retained Annuity Trust and Qualified Personal Residence Trusts $1500-$2500 (50% off if part of an estate plan)

Why Do I Need an Estate Plan in Orange County?

1. Guardianship: If you have minor children, you will be able to nominate in your Will a guardian to care for your children until they reach adulthood.  Also, you can appoint a trustee to oversee your assets on behalf of your minor children.
2. Inheiritance Protection: If you have an estate worth in excess of $100,000, you will need a revocable Living Trust to avoid the delays and costs of the Probate.  The state administered process of Probate can cost your heirs 4%-8% of the gross value of your estate and can delay distributions from your estate for 12-24 months.  These costs and delays occur even if you have a valid will.
3. Incapacity: In the case you become incapacitated, your Durable Power of Attorney will appoint a trustee to manage your financial affairs and your Advanced Health Directive will direct your health agent as to your wishes with regards to your health care.
4. Federal Estate Taxes: If you have a sizable estate and are married, a Living Trust can be used to reduce the impact of federal estate taxes which can amount to 45%-55% of the value of the estate.
5. Advanced Estate Tax Planning: If you have a very large estate (4 million +), you can use various types of trusts to reduce or delay payment of federal estate taxes.  These types of trusts include: Irrevocable Life Insurance Trust, Grantor Annuity Trusts, Charitable Remainder Trusts and Qualified Personal Residence Trusts.
6. Special Needs: If you have a child who is currently receiving disability benefits, you will want to set up a Special Needs Trust in order to ensure that they will continue to receive their benefits upon your passing.
7. Asset Control: There are many reasons why you may not want your heir or even your spouse to inheirit your entire estate at once.  There are many advantages to having your estate assets remain in trust as you are able to set the paramaters under which your heirs can use your money. Also creating trusts for your heirs can protect their inheritances from creditors, judgments, divorces etc.
   
8. Medi-Cal Planning: If you are receiving Medi-Cal benefits and would like for your estate to avoid Medi-Cal Estate Recovery when you pass on for assets such as your home, you can create a Medi-Cal Personal Residence Trust that will allow you to live in your home for the rest of your life and allow your home to pass to your children while avoiding any Medi-Cal estate recovery liens.  You can also then sell your home and benefit from the proceeds of the sale without being disqualified for Medi-Cal.

Call 877-696.2529 or fill out the contact me box for questions or to arrange your FREE consultation.