Planning for the future can bring peace of mind for you and your family. At the Law Offices of Norman J. Homen, we help clients create estate planning documents that reflect their wishes, protect their loved ones, and reduce confusion during difficult times.<\/p>\r\n
Our firm’s primary focus is workers’ compensation, Social Security Disability, SSI, denied claims, and appeals. We also assist clients with wills and trusts when they need guidance with family planning, future care, property, or disability-related concerns.<\/p>\r\n
A California estate plan may include a will, living trust, power of attorney, and advance health care directive. These documents can help you decide who receives your property, who can make financial or medical decisions for you, and who may care for minor children if needed. California Courts identifies wills, trusts, powers of attorney, and advance health care directives as important planning documents for illness, incapacity, and death.<\/p>\r\n
Without a plan, your family may face added stress, delay, and court involvement. A clear estate plan can help your loved ones understand your wishes and take the right steps when the time comes.<\/p>\r\n
A will allows you to state how you want certain property distributed after death. It can also name an executor to handle your estate and name guardians for minor children. The California Attorney General notes that a will or trust can be used to control how assets are distributed and to make arrangements for minor children.<\/p>\r\n
A will does not always avoid probate. Depending on the type and value of the property, probate may still be required. We can review your goals and explain whether a will, trust, or other planning tool may be appropriate for your situation.<\/p>\r\n
A living trust can help some families manage property during life and transfer assets after death without full probate for properly funded trust assets. This may be helpful for clients who own a home, have children, want added privacy, or want a clearer plan for incapacity.<\/p>\r\n
In California, some smaller estates may qualify for simplified transfer procedures. For deaths on or after April 1, 2025, California Courts states that a new law raised the limit for certain primary residences to $750,000 when eligibility requirements are met.<\/p>\r\n
Estate planning is not only about what happens after death. A power of attorney can allow someone you trust to handle financial matters if you cannot manage them yourself. An advance health care directive can name someone to make medical decisions and state your care preferences.<\/p>\r\n
These documents can be especially important for people facing serious injuries, disability, illness, or long-term medical treatment.<\/p>\r\n
You may need to create or update your estate plan after:<\/p>\r\n
A work injury or disability diagnosis
A marriage, divorce, birth, or death in the family
Buying or selling a home
A major change in income, benefits, or medical needs
Moving to California or acquiring California property
A change in who you trust to make decisions for you<\/p>\r\n
The Law Offices of Norman J. Homen serves clients from offices in Garden Grove, El Monte, and San Jose. We offer support in English, Spanish, and Vietnamese.<\/p>\r\n
Contact us today to schedule a free consultation. We can review your situation, explain your options, and help you decide the next step for your family’s future.<\/p>\r\n
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