Moraga Estate Planning Attorneys

Helping You Secure Your Assets

Feldman Law Group understands that estate planning can feel like a confusing, insurmountable task. Our lawyers are here to help make sure your assets and wishes are protected. We have extensive experience handling a wide range of estate planning matters, and we are prepared to put our knowledge to work for you.

Call our office today at (925) 208-4543 to schedule a consultation with a member of our Moraga estate planning team.

Wills

A will is an essential part of most estate plans. It ensures that your assets are distributed according to your wishes after you've passed away. 

Without a will, the state can determine who inherits your assets, possibly resulting in property going to people you didn't intend. 

In California, you must sign your will in the presence of two witnesses. Our firm can serve as a witness, and we can help you choose another trusted individual as your second.

After you create a will, you should update it periodically. Significant life changes such as marriage, divorce, or the birth of a child have a dramatic impact on your estate, and your will should reflect such changes. 

We can help you create a strong will with solid wording, helping ensure that your hard-earned assets go where they should.

Trusts

Trusts provide a level of control that a will cannot offer, and they can save your loved ones from the complexities of probate court. In California, there are several different types of trusts to choose from, each with its own benefits and drawbacks. 

For example, a revocable living trust can be changed and updated throughout your lifetime. An irrevocable trust, however, has tax advantages, but it cannot be altered after creation. 

Choosing between a will and a trust can be complicated, and you can even use both, depending on your circumstances. Our team can help you create an estate plan that works for you and your loved ones. We can advise you on what should go into a trust, a will, or both.

Medi-Cal Planning

Medi-Cal is a state and federal program aimed at providing healthcare coverage to low-income families and individuals. The qualifications for this program are quite stringent, meaning you qualify only under rigid conditions. 

By carefully structuring your estate, you can ensure that you meet Medi-Cal's eligibility criteria. Doing so will help you receive the benefits you need to help you pay for medical expenses. 

Planning for Medi-Cal is a complex process. It involves a range of financial and legal considerations. When incorporating Medi-Cal into your estate plan, working with our team can make all the difference. We can guide you through the legal process and make sure your estate is structured to maximize your eligibility for Medi-Cal benefits.

Conservatorships

Conservatorships are legal arrangements that allow a court to appoint a conservator. This person manages someone else's personal and financial affairs. The person who needs a conservator cannot make these decisions themselves because of incapacity or disability. 

The conservator's role includes making decisions about healthcare, finances, and daily living activities. California law provides for both permanent and temporary conservatorships, and they can be established for minors and adults. 

With careful planning, a conservatorship can provide important protection and support for those in need. They also offer peace of mind for loved ones. 

If you are considering a conservatorship as part of your estate plan, consult with our team. We can carefully craft your plan, ensuring that your wishes and goals are properly documented and protected.

We can assist you with all of the following and more:

• Probate
• Guardianships
• Asset protection
• Power of attorney
• Estate tax planning
• Charitable planning
• Revocable living trusts
• Special needs planning
• Advance health care directives
• And much more!

You can schedule time with our Moraga estate planning lawyers by contacting us online.