PRACTICE AREA

ESTATE PLANNING

What is Estate Planning?

Estate Planning allows you to determine how your property will be managed while you’re living, how it will be distributed at your death, specify your health care wishes in case you are incapacitated and ensure your loved ones are provided for in your absence.

Estate Planning

Living Trust

The flexibility of trusts make them an appealing planning tool. A trust can eliminate the need to appoint a conservator for your estate should you become incapacitated and eliminate the need for probate at your passing.

Special Needs Planning

We help families plan for a loved one with a disability, including special needs trusts designed to support their needs while preserving eligibility for applicable public benefits. The trust’s terms, funding and use must be considered carefully.

Learn more about special needs planning.

Guardianships for Children

We help families navigate the court process of establishing a legal guardianship for a child.

Learn more about guardianships for children.

Durable Powers of Attorney

This document allows you to name an agent to make financial decisions for you in case you are incapacitated in any way.

Advance Health Care Directive (Living Will)

An advance health care directive lets you name someone to make health care decisions when you cannot and record your wishes for medical care.

Trust Administration

We help trustees understand their responsibilities and carry out the steps involved in administering a trust.

Probate

After a loved one dies, we help you determine whether probate is needed and guide you through the process.

Medi-Cal Planning

We help individuals and families understand Medi-Cal eligibility and plan for long-term care needs.

Book an appointment

Book a consultation  directly on Cagla Basar’s calendar by simply choosing a date and time that is most convenient for you.

Blog
Cagla Basar

Planning for California Blended Families

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate

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Blog
Cagla Basar

Aging Americans are at Risk for Bankruptcy

The golden years are turning into bankruptcy red for many retired and aging Americans. While medical advances are keeping seniors alive longer, the associated healthcare costs in the quest for longevity are being off-loaded onto

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