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 estate 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 Trust

This special type of trust allows individuals with disabilities to have an unlimited amount of assets in a trust without disqualifying them from government benefits.

Asset Protection Trusts

This type of trust provides creditor and divorce protection for your beneficiaries.​​​​​​​

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.

Advanced Health Care Directive

A healthcare directive allows you to designate an agent to make medical decisions for you in case you cannot speak with a doctor yourself.

Trust Administration

Unlike the probate process, trust administration is a not a court-supervised process. If you have been named as the Trustee of a loved one’s Living Trust, there are certain steps you need to take.

Probate

In the event a loved one dies without an estate plan in place, we can help you determine if probate is needed and walk you through this process.

Govt Benefits planning

For those who are facing deteriorating health and in need of additional help, we can help you decide if you qualify for Medi-Cal or Veterans benefits.

FREE SEMINAR

Estate Planning 101

Join us at any one of our monthly Estate Planning seminars, where Cagla Basar helps families understand how estate planning works.

free consultation

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

getting started with estate planning
Blog
Cagla Basar

HOW TO GET STARTED WITH YOUR ESTATE PLAN

‘Estate’ is a fancy word. It merely means every asset you own, including your home, bank accounts, all your personal property. Depending on the size of your estate and the type of assets you own,

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Blog
Cagla Basar

WHAT IS ESTATE PLANNING?

Estate Planing allows you to determine how your property 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

Read Blog »
Featured
Cagla Basar

Estate Planning for Young Adults

For many young adults, drafting an advance health care directive is the last thing on their minds. Many of us, at some point or another, have thought about what we would want the doctors to

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