Plot a course for your family now. (714) 525-4600
Plot a course for your family now.

Articles & Professional Info

Special Needs Trust Planning in Orange County: How to Secure a Lifetime of Care for Your Loved One

Special Needs Trust Planning in Orange County: How to Secure a Lifetime of Care for Your Loved One

Posted by Marty Burbank | Sep 12, 2025 | 0 Comments

Planning a Special Needs Trust in Orange County ensures that an individual with disabilities receives essential support without jeopardizing critical government benefits. This comprehensive guide outlines the purpose, types, benefits, eligibility criteria, setup process, management, costs, local resources, and how OC Elder Law’s secure document storage and expert planning services streamline each phase.

Navigating Probate After a Loved One’s Passing: What You Need to Know About the Probate Process

Top Estate Planning Firms in Orange County: What Sets Them Apart and How to Choose the Best Attorney

Posted by Marty Burbank | Sep 12, 2025 | 0 Comments

Fewer than 35 percent of Americans have a comprehensive estate plan despite 83 percent recognizing its importance, making expert guidance crucial for Orange County residents. This article explains why local specialization matters, outlines the qualities that distinguish top firms, details essential legal documents, explores specialized services—from elder law to digital legacy management—and examines costs, selection criteria, and next steps.

Probate Court Assistance in Orange County: How to Navigate the Legal Process After a Loss

Posted by Marty Burbank | Sep 12, 2025 | 0 Comments

Losing a loved one often brings overwhelming legal responsibilities, and navigating the Orange County probate court system can feel like an uphill battle. This guide delivers clear definitions, procedural steps, cost breakdowns, executor duties, avoidance strategies, conservatorship insights, document checklists, dispute resolution options, and local resource pointers—all in one place.

Major Changes Coming to Medi-Cal: How New Asset Rules Will Affect Your Skilled Nursing Home Coverage

Posted by Marty Burbank | Aug 15, 2025 | 0 Comments

Medi-Cal Asset Limit Changes: Key Points Summary What's Happening: Starting January 1, 2026, California will bring back asset limits for Medi-Cal skilled nursing home coverage that could disqualify many current recipients. The Timeline: Before 2024: Strict $130,000 asset limit for individuals, $195,000 for couples 2024-2026: No asset limits - anyone could qualify regardless of wealth After January 1, 2026: Asset limits return to pre-2024 levels Who's Affected: Current Medi-Cal recipients will be reassessed during their next eligibility review after January 1, 2026 Many people who qualify now may lose coverage if they have too many assets New applicants will need to meet the asset limits to qualify Why This Matters: Nursing home care costs over $114,000 per year on average People may be forced to spend down life savings to qualify again Some may lose independence and require more expensive institutional care Take Action Now: Limited opportunity to be "grandfathered" under current rules if you act before December 31, 2025 Complex legal planning may help protect assets and preserve eligibility Contact OC Elder Law for expert guidance before time runs out Bottom Line: If you or a loved one relies on Medi-Cal for skilled nursing care, these changes could significantly impact your coverage and financial security. Professional legal guidance is essential to navigate these complex rule changes.

Estate Planning for Blended Families: How to Ensure Fairness and Clarity in Asset Distribution

Posted by Marty Burbank | Jul 18, 2025 | 0 Comments

Blended family estate planning involves navigating complex interrelationships and evolving family dynamics. Emotions can run high, and past experiences may influence decisions about asset distribution. A major challenge is balancing the interests of biological children with those of stepchildren, often leading to disputes if directives are unclear.

  • 3 of 14

Client Reviews

We're Honored to Serve ★★★★★ “Couldn’t be happier with the outcome of my visit with him; I now feel empowered to put my living trust back on course.” - David A. All Reviews

Menu