Schomer Estate & Wealth Advisors

Los Angeles estate planning can provide you with peach of mind. Leaving behind a legacy is not just something wealthy people do. Whether you have built a business, have millions in the bank, or have a small estate, you can make gifts and make a lasting difference to the people you love after you are gone.  

You have worked hard for your entire life to leave behind a legacy, but unfortunately, more than 70% of family businesses won’t survive a transition to the next generation. The probate process and fighting among heirs can both undermine business operations, but the one issue that most commonly plagues a business are estate taxes. By using strategic methods of transferring ownership, Medi-Cal planning, incorporation, trusts, and joint-ownership, we can help to prevent your loved ones having to face selling off what they inherited in order to pay taxes for it. We can help you to create a plan today that will protect your family legacy tomorrow.

Considering the realities that come with age, especially the legal implications, is what elder law is all about. Whether you are nearing retirement, have an elderly parent you are worried about, or are simply interested in learning more about the legal issues that you might face as you age, talking to an attorney that specializes in elder law and Medi-Cal issues is a necessity.

A power of attorney is the single most important legal tool that gives you control over what happens to you when you can no longer speak for yourself. A Los Angeles power of attorney lawyer at the Schomer Estate & Wealth Advisors can help you to take action now, creating a power of attorney that will let you determine who acts on your behalf to manage things quickly and privately when you can no longer manage your own affairs. Everyone should have a power of attorney in place long before they ever need one.