Practice

Estate Planning

Our Estate Planning clients appreciate the peace of mind they have once their estate plans are in place.  They know that their families will be taken care of as they intend and that their assets will be preserved based on current tax laws. With probate costs so high in California, anyone with probate assets valued at over $150,000 should consider a Revocable Living Trust.  Even those families with minor children that do not have $150,000 in assets would benefit in the long run by having a Revocable Living Trust. A Revocable Living Trust provides protection during life as well as upon death while a Will defines how assets are distributed upon death. An Advance Health Care Directive and Power of Attorney are other necessary legal documents and their importance should not be overlooked.

Young Adults between the ages of 18 and 25 are protected by privacy laws that can prevent parents from making medical decisions on their behalf if they become ill or seriously injured and unable to speak for themselves. Children heading off to college, or already there, should have a HIPAA Authorization, a Power of Attorney and an Advance Health Care Directive to ensure that parents can be actively involved in their care (especially if the child is not yet financially independent). These documents are included as part of our Estate Planning Packages or can be drafted separately for adult child(ren).

Medical Billing Advocacy and Recovery

The majority of all medical bills today contain errors and/or overcharges, yet understanding the complexity of medical billing codes can be a daunting experience. As Medical Billing Advocates, we take the pressure away from the sick or injured person and work directly with medical providers and insurance companies on their behalf. On average, there is a 30% recovery possibility.

Contact us today for peace of mind tomorrow!
Call 760.814.0158 or contact us by email.

 

 

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