Estate Planning
Congratulation on taking the first steps in securing your family future.
Families & Individuals
Planning for Children
Asset Protection Planning
Families & Individuals
WHAT’S ESTATE PLANNING FOR FAMILIES AND INDIVIDUALS?
We all wish to live long healthy lives and we seldom get the chance to prepare for the unexpected, unanticipated, and the inevitable. By creating a proactive plan that takes into account uncertainties, you will experience a peace of mind knowing that you and your loved ones will be protected with the proper amount of care that you deserve, at a time when you need it the most. Each plan is different because each family and individual is unique. We take the time to get to know you so that we can counsel you to make the decision that’s best for you.
Play Video
A welcome message from our founder on why estate planning matters—and how it benefits you!
Planning for Children
Naming a guardian in your will is not enough to provide full protection to your children in case something happens to you and you are not able to care for them. A comprehensive guardianship plan will make sure your kids don’t end up in child protective services, regardless of the circumstances. More so, creating this plan will give you an opportunity to look deeper into your own values, what’s important to you when it comes to raising your children, and ultimately gives you clarity around your most important asset, your family!
Play Video
A welcome message from our founder on why estate planning matters—and how it benefits you!
Asset Protection Planning
If you are like most folks, you and your family have worked hard to accumulate the wealth that you have. With some careful planning, you can ensure that your assets are protected and your wealth is preserved and continues to grow for many generations to come. Similar to all other aspects of Estate Planning, this is not a one-size fits all. Every family has a unique set of assets, family dynamics, and each individual has different goals and objectives. We have created a process through which we take the time to really get to know you and your unique situations, so that we can counsel you on how to plan for prosperity.
Play Video
A welcome message from our founder on why estate planning matters—and how it benefits you!
WHAT’S ESTATE PLANNING FOR FAMILIES AND INDIVIDUALS?
We all wish to live long healthy lives and we seldom get the chance to prepare for the unexpected, unanticipated, and the inevitable. By creating a proactive plan that takes into account uncertainties, you will experience a peace of mind knowing that you and your loved ones will be protected with the proper amount of care that you deserve, at a time when you need it the most. Each plan is different because each family and individual is unique. We take the time to get to know you so that we can counsel you to make the decision that’s best for you.
Play Video
A welcome message from our founder on why estate planning matters—and how it benefits you!
Naming a guardian in your will is not enough to provide full protection to your children in case something happens to you and you are not able to care for them. A comprehensive guardianship plan will make sure your kids don’t end up in child protective services, regardless of the circumstances. More so, creating this plan will give you an opportunity to look deeper into your own values, what’s important to you when it comes to raising your children, and ultimately gives you clarity around your most important asset, your family!
Play Video
A welcome message from our founder on why estate planning matters—and how it benefits you!
If you are like most folks, you and your family have worked hard to accumulate the wealth that you have. With some careful planning, you can ensure that your assets are protected and your wealth is preserved and continues to grow for many generations to come. Similar to all other aspects of Estate Planning, this is not a one-size fits all. Every family has a unique set of assets, family dynamics, and each individual has different goals and objectives. We have created a process through which we take the time to really get to know you and your unique situations, so that we can counsel you on how to plan for prosperity.
Play Video
A welcome message from our founder on why estate planning matters—and how it benefits you!
COMMON SCENARIOS IN ESTATE PLANNING
Scenarios
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Estate Planning helped!
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COMMON SCENARIOS IN ESTATE PLANNING
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Problem
Father of two young children suddenly passed away leaving his wife widowed. He was the owner-operator of his own semi-truck. The family owned a home, a business, had bank accounts and some investment accounts. He did not have a life insurance policy. Since he did not have an Estate Plan in-place, not even a Will, all of his assets were frozen as the family went through probate. During the year and a half that they were in probate court, they could not afford to make the monthly mortgage payments, and they lost their home.
Solution
In this situation, it would have been beneficial for the couple to have created a Living Trust. As a result, when the husband passed away, his wife could continue to have access to the business accounts, personal accounts, as well as full ownership of the home. As a result, she could have sold the business, sold the home and moved to a smaller apartment, and continued to make mortgage payments from the bank accounts, which were otherwise frozen due to probate. More so, if the husband had a life insurance policy, his family would have received a lump sum amount in order to more easily deal with the catastrophic situation of losing the primary earner in the household.
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Problem
Parents of a newly born were driving on the highway with grandma. They got in an accident with a semi-truck that had lost control and all of the adults in the car passed away. The newborn was handed over to Child Protective Services until a judge could decide who would take care of the baby. The judge, who is a total stranger, made his decision based on the information he had on paper, as opposed to knowing exactly which family members or friends would be in the best position to raise the child and which ones have the child’s best interest at heart.
Solution
Even though it is highly unlikely that both parents could pass away at the same time, in reality it can and does happen. Because the implications of it happening are catastrophic, it is best to have a comprehensive guardianship plan in-place. Had the parents prepared such a plan, the first responders would have found their wallet ID cards and called the temporary guardians so they could arrive at the scene and care for the baby. More so, the parents would have named permanent guardians, so it came time for the judge to decide, he could simply refer to the parents’ decision and as long as the permanent guardians are willing and able, they would care for the baby until they turn 18. Lastly, the parents would have left behind detailed instructions to the guardians in order to raise the child per the parents wishes and align with their values.
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Problem
26 year-old unmarried woman went into a coma due to a rare disease that diminished her mental cognition and capacity for a brief period of time. She did not have an Estate Plan or an Advanced Healthcare Directive, and as a result, she had not elected any healthcare agents. Her next of kin was her mother, who had drastically different values from her. While the daughter was in coma, her mother made all of the medical decisions, some of which went completely against her daughter’s values and wishes, including the type of food she was fed. None of the daughter’s friends could convince the mother to abide by her daughter’s unexpressed wishes and when she awoke from the coma, their relationship was strained and the daughter was distraught when she found out about the decisions that were made for her.
Solution
If the daughter could have prepared an Estate Plan, which always includes an Advanced Healthcare Directive. As part of the plan, she would have selected medical agents who would respect her decisions and her way of life. In addition, as part of the same directive, she could have left specific directions as for the type of food she wants to be fed, which would align with her values and overall outlook on life.
ESTATE PLANNING FAQS
Estate Planning is creating a proactive plan for your loved ones, so in the case that you become incapacitated or pass away, they have a set of guidelines, a counselor, and the resources they need to move forward and live life in the best way possible, despite the tremendous loss of your presence. As a part of the same plan, you also express how you wish to be cared for if you were to become physically or mentally incapacitated.
Everyone needs a plan. In fact, everyone already has a plan. It is the state’s default plan. As a part of our process, we explain what the state’s default plan is for you. If you like what the government has decided for you, then you don’t need to take any action. If you don’t, then you express which parts of it you want to change and we will help you make those changes.
Life & Legacy Planning Session is the first step in the process of creating the roadmap you will leave for your loved ones in case you become incapacitated or when you pass away. It is a 1.5-hour working meeting, during which time, you will share about your family dynamics, your assets, your goals and objectives, as well as your worries and concerns. We will then share about the law and will explain how it applies to you. From there, we give you different options and you will pick the plan that’s most efficient and most affordable for you.
The Life & Legacy Planning Session costs $770 because it is a working meeting and our attorney sets aside 1.5 hours of his time to meet with you. However, if you agree to do some homework in advance and attend the meeting with all of the decision-makers in your household, we will waive that fee. If you already have an estate plan that you’d like for us to review, the cost of the session would be $970 and we don’t waive that fee.
There are two ways to book your Life & Legacy Planning Session.
Option 1: Book a complimentary 15-minute call by clicking on this link.
Option 2: Attend one of our upcoming events by clicking on this link.
Option 1: Book a complimentary 15-minute call by clicking on this link.
Option 2: Attend one of our upcoming events by clicking on this link.
The planning process takes approximately 1.5 to 3 months, depending on the level of planning you choose. We can accommodate expedited plans for an additional cost.
We will give you a lawyer’s 2 favorite words: it depends. It is possible that some or all of your assets automatically go to your spouse upon your passing, but it depends on what you own, how much you own, how you own it and too many other factors to list here. The best way to find out would be to go through a Life & Legacy Planning Session, submit your homework in advance, and attend the meeting with your spouse. Together, we will review exactly which of your assets would automatically go to your spouse and which ones could be subject to probate.
A legacy interview is an important piece of the Life & Legacy Planning process. While it is not legally binding and it is completely optional, it gives you a rare opportunity to memorialize your story, values, life experiences, lessons learned, and many other parts of you that make you the unique human being that you are. This is often not reflected in typical estate plans, even though it may be the most important piece that you leave behind. The interview takes about an hour and is facilitated by Bijan himself.
CLIENT EXPERIENCES
The feeling that myself and my loved ones are secured is priceless. I used to be constantly worried about my family, my assets and what would happen to them in the future. After working with Bijan, I finally have peace of mind when it comes to these things.
- David E. -Service provided:
Estate Planning for Parents of Minor Children
Estate Planning for Parents of Minor Children
If you’re looking for a lawyer that possesses integrity, loyalty, and character, you need not go any further. I speak from the heart when I say, “Bijan Roboubi encompasses all these traits and then some”.
- Charles V. -Service provided:
Estate Planning for Individuals
Estate Planning for Individuals
Thank you Bijan for a truly professional job putting our trust together. Your knowledge, advice, thoroughness, and most of all your patience made this process much easier than I was expecting going in.
- David W. -Service provided:
Estate Planning for Families
Estate Planning for Families
Bijan may be the most thoughtful, kind, and approachable attorney I have ever worked with. He goes above and beyond to provide great service and share his knowledge. I am so glad I found him.
- Jessica W. -Service provided:
Estate Planning for Married Couples
Estate Planning for Married Couples
What sets Bijan apart is his remarkable emotional intelligence and profound understanding of human emotions and stresses. This brings an unparalleled level of comfort when working with him.
- Bestoor B. -Service provided:
Asset Protection Planning
Asset Protection Planning
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