Do I Need an Estate Plan?

Buying a home, having a child, getting married—these are exciting life moments that come with so many questions. Our Laguna Beach, Orange County estate planning attorneys are here to help guide you along the way.

We offer personalized estate planning advice to fit your needs.

We start with your goals—the reason you're looking to create an estate plan. Then, we make various recommendations based on your needs, goals, family, and assets and liabilities. Along the way, we’ll explain various options so you really understand how we bridge strategy and execution to achieve your goals.

We call this type of personalized strategy "goal-based estate-planning," and find that clients are pleased with applying an approach that is typically reserved for financial planning and wealth management.

 

IF YOU’RE BUYING A HOME…

We’ll make sure to protect what is in all likelihood your most valuable asset, so all that hard work can be passed to beneficiaries in a tax-efficient manner, controlled by you.

IF YOU GOT MARRIED…

We’ll forge a new, smarter estate plan that reflects your brand new partnership so the two of you can feel secure knowing there is always a plan, for better or worse.

IF YOU HAVE CHILDREN…

We’re here to help you plan for all the new adventures of parenthood, so you can have peace of mind knowing your children will always be taken care of.

IF YOU RECEIVE AN INHERITANCE…

Our team of estate planning attorneys will make sure that your inheritance is properly protected and is positioned to provide for you in the way it is intended.

IF YOU’RE NOT SURE WHAT TO DO…

We have a plan for you. Often times, we find that clients have a general idea of what type of estate plan they should have, but aren’t sure of the details. We’re here to fix that.

Always Free Initial Consultations

Our singular focus is to provide individually-tailored legal advice that allows for a truly personal experience. We want to be your partner in life and business.

Let's work together.

 

Estate planning opportunities for everyone.

We offer a variety of estate plan packages that are personalized for your goals and needs. While most of our clients choose our Wealth package, we also offer Foundation and Legacy packages for those looking for the basics or, in the alternative, those looking for us to handle everything for them.

Each estate plan package is built on our core principles: a simplified approach that builds value—real tangible results. We embrace technology and have eliminated the “red tape” so we can deliver cost-effective, yet robust solutions typically reserved only for the wealthiest clientele.

Foundation

Our plan for those who don't have many assets, but would like to ensure their minor children are cared for, their health care decisions are made ahead of time and certain individuals can act on their behalf in case of incapacity.

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Wealth

Our plan for those who have assets they would like to ensure are kept in the family, transferred to heirs outside of probate, and sheltered from taxes and creditors where possible. All funding and asset titling in this plan is handled by the client.

Learn more

Legacy

Our plan for those who fit our Wealth plan, but would also like total assurance everything will be handled by our team from outset and through the first basic amendment.

Learn more

Have some trust administration questions?

 

Meet your Orange County, California estate planning lawyers.

schlau rogers estate planning business law orange county california laguna beach attorney

Joshua Rogers, Partner

Laguna Beach estate planning lawyer.

 
schlau rogers estate planning business law orange county california laguna beach attorney

Tom Yacko, Of Counsel

Laguna Beach estate planning lawyer.

 
schlau rogers estate planning business law orange county california laguna beach attorney

Matthew Schlau, Partner

Laguna Beach estate planning lawyer.

 

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Where can I find an estate planning attorney near me? Get in touch.

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© SCHLAU ROGERS LLP is a California based estate planning and business law firm, serving Laguna Beach, along with all of Orange, San Diego, Riverside, and Los Angeles counties. All rights reserved.