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ESTATE PLANNING IN CAMPBELL

Estate planning in Campbell and the surrounding areas is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others.

Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.

When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death. Estate planning can be accomplished through a variety of methods, including:

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Probate Calculator

In California, the probate code sets a statutory fee for attorneys and executors for the administration of an estate. Many families are shocked to learn just how much the probate process will cost them, often leaving them with a much smaller inheritance than they’d expected. Use our calculator below to estimate Probate fees for estates over $208,850, but less than $10,000,000.
Probate fees are set by California Probate Code Section 10810.

Probate Calculator

Estimated value of real and personal property. Numbers only. No $ and no commas.

4% of the first $100,000.

3% of the next $100,000.

2% of the next $800,000.

1% of the next 9 million

.5% of the next 15 million

Fees for both the attorney and the executor of your estate

Protect Your Assets from Nursing Home Costs

Download our free Medi-Cal Planning and Division of Assets Consumer's Guide to learn about California's Medi-Cal rules, long-term care planning options, and strategies that may help protect your family's financial future.

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Probate Calculator Form

In California, the probate code sets a statutory fee for attorneys and executors for the administration of an estate. Many families are shocked to learn just how much the probate process will cost them, often leaving them with a much smaller inheritance than they’d expected. Use our calculator below to estimate Probate fees for estates over $184,500, but less than $10,000,000. Probate fees are set by California Probate Code Section 10810.

First Name*
Last Name*
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Elder Law and Medi-Cal Services

Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that we stand a 40 percent chance of needing long-term care at least once before we die. Therefore, everyone should take into account that at some point residency in a nursing home or an assisted living facility may be needed.

However, the substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medi-Cal.

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