At Chawla Legal Group, we develop lifelong relationships with you, so we can ensure that you will have lifelong plans.
We do not treat you like a transaction, charge you for your documents, and send you on your way. Instead, we welcome you into an estate planning process that starts with education to help you decide what your goals are. Next, we assess what your goals, needs, and wants are so we can put the proper estate planning tools in place. Then we design your plan and draft all the necessary documents. After reviewing and signing the documents, we make sure the plan is fully funded and that you have had a discussion with your family and financial professionals to make sure everyone is on the same page as to how your plan will work.
ESTATE PLANNING IS FOR EVERYONE!
You need estate planning if………..
You have assets to lose, but cannot afford to lose them
You have a family member with special needs
You have a family member requiring special care (long-term care, in-home care, skilled nursing facility)
You have minor children
You have children or grandchildren on financial aid
You have a blended family
You are a small business owner
You become incapacitated
You have adult children above the age of 18
TRADITIONAL ESTATE PLANNING
Preserve control of your assets while living and minimize or avoid probate upon death
ASSET PROTECTION PLANNING
Protect your assets and loved ones from creditors while living and upon death
Pre-plan to retain as many assets as possible when qualifying for Medicaid, or preserve as many assets as possible in case of crisis
DISABILITY AND SPECIAL NEEDS PLANNING
Protect yourself or loved ones with disabilities or special needs from creditors or from losing government assistance