This area of law is complex I spend many hours making complicated concepts simple. Most people think that all lawyers do is use forms and put names in them. Of course we use forms, there are thousands of possible forms to use, and it is important to know which form to use and why. There is no one size fits all solution.
I have reviewed several Do It Yourself Forms, and they all suffer from the same
problem, they are designed for the perfect family, one where the mom and dad are still married to each other, and the kids are perfect. Most Baby Boomers do not have the perfect family divorce is common.
As more people live longer there will be more people suffering from stokes, Parkinson’s, dementia or Alzheimer’s. The need for people who understand and are able to take care of the unique needs of the Baby Boomers as they age is great.
People need an attorney who knows how to plan for families who are not perfect. Attorneys who understand that most people who reach their 65th birthday still feel young and are anticipating living until they are 90, most like me have at least one parent who has reached their 90th birthday.
Each time someone comes into my office and does not retain me I feel as though I have let them down. If you do nothing or worse do it wrong you won’t know, until it is too late. If you do nothing, the law will take over and the law can have unintended consequences.
If you used one of the “do it yourself forms” perhaps you are like many who have been in my office, you thought these forms were cheaper than a lawyer. Documents such as the Wills and Trusts are confusing, you could fill out the forms wrong.
For many the words Executor, Administrator, Trustee, Living Will, Living Trust, Probate, Conservator and many others all sound the same but they mean different things. Worse yet the forms cannot guide you, and if you are trying to fit your family with his kids, her kids and our kids into a form designed for our kids the forms won’t work without a lot of adapting.
If you or a loved one has dementia, a disability, a drug or alcohol problem, you need help. The laws related to planning for Medi-Cal and Veteran’s benefits, are so complicated most Estate Planning attorneys don’t even want to learn them. What works for Medi-Cal does not work for Veteran’s benefits, and vice versa.
If you know both sets of rules, it is possible to protect assets and qualify for benefits. It is impossible to detail all the problems that can be created if someone tries to protect assets and qualify for these important benefits without contacting someone like Martha Jo Patterson who spends hundreds of hours studying the laws and rules, and who has helped hundreds of families.
If your family is not perfect, you need a lawyer to guide you through all the decisions you need to make. If you are a boomer, you need to plan. You will most likely live longer than your parents you will most likely need help with daily care.
Your family will most likely be more fragmented than the one you grew up in, so it will be harder for your kids to take care of you than it is for you to take care of your parents. If you are worried about your second half, call Geisler Patterson Law, Martha Jo Patterson will be your Trusted guide you in making all the plans you need to make so that you will have peace of mind in the second half of life.
It is important to understand that our clients really want peace of mind. To help them, we have developed package pricing for our services.
We do not bill by the hour (unless it is a matter that involves court proceedings). We do not bill for phone calls, faxes, filing fees, and other miscellaneous charges. We will quote you a fee based upon our formula, which takes into account the complexity of your case and the value that we are able to provide to you in asset protection.
Our fee is payable at the beginning of our relationship and will cover all expenses of our representation. If you have a very simple case and we are unable to provide you with a substantial benefit, our fee is very low.
However, in the event that we are able to provide you with substantial benefits, we will undertake a more sophisticated asset protection strategy and our fee will reflect that greater value being provided.
Geisler Patterson Law wishes we could publish our fees, however the fee you are charged is based on your needs, in order to make sure that everyone is treated fairly we do use a system where you are asked questions to determine what you need in your plan and the fees are based upon your answers.
This really is one of my favorite questions. We can give you an answer as to whether it’s worth your while to make an appointment to see us. We have designed our systems with you in mind, so that we can give you a rapid response—because we know that you may be experiencing anxiety, stress, fear, guilt, and uncertainty.
When you contact us someone (often the attorney) will take a few minutes to determine if we can help you; once it is determined that we can help you your appointment is scheduled. If we can’t help you we will try to help you find someone who will be able to assist you.
It is tempting to do your own Will or Trust. No one likes spending money on attorneys, and the ads from the do it yourself people make it seem so easy.
It is easy if you don’t own your home and you have only a small amount of savings, and a family where there has only one marriage and all the children belong to the marriage, and no one in the family has a disability or dementia.
However, if your family is not perfect and you own a home and have some assets you need help. If you do it yourself you may never know you filled the forms out wrong, but your family will and fixing errors requires going to court, and court is always expensive.