Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.

If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely.

That is why The Law Offices of H. Brooks Travis, PC. offers this wealth of free information and free seminars. We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family’s future.

All of the special client needs that are served are listed below:

ESTATE PLANNING

Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Irrevocable Trusts, MediCal & VA Planning, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.

LEGACY PLANNING

Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.

FAMILY-OWNED BUSINESSES

Our law firm offers estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.

ESTATE PLANNING FOR THE LGBT COMMUNITY

We offer guidance and assistance to members of the LGBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.

INCAPACITY PLANNING

Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.

IRA & RETIREMENT PLANNING

Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.

ELDER LAW & MEDICAID SERVICES

We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.

ASSET PROTECTION & BUSINESS PLANNING

We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.

ESTATE PLANNING AND YOUR PETS

Our firm cares about the welfare of your pets. Your beloved pets need to be protected in the event you are no longer there to take care of them. Estate Planning and implementing a Pet’s Trust can ensure that your pets are provided for after your death.

SPECIAL NEEDS PLANNING

We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.

TRUST ADMINISTRATION & PROBATE

We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.

FINANCIAL PLANNING

We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients goals.

More Information About The Law Firm Of H.Brooks Travis, PC

We have been serving our clients by creating thoughtful and individualized Estate Plans since 2004. We have been members with the American Academy of Estate Planning Attorneys for 14 years and have recently become members of Wealth Counsel and Elder Counsel. These organizations provide the highest level of Estate Planning education available in the nation today. During that time we’ve been members, our firm has been honored to be named a 5 Star Estate Planning Law Firm by Orange Coast Magazine four times.

Since 2004 we have been able to complete Estate Plans for over 2,500 clients and have been able to assist hundreds more by guiding through the trust administration process, which occurs, when a loved one passes.

We take pride in the time we spend with our clients and the level of education that we provide to them. We help our clients to determine the most effective ways to distribute various types of assets to their beneficiaries.. We focus on performing a level of planning that will benefit our clients during their lifetimes and will protect their children and their children’s inheritance from being taken away from them thru divorce, lawsuit and/or creditors. We focus on giving our clients the tools that help to protect the loving relationships shared by our client’s children even after our clients have passed away.

Our law firm provides a relaxed and friendly atmosphere we provide for our clients. Our clients enjoy and appreciate their unhurried, educational experience.

Our firm includes, Attorney Brooks Travis, Joan Brooks and Teresa our administrative assistant and Trust Administration expert.

We look forward to speaking with you and discovering how we may help you with your estate planning and trust needs.

Thank you,

H. Brooks Travis, PC

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