Practice Areas
The Money Law Firm provides skilled legal representation in the following areas:
Estate Planning and Administration
When you talk to most people about what their biggest priority is in life, often you find “family” at the top of the list. If we are lucky, we get the opportunity to enjoy our loved ones’ company and plan for their happy futures. Sadly, not all family matters are easy, and sometimes difficult decisions need to be made, and legal ramifications sorted out.
The Money Law Firm has a unique level of expertise and experience when it comes to estate planning and administration. This often works to the advantage of clients in our geographic area, as they don’t have to go far in order to benefit from this hard-to-find skill. The services we offer include:
- Revocable and Irrevocable Trusts
- Wills
- Advance Health Care Directive
- Powers of Attorney
- Conservatorship
- Guardianships
Wills and Probate
Most people have a basic understanding of wills, which allow you to leave any assets you’ve accumulated during your lifetime to those of your choosing, such as your loved ones, friends, or a special charity. These assets can include cash, property, and items of personal value. A will can also be used to name a guardian for minor children, as well as an executor of the will itself. The executor is the person responsible for making sure the will is carried out as you instructed.
Probate is a court-related process to administer the terms of your estate. At worst, this can be a procedure riddled with disputes and conflicting parties. At best, it can be complicated and sometimes lengthy, and a professional attorney can make it easier and less stressful. There are also ways to avoid the probate process altogether, which The Money Law Firm can explain and help you initiate.
Living Wills and Powers of Attorney
Living Wills are also known as Advance Directives. They are documents that let other parties know what your wishes are, medically, if you are unable to make your own decisions anymore. For instance, if you become ill to the point where you can no longer verbalize your wishes, a Living Will can dictate whether you want to be placed on a respirator, feeding tube, or have other life-sustaining procedures performed if necessary. You can also decline to have such procedures initiated, or stopped after a certain point. Lastly, you can designate those you trust to make such decisions for you.
Powers of Attorney, on the other hand, let you designate specific parties to make decisions regarding your medical or financial affairs should you become unable to do so. You can create a medical or financial Power of Attorney, or do both at the same time. A Power of Attorney is essentially able to handle your affairs as if he/she were you, acting on your behalf and in your best interest. You can also name a secondary person or persons to fulfill this role if the first person you select is unwilling or becomes unable to do so.
The Money Law Firm's highly sought-after abilities in these areas make us an excellent choice as your partner on this journey. Whether you don’t know where to begin, or are already in the middle of a complicated ordeal, we can guide you to a more speedy and satisfactory resolution.
Taxation
We also help clients who may have ongoing IRS issues or who need to appear in court.
Let the Money Law Firm go to work for you. With an extensive tax background, we routinely work in such areas as:
- Individual taxation
- Business taxation
- Tax planning
- Federal, state, and local taxes
- Tax disputes
- Dealing with the IRS and other tax authorities
The time and effort spent arranging these matters are minimal compared to the potential of your money if it's not tied up in taxes. Contact The Money Law Firm to learn more about how to manage your tax issues as easily as possible.
Business
Let’s get rid of the myth of “business as usual.” No aspect of your business is ordinary: at times parts of it are cumbersome, complicated, and just plain time-consuming. A lot of your time is probably spent dealing with things that get in the way of your ability to earn a living and have peace of mind at the same time. The Money Law Firm understands your concerns, and can help take some of that burden off of you.
If you are thinking of expanding your business of forming a new business, we can help you with services that include:
- LLC (Limited Liability Company) formation
- Corporation formation
- Buy-Sell Agreements
- Partnerships
3196 South Higuera Street, Suite E, San Luis Obispo, California 93401
P: 805-547-2255 F: 805-547-2256