Your Lawyer for Life
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MacFarlane Legal, Inc.

Wills + Trusts + Probate + Elder Law

 

introduction to macfarlane legal

 
 

is my estate plan up to date?

 

Protecting Families Since 2009

Located in Fair Oaks, California, MacFarlane Legal represents seniors and other clients who need to protect themselves, their families, and loved ones in financial and healthcare matters. Our firm focuses on nearly all Estate Planning issues, from the basic Advance Health Care Directive for the kids headed off to college, to assisting in the creation of a plan to transfer estates to the next generation. Whether you’re a senior or just getting started, we will not only help protect you and what you have, but we’ll also develop plans to protect your heirs for generations to come. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.

Our attorneys have been focused on working with seniors for many years. We’re on the pulse of current rules and regulations pertaining to seniors, Medi-Cal, and VA benefits, and have monitored their evolution to inform our own legal approaches—all to give you exceptional advice that will last for years to come.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

 

guard your estate from a health care crisis

The world of Medi-Cal is ever growing and evolving. We want to help you get the healthcare you need without suffering financial ruin. If a Skilled Nursing Facility is the most appropriate care facility for you or a loved one, then schedule a consultation to discuss your options. Remember, this is a benefit that our tax dollars pay for, and to which you are entitled. You do not need to be wiped out before you qualify, you just need good advice. That’s where we come in.


PROTECT YOUR CHILDREN

You want to protect your children. If your offspring are anything like mine, they occasionally do dumb stuff. You have the opportunity, in your Will or Trust, to design an Asset Protection System for your children. You can make sure your legacy is there when you children need it. Your legacy, behind the protective walls of an Asset Protection Trust, enables your children to fend off attacks by creditors, divorcing spouses, bankruptcy court, and others who are looking to take your legacy from your children. 


HELP PAY FOR MEMORY CARE OR ASSISTED LIVING

For Veterans and their surviving spouse, the VA has a fantastic program to help you pay for the high cost of Assisted Living, Memory Care, and in some cases, In Home Care. If you or a loved one is a Veteran, let us discuss with you options to utilize this benefit. You do not need to have served in a DMZ. You do not need a disability rating by the VA. Contact us, VA Accredited Attorneys, to learn more about the VA Aid and Attendance Pension benefit. It could change your life. 
 


TRANSFER ASSETS AFTER A LOVED-ONE PASSES

After a loved one passes away, the process of Administration should begin. This is the formal process of transferring assets from the now deceased owner to the deceased's heirs or beneficiaries. If there is Trust, then we start a Trust Administration. If there is no Trust, then, generally, the law requires a Probate Administration. If you are the Executor or the Trustee, we can help you to promptly start and finish either Trust or Probate Administration, distribute the assets to the heirs, and take this stress off your shoulders.


learn how to make your ira or 401(k) last for generations

When your children inherit your IRA or 401(k), your hard earned money is now available to your children and their creditors. This means that if a child who inherits your IRA or 401(k) gets a divorce or goes through bankruptcy, the remaining balance of the account will be available to the soon to be ex-in-law or to a creditor. Let us help show you strategies to fortify your IRA and 401(k). This will help ensure the legacy you leave will continue to grow, tax deferred, for years and years to come. 


STOP FINANCIAL ELDER ABUSE

You have two options: turn your back and walk away, or fight. If you decide to fight, we can help. The only solution the law provides to protect our seniors and prevent elder abuse is a Conservatorship. We get the court involved to oversee the senior's money and healthcare, and make sure abusers are stopped. We can move fast. If necessary, we can be in front of the judge in 24 or 48 hours. We take Elder Abuse seriously. And we will move Heaven and earth to end it.

 
We must all obey the great law of change. It is the most powerful law of nature.
— Edmund Burke

 

Solutions for your family. Now.

Use the form below to contact us regarding your legal enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.

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Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.