Prepare for your future, so you can focus on your present.
WILLS • TRUSTS • PROBATE • MEDICAID • REAL ESTATE
HELPING FAMILIES PREPARE FOR THE FUTURE.
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PREP YOUR FUTURE
Estate Plans • Probate • Medicaid • Real Estate
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A QUICK BREAKDOWN OF SERVICES
Estate Planning
What it is: Deciding who will make financial or medical decisions in the event of temporary, or permanent incapacity. Protecting assets for your heirs through the thoughtful use of trusts and wills.
Who needs it: Adults, married or single, who want to protect their family through careful asset protection planning and to protect themselves by preparing ahead for possible incapacity.
Why it’s necessary: Anyone, at any stage in life, is susceptible to a sudden accident or illness. Be secure in knowing that you and your family are prepared.
Probate
What it is: The legal process of resolving a person’s affairs after he or she dies. Probate involves gathering property, paying certain creditors, and distributing the deceased person’s property to his or her heirs.
Who needs it most: Anyone in need of transferring property from a deceased person’s name to that person’s family or heirs.
Why it’s necessary: When a person dies, that person may own bank accounts, real estate, or other property and that property needs to be transferred to his or her heirs. Many times the probate process with the proper Court orders is necessary to transfer the property.
Medicaid
What it is: Many families use the benefits offered by Medicaid for nursing home care rather than paying privately.
Who needs it most: Anyone over age 65 years old should consider consulting an elder law attorney about the options for Medicaid planning to protect assets. Emergency Medicaid planning is needed for people facing nursing home care in the near future or already residing in a nursing home who want to qualify for Medicaid.
Why it’s necessary: There are many misunderstandings about the Medicaid program. With assistance from an attorney experienced in this area, you may qualify for Medicaid without a complete spend down of all resources in most cases. There are significant benefits to Medicaid planning that can help you preserve assets for your spouse or children.
Real Estate
What it is: Real estate law overlaps with contract law, litigation, and even estate planning.
Who needs it: Real estate is the primary asset of most Americans. Anyone from a business owner entering into a commercial lease, a person whose loved one has died, to a property owner may encounter a real estate issue.
Why it’s necessary: Staying on top of real estate issues is incredibly important. In real estate as in most legal matters, the longer you put off dealing with the problem, the more expense is involved and the more you risk losing your rights.
CLIENT REVIEWS
“Helped clients with our probate situation. VERY satisfied.”
- C. Gallegos
“This was the first time to ever need a real estate attorney. Joycelyn was very attentive, always made time for me and my questions, and made me feel like I was her number one client. I would highly recommend her for your real estate or estate planning and will continue to use her for myself in the future.”
- E. McIntosh
“I had the pleasure of working with Caroline Ortego. She helped us out with an estate situation we were having after my loved one passed away and MERP was trying to come after her estate. I highly recommend her because she is quick to respond and was very professional and comforting throughout the whole process. I would definitely go back to her if I have any other estate/wills, power of attorney, real estate or probate attorney needs in the future.”
- N. Martinez
“Caroline and her firm will work hard and are very responsive. I highly recommend them.”
- Reco Real Estate
“We felt very lucky to have met Caroline Ortego who helped us with our wills and other documents. She was very professional and courteous. Caroline took a very complicated process and made it very easy for us. She gave us intelligent advice in answer to all of our questions. And with the COVID 19 environment that we are in she made our meeting with her a safe one implementing all the measures and guidelines that are recommended by the CDC. For these reasons we highly recommend [Ortego & Urech, PLLC].”
- Jim D. and Aida V.