How to Handle International Assets and Property in Your Sacramento County Estate Planning

Often, when we think of someone having property overseas, we think of George Clooney and his Italian villa or Richard Branson and his private island. However, plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep […]

Rebuilding Communities: How to Designate a Charitable Gift through Your Sacramento Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits.  As a will and trust lawyer in Sacramento, it is gratifying to meet with clients who want […]

Folsom Will Lawyer Offers Essential Estate Planning Considerations for Parents

Being a responsible parent is usually associated with car seats, safety gear, homework reminders for grade schoolers and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own. Creating an estate plan for those children is not something we usually associate with responsible parenting, but, […]

Sacramento Estate Planning Lawyer: Pet Trusts…They’re Not Just for the Rich and Famous

Not too long ago, a person who decided to leave an inheritance behind for their pet might be considered eccentric, to say the least. Take, for example, the case of Leona Helmsley: when she died in 2007, she left her dog Trouble an inheritance worth $12 million. While there may have been other factors weighing […]

Sacramento Special Needs Lawyer: What Benefits Are Available for Children with Special Needs?

Children with special needs, or Children with Special Health Care Needs as defined by the Social Security Act, are eligible to receive a number of government benefits to pay for the aid, care, and services that are available to them. There are many ways a child can qualify as a Child with Special Health Care […]

Sacramento County Probate Lawyers: Avoiding Probate with a Roth IRA

Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Sacramento County probate lawyers typically go over with their clients: Unlike traditional IRAs […]

Sacramento Elder Law Lawyer: 5 Red Flags of Financial Abuse

The elderly are too often targets of unscrupulous individuals who may try to take an unsuspecting senior’s money. Seniors are especially vulnerable as they become less cognitively able and thus more dependent on other adults. Unfortunately, as a Sacramento elder law lawyer, I can tell you that elder financial abuse is common in California. Here […]

Folsom Special Needs Lawyer: Special Needs Planning for Divorced Families

When it comes to creating a special needs plan for a loved one with disabilities, as a Folsom special needs lawyer, it’s the hope that all family members are in agreement and ideally on the same page. But, even if everyone is working together, there can be issues when the parents are divorced. Often, there […]

Folsom Will Lawyer: A Life Estate Can Prevent Your New Spouse and Adult Kids from Fighting Over Your House When You’re Gone

A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is a tenancy that allows a person to use a property for the rest of their natural […]

Sacramento County Probate Lawyer: Can Beneficiaries Demand a Formal Accounting of an Estate?

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly where the assets are and where they’re going.  What duty does […]

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