Category Archives: Estate Planning

Wills and Trust Administration Basics in Sacramento County: What Does It Mean to Contest a Will?

When it comes to the administration of your will in El Dorado or Sacramento County, you likely assume that the hard work and planning you put in with your lawyer will ensure everything goes off without a hitch.  The good news is that this is precisely what happens the majority of the time.  Wills and [...]

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Sacramento Attorney Warns Whitney Houston’s Legal Troubles May Mean Daughter Inherits Fortune Outright at Age 18

It was just weeks ago that Whitney Houston won a lawsuit against her step-mother to collect the proceeds of her father’s estate. Now the question is whether daughter Bobbi Kristina, who has a reported history of drug use and emotional problems, will inherit her grandfather’s money outright if Houston did not have enough time to [...]

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When Mental Decline Derails Your Estate Plan | Sacramento Wills and Trusts

Estate planning attorneys in Sacramento can tell you that there is little that is as frustrating as someone who waits until it’s “too late” to start the estate planning process.  Mental decline is a common part of aging, and it is an unfortunate fact that when this decline starts to advance, it can become much [...]

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Fair Oaks Elder Lawyer: How To Tell If Your Loved One’s Finances Are Out of Control

Elder law attorneys in Sacramento County specialize in bridging the generations, and because of that, we understand many of the nuances that create a disconnect between adult children and their aging parents.  One major issue can be that of finances.  In the older generation, it is still considered fairly taboo to discuss one’s financial situation [...]

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Protect The Rights of Your Partner With a Life Estate In California

Inheritance rules are fairly cut and dry for married couples in California.  If a married person passes away without a will in place, there is a good chance that someone he or she trusts (i.e., the spouse) will be able to step in and have a fair amount of say in what happens.  In fact, [...]

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Ask a Fair Oaks Wills and Trusts Lawyer: What Do I Do With My Vacation Home?

Vacation homes can create some interesting estate planning situations, and wills and trusts lawyers in Sacramento are privy to quite a few of these circumstances.  The vacation home may be very valuable, in terms of money, tradition, or both.  Of course, where its value lies may be different for each heir.
Let’s say that a couple [...]

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Why Proper Estate Planning is a Gift in and of Itself | Sacramento Wills and Trusts

Far too many people view estate planning as a way to bequeath “gifts” to future generations.  There are properties and trusts and various types of accounts to be managed, and it’s up to you to determine how and what you what to gift to whom.  What many people don’t necessarily consider, however, is that the [...]

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Estate Planning Mistakes to Avoid in Northern California

Estate planning attorneys see a lot, whether on a small scale here in Northern California or by looking at the national and international media.  Fortunately, the lessons learned from these observations can be applied to our own clients.  There are some common estate planning mistakes that seem to be made over and over again, and [...]

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Fair Oaks Trusts and Estates Attorney Encourages You To Prepare Heirs To Receive Their Inheritance

Many wealthy individuals face the dilemma of how to best prepare their children or grandchildren for their future inheritance.  While they love and trust their children, they have worked hard to create their wealth and want to take extra precautions to ensure their money is not lost or squandered after their passing.
While there are a [...]

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Ask a California Probate Attorney: What Are All These Estate Planning Terms?

Probate attorneys in California work extensively with wills and trusts, as well as in situations where one was never created.  But for the typical citizen, these topics can seem quite mysterious.  When you throw in words like “estate” (only rich people have those, right?) and “probate” (is that when liquor was illegal?), things can get [...]

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