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 [...]
Category Archives: Estate Planning
Fair Oaks Elder Law Attorney’s Advice on Helping Parents Create an Estate Plan
Estate planning is a sensitive subject for many people, especially when it comes to helping mom or dad with their planning. It can be difficult to think about losing your parents, which is why I find that many adult children in the Sacramento area ultimately put off this important task.
Adult children may also [...]
What’s in a Name? | Sacramento Trust Law Firm
When meeting with my Sacramento trust and estate planning clients, I have found that many are confused by the types of financial advisors to whom they have been referred, or what each profession does, so I have prepared a brief outline of experts and their scope of services for you. I work closely with many [...]
Do You Need an El Dorado Hills Estate Planning Lawyer With All The Online Options Available?
Estate planning lawyers are well aware of the variety of online estate planning tools available to those in El Dorado Hills and beyond. The variety of products available can create a false sense of security, however, when an individual believes he or she has made adequate plans for the estate. Recent Consumer Reports findings determined [...]
What Should I Include in my Letter of Intent? | Trusts and Estates Law Firm In Sacramento County
In a recent post, I briefly touched on an important, yet non-legal document called a Letter of Intent. I wanted to give you more information on this document and how it can be used to help guide your loved ones when you die.
Basically, a Letter of Intent is a set of instructions for your family [...]
Fair Oaks Estate Planning for Single Adults without Children
When we typically think of estate planning, we see grandma and grandpa putting together a will and possibly setting up some trusts for the following generations. It’s all about providing for our offspring, right?
Not necessarily. Even if you are single and/or have no children, a Fair Oaks wills and trust lawyer should still [...]
Trusts and Estates Attorney In Sacramento County Warns, “Don’t Leave Loved Ones Stuck Without the Passwords To Your Online Accounts”
In the age of computers, we’re able to trade stocks, pay bills, connect with old friends, research virtually any topic or shop in an instant… all from the comfort of our living rooms.
And as more and more of us are creating online lives, we are also conditioned to protecting our privacy using private passwords and [...]
Sacramento Wills & Trusts Lawyer Asks, “Do You Need a Gun Trust?”
When it comes to wills and trust administration, it seems like we see it all here in Sacramento. From pet trusts to special needs trusts, there are a variety of unique circumstances that need to be addressed in many people’s estate planning. One such concern is that of a gun trust.
Wills in Sacramento are created [...]
Sacramento Estate Planning Tip: Confirm that the Executor of the Estate Is Up for the Job
Estate planning can be difficult for anyone, but in some ways, the executor of the estate ends up with the hardest job. It is important to talk with your Sacramento area estate planning lawyer to determine if your chosen executor is right for the task. He or she can help clear up some [...]
Your Current Estate Plan: Trick or Treat?
By: Heather Chubb, Estate Planning Lawyer in Gold River
Online estate plans and document “kits” are all the rage these days. They typically appeal to people who are looking to save money and at least get something in writing should they pass away.
I’ve actually worked with quite a few of such people in my own practice, [...]
