Estate planning lawyers across the nation agree that trusts offer many benefits and protections that simple wills do not. One of these benefits is that trusts can offer you a lot more privacy than wills can. The recent death of billionaire Steve Jobs has been cited as a clear example of this.
While it seems that [...]
Category Archives: Wills and Trusts
Learning From Steve Jobs: How to Keep Your Financial Affairs Private After Death
Wills and Estates Lawyer in Gold River Explains The Importance of Creating a Will Now
As a wills and estates lawyer in Sacramento County, it’s easy to see why so many people put off writing their wills. After all, no one really wants to think about their own death, let alone prepare for it. In reality, though, preparing by creating a will is exactly what we should all [...]
A Sacramento Trust Attorney’s Take on the Qualified Personal Residence Trust
When visiting an estate planning attorney, Sacramento residents want to know what they can do to best protect their assets after their deaths. One tool we can use is a qualified personal residence trust. By using a QPRT, an individual basically places a residence into a trust for his or her children but [...]
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 [...]
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, [...]
Good Credit Doesn’t Mean Your Nest Egg Is Safe From Bill Collectors | Sacramento Trust Lawyer
You’ve worked hard. You’ve built up a nice nest egg. Do you need to worry about creditors getting their hands on it?
You just might!
This is because the money that you leave to your beneficiaries may be at risk if they have money troubles. Even though you may think that leaving money to someone who has [...]
Sacramento Will and Trust Attorney Discusses Estate Planning for Senior Citizens – It’s About Taking Care of Your Loved Ones
As a Sacramento will and trust attorney I hear the same things over and over….
I don’t have an “estate.”
I have more debt than assets…. or
The only thing I own is my home.
As you’ve probably guessed, these are excuses that people make every day for not having an estate plan.
They assume estate planning is only about [...]
Rancho Cordova Trust and Estates Attorney Says, “Don’t Sign-Up For That Pre-Paid Funeral Until You Ask These Questions!”
Choosing your funeral home and making your arrangements so that your loved ones won’t have to really shows that you care about them. Pre-paid funeral plans allow you to make all the decisions ahead of time and pay for it in installments. Not having your loved ones put in the position of planning and paying [...]
The Biggest Failures In Gold River Estate Planning
So, you’ve just finished your estate plan and you’ve got your binder safely tucked away. You feel confident now that if something happens to you everything is set up properly and your family will be secure.
Here’s why you could be sadly mistaken.
If your plan includes a trust, once it is set up there are several [...]
Sacramento Wills and Trusts Attorney Urges: Don’t Forget to Name a Beneficiary on your Retirement Accounts
When it comes to estate planning, there are a wide variety of details to be considered. Fortunately, a qualified Sacramento wills and trusts attorney can help sort out the requirements and ensure that your estate planning best reflects your wishes. These may include money, real estate, family heirlooms, child custody, and many other issues such [...]
