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 [...]
Category Archives: Wills and Trusts
How a Sacramento Wills and Trust Lawyer Can Help You Create Your Legacy
When it comes to estate planning, people generally think about death or taxes. But what people don’t realize is how a Sacramento wills and trust attorney can help you develop the legacy you wish to leave behind.
In an age when people are becoming more introspective and choosing to live their ideals, it is comforting and [...]
Gold River Wills & Estates Lawyer Asks, “Do your heirs know where to find your Will?”
You put a lot of time and thought into planning your estate and creating a sound Last Will and Testament, but let me ask you one important question today:
Do your kids or heirs know where it is?
It may sound silly, but as a Gold River wills & estates lawyer I can tell you that this [...]
Gold River Trust Attorney Warns Against Strict Parenting From the Grave
As a trust lawyer in Gold River, I know all parents want to see their children succeed. For most families, this means going to college, getting a good job and creating a happy, healthy family of their own.
For this reason, we see many families with a large amount of assets attempt to “guide” their heirs [...]
Ask Sacramento Estate Planning Attorney Heather Chubb: “Should I Name My Trust As The Primary Beneficiary Of My IRA?”
Q. We have been working on funding our trust and changing beneficiaries of our IRAs. Our new IRA custodian says that we should name our spouses as beneficiaries first and the Trust second. Otherwise, the custodian says that we’ll suffer a big tax hit upon death. This is contrary to the instructions you gave [...]
Figuring out the type of estate plan you’ll need | Sacramento Trust Attorney
In our previous blog we discussed that the first step to creating a good Sacramento estate plan is to calculate your net worth. This can be done by subtracting all of your total debts from your total assets.
The next step in our series on estate planning is to determine what type of plan you will [...]
