Estate Planning Events in Sacramento

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5 Steps for Peace of Mind After a Loved One Dies

Administering an estate can feel overwhelming.

Special Needs Planning - Protecting Your New Adult

Navigating the complicated world of special needs and disability planning in order to make the best decisions and prepare for the future is challenging.

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Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

When it comes to protecting your family, your wishes, and everything you’ve worked a lifetime to build, wouldn’t you rather get it right?

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Webinar: Transferring Assets to Your Trust

Congratulations on taking a big step toward keeping control and protecting your loved ones by creating a living or revocable trust! But you are not done yet. For your trust to work the way you expect and intend you need to transfer your assets.

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Seminar: 5 Threats to You, Your Family, and Your Assets

Before you get a Will, Trust, or Estate Plan, you should know that not all plans are created equal.

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Our Services

Long Term Care

Elder Law

Special Needs Planning

Estate Planning & Trusts

Probate

Asset Protection

Medi-Cal

Veterans / VA Benefits

Associations

Free Resources

5 Mistakes To Avoid When Choosing An Estate Planning Attorney

5 Ridiculous Myths About Estate Planning

5 Steps for Peace of Mind After a Loved One Dies

7 Rules for Getting Your Special Needs Child What They Need

7 Steps To Handling Your Loved One’s Estate

ABCs of Long-Term Care and Legal Planning

California Advance Healthcare Directive

Caregiver Resource Rolodex

Get The Government To Pay For Your Long-Term Care

Grab & Go Kit

Legal Planning for Children and Young Adults with Special Needs

Legal Planning for Special Needs Children

Medi-Cal Mythbusters

Protect Your Independence Kit

Sandwich Generation Survival Kit

Seminar: 5 Threats to You, Your Family, and Your Assets

Special Needs Planning - Protecting Your New Adult

Uncover the VA's Best Kept Secret

Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

Webinar: Transferring Assets to Your Trust

CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.

Gwen