For updated COVID-19 precautions and FAQs, please click here for more information.

Modern Estate Planning Blog

Elder Law & Special Needs Planning

14
Feb
14
Feb

Why You Should Consider Working With A Special Needs Planning Attorney In Sacramento

For parents with disabled children, whether minor or adult, it’s a good idea to take the extra step of meeting with a Sacramento special needs planning attorney.

Read Post
13
Feb
13
Feb

Talking to Your Parents About Meeting with an Estate Planning Lawyer in Fair Oaks, CA

Just as everywhere else in the country, folks in Fair Oaks, CA often put off their estate planning for many reasons.

Read Post
06
Feb
06
Feb

Business Planning Lawyers in Sacramento Recommend Estate Planning

Business planning lawyers in Sacramento look to protect both aspects of this should you die or become incapacitated.

Read Post
04
Feb
04
Feb

Working with a Probate Attorney in Sacramento to Understand the Steps of the Process

Even if someone has a will in place, it’s still quite likely that his or her estate will need to be overseen by a good probate attorney in Sacramento, CA.

Read Post
30
Jan
30
Jan

Talk to Your Elder Care Lawyer in Fair Oaks about the VA, Assisted Living, and Nursing Home Costs

One of the biggest concerns for clients of elder lawyers in Fair Oaks is how to pay for long-term care if and when it becomes needed.

Read Post
27
Jan
27
Jan

What to Expect from Estate Planning in Fair Oaks Part IV

This is the fourth in a series of articles on what to expect when you work with your Fair Oaks estate planning lawyer. Each article will cover several of the topics that you will need to consider to make a plan that works for your needs.

Read Post
04
Jan
04
Jan

Discuss Your Social Security Options with an Elder Law Lawyer in Sacramento

For many elder law clients, Social Security benefits represent a very large portion of their post-retirement income.

Read Post
04
Jan
04
Jan

Making a Charitable Organization the Beneficiary of Your Life Insurance Policy | Estate Planning Lawyers in Sacramento

Clients come to their estate planning lawyers in Sacramento with a desire to make a difference to the next generation.

Read Post
24
Dec
24
Dec

How to Choose an Executor or Successor Trustee with Your Sacramento Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.

Read Post
17
Dec
17
Dec

How to Avoid the Need for a Probate Lawyer in Sacramento

If you are dealing with an estate that has to go through the probate process in California, your smartest move is likely going to be to work with a Sacramento probate lawyer.

Read Post
11
Dec
11
Dec

Talking to Your Estate Lawyer In Fair Oaks About Your Final Wishes

While discussions about burial and cremation are not necessarily the most enjoyable part of meeting with your estate lawyer in Fair Oaks, they are relevant and necessary.

Read Post
06
Dec
06
Dec

Including Your Service Providers in Your Estate Plan | Fair Oaks Will and Trust Lawyers

A Fair Oaks will and trust lawyer’s job is to make sure that you have all of your ducks in a row so that if you become incapacitated or die, your loved ones will now how to manage your estate and follow your wishes.

Read Post
21
Nov
21
Nov

Sacramento Trust Lawyer Reveals Additional Types of Income to Include in Your Estate Planning

There are some forms of income that obviously need to be discussed with your trust lawyer in Sacramento, CA.

Read Post
18
Nov
18
Nov

What to Expect from Estate Planning in Fair Oaks, CA Part III

This is the third in a series of articles on what to expect when you work with your Fair Oaks estate planning lawyer. Each article will cover several of the topics that you will need to consider to make a plan that works for your needs.

Read Post
14
Nov
14
Nov

What to Expect from Estate Planning Part II | Will and Trust Lawyers In Sacramento

This is the second in a series of articles on what to expect when you work with your Sacramento will and trust lawyer. Each article will cover several of the topics that you will need to consider to make a plan that works for your needs.

Read Post
11
Nov
11
Nov

DOMA Ruling Implications for Estate Planning Lawyers in Sacramento and Their Clients

The recent DOMA ruling has some pretty interesting implications for estate planning lawyers in Sacramento, CA.

Read Post
31
Oct
31
Oct

Proactive Planning With a Probate Lawyer In Sacramento Helps To Avoid Will Contests

Probate lawyers in Sacramento work with their clients to put together plans that clearly explain what the client wants.

Read Post
29
Oct
29
Oct

When To Contact a Trust and Estates Lawyer In Sacramento

There are times in life when it is obvious that people in the Sacramento area should start meeting with a trust and estates attorney.

Read Post
25
Oct
25
Oct

Free Wills for Veterans and Local Heroes, Nov 9th

If you are a local hero, we would love to honor your service and sacrifice on Veterans Day, November 9th, by helping you complete a simple will at no charge to you.

Read Post
07
Oct
07
Oct

The Downside to Annuities from a Fair Oaks Trust Lawyer’s Perspective

When it comes to annuities, trust lawyers in Fair Oaks, CA do at times recommend these financial products for their clients…and they may be a great choice for you.

Read Post

Free Resources

CLIENT Story

Heather helped my mother get her estate in order before her passing. It was only after that we learned just what a great job Heather did. Recently, I had the opportunity to have the Chubb Law Firm help me also with my estate. I feel confident that Heather and her team helped me to consider all of the appropriate options and to make the right choices including options I DIDN'T KNOW I HAD! This is the kind of law firm one imagines when you think about getting good legal advice.
Sidney

As Seen On