Modern Estate Planning Blog

Once you’ve gone through your will and trust attorney in Fair Oaks, you’ve likely become aware of just what valuables you have.

I was featured as an expert on ElderCareMatters.com this week. Below is my answer to a reader-submitted question. Enjoy!

It’s not unusual for legislation to affect the realm of estate planning. From tax implications to guardianship of children, an estate planning attorney has to keep up with the ever-changing legal landscape.

For an estate planning attorney in Sacramento, there are plenty of questions that come up again and again.

When it’s time to start your estate planning process (that time is right now, by the way), entrepreneurs need to remember to take their small businesses into consideration.

If your Fair Oaks estate planning attorney asked you about memberships, what would you say?

What do the words “wills”, “trusts,” “estates,” and “health care directives” mean to you? Do you envision useful tools which help you protect your family and your wishes if death or incapacity strikes?

If you already have children or are making plans to grow your family, it makes sense to consider a 529 plan.

With senior scams reaching unnerving proportions in California, Governor Brown signed a key piece of legislation aimed at stopping insurance and financial agents gaining access to personal information.

There are many reasons why clients choose to revoke a will - family circumstances change, financial situations change, even minds get changed.

Business planning lawyers are often asked “What happens to a business when the owner dies”, and the answer has a lot to do with the way the business operates.

The person whom trust and estates attorneys have long referred to as the “executor” has now been given an alternative name when managing your estate, the “personal representative.”

When it comes to estate planning, there is plenty of room for confusion and why it’s smart to work with an attorney who is familiar with local, state and federal laws vs. doing it yourself.

Probate itself is a process that the state has set up in order to legally disperse your estate in the absences of trusts or estate planning.

There are a lot of considerations that need to be made when it comes to Sacramento special needs planning, and you want to be sure you have an attorney who is well-versed in your options.

Elder lawyers in Sacramento work not just with our older clients, but also with their caregivers.

When you think of Generation X, what comes to mind? Many of us fondly remember flannel shirts, grunge music and movies like Reality Bites.

Mortgages, loans, credit cards, even medical bills…nearly every wills and estates lawyer in Sacramento is asked about what happens to a person’s debt when they die.

What happens when you outlive an heir? What becomes of the inheritance you wanted to be passed on to him or her?

When working with a wills and trusts administration lawyer here in Fair Oaks, CA, there are certain things you likely already have in mind.