Modern Estate Planning Blog

Estate planning lawyers across the nation agree that trusts offer many benefits and protections that simple wills do not.

If a married person passes away without a will in place, there is a good chance that someone he or she trusts (i.e., the spouse) will be able to step in and have a fair amount of say in what happens.

Far too many people view estate planning as a way to bequeath “gifts” to future generations.

Vacation homes can create some interesting estate planning situations, and wills and trusts lawyers in Sacramento are privy to quite a few of these circumstances.

California treats the transfer of the home different than any other state. In all states the home is an exempt asset for Medi-Cal (Medicaid) qualification purposes

Generally speaking, it makes sense for just about everyone to spend some time with a Sacramento estate planning lawyer to look over their assets and plan for the future.

There are some common estate planning mistakes that seem to be made over and over again, and a good attorney will help steer you clear of these pitfalls.

There is a very large difference between Medicare and Medi-Cal (Medicaid) and people confuse the two all the time. Which program is which and what do they cover?

The increasing cost of college tuition has sent many people running to their estate planning attorneys to discover the most strategic, tax-friendly ways to meet their children or grandchildren’s future education needs.

Many wealthy individuals face the dilemma of how to best prepare their children or grandchildren for their future inheritance.

A skilled prenup lawyer in Sacramento or El Dorado County can help you quickly and effectively put together a prenup that fits your specific situation.

Many people in Fair Oaks have a limited understanding of what estate planning is all about.

Probate attorneys in California work extensively with wills and trusts and in situations where one was never created. But for the typical citizen, these topics can seem quite mysterious.

Estate planning attorneys are adept at navigating a wide variety of situations when it comes to providing the right services for their clients.

Estate planning is a sensitive subject for many people, especially when it comes to helping mom or dad with their planning.

From family members to friends who pass on advice and hand-me-downs, it really does take a village to raise a child, but when it comes to estate planning, it’s completely up to you to determine what is best for your minor children.

Estate planning lawyers are well aware of the variety of online estate planning tools available to those in El Dorado Hills and beyond.

When meeting with my Sacramento trust and estate planning clients, I have found that many are confused by the types of financial advisors to whom they have been referred.

A Letter of Intent is a set of instructions for your family or personal representative designed to make the process of carrying out your wishes easier for your family.

It is important for couples to have a will or trust and use contractual agreements that outline the rights and responsibilities of each partner.