Modern Estate Planning Blog

Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate.

The elderly are too often targets of unscrupulous individuals who may try to take an unsuspecting senior’s money. Seniors are especially vulnerable as they become less cognitively able and thus more dependent on other adults.

When it comes to creating a special needs plan for a loved one with disabilities, as a Folsom special needs lawyer, it’s the hope that all family members are in agreement and ideally on the same page. But, even if everyone is working together, there can be issues when the parents are divorced.

A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate.

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, not every administrator acts in good faith.

Dying intestate, or without a will, is very common. If you die without a will, your property will go through Sacramento County probate and is then distributed according to California’s intestacy laws.

When the primary breadwinner dies, his or her surviving spouse, domestic partner and minor children can find themselves without the necessary resources to maintain their current lifestyle. If you find yourself in this position, you do have options.

Special needs planning in Folsom can be daunting if you’re just starting. However, a Folsom special needs lawyer can save you the headache of planning and the worry over whether your plan will be executed properly.

Most people don’t realize the high cost of nursing home care until an aging parent’s health declines to the point that they need to move into one.

Funeral planning is not a pleasant experience, especially when you’re pre-planning your own. But Sacramento will lawyers stress that it’s important to have your wishes in writing for after you pass away,

When you have a child that may require a lifetime of assistance and care, extra attention must be given to planning their future.

Under a new law, a patient may request the necessary drugs from a doctor that will end their life, under certain conditions.

You’ve worked hard to leave your children a financial legacy, and the last thing you want is for half of your child’s inheritance to walk out the door with an ex-spouse if he or she gets divorced someday.

Recent studies have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last five years.

As a Sacramento County special needs lawyer, I often receive questions about whether individuals with disabilities can continue to receive benefits after receiving an inheritance.

Most people are familiar with a basic Last Will and Testament, but very few people in Folsom know what a Pour-Over Will is.

One of the many questions Sacramento estate planning lawyers get asked is “how long is a Power of Attorney in effect?”

Creating and building a successful business in Sacramento County is incredibly difficult and maintaining that success is just as challenging.

When making an estate plan and Last Will and Testament, many people have a difficult time deciding who should be the Executor of their estate.

If you are providing care to your aging parent, you are probably doing it without being asked and without compensation.