Modern Estate Planning Blog

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.

Many of us are lucky enough to have our parents around long enough for them to know their grandchildren and great-grandchildren.

A long-lost child appears after the death of their parent. This is an alarming situation for so many reasons, but people often wonder if that child has a claim against the deceased’s estate.

Many people believe that it would be easier for their loved ones if they transferred ownership of their home before they need to.

Following the shocking death of Prince, folks across the country were equally shocked to learn that the musical genius died without a Will or Trust in place to deal with the distribution of his fortune and valuable music catalogue when he passed away.

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined.

After the loss of a loved one, there’s so much to do. You need to communicate with family members, plan the funeral, and begin the process of settling the estate.

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you think is a wonderful gift can turn into their worst nightmare if you are not careful.

You might be considering disinheriting someone. It may be a tough decision, but here’s what you should know about cutting someone off from receiving an inheritance from you.

In 2016, a young couple, parents of six, died within 24 hours of each other. Can you imagine suddenly having the responsibility of raising six additional children?

Even though most people don’t like to think about it, the one thing in life you can count on is that it will eventually end. It is inevitable.

After the death of a loved one, there is quite a bit of work to be done. Most of the financial work will be handled by the executor named by the deceased in their will or trust.

There have been changes to Medi-Cal rules before, but they were rarely on the side of the person who needed assistance.

All estate plans should include these basic documents; a will, a healthcare directive, a financial power of attorney and guardian nominations if you have minor children.