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Modern Estate Planning Blog

Elder Law & Special Needs Planning

21
Sep
21
Sep

Ask Heather - I have been wanting to file for conservatorship of my mother. She has Alzheimer’s.

I have been wanting to file for conservatorship of my mother. She has Alzheimer’s. She was diagnosed four years ago and is not mentally aware enough to change her Power Of Attorney, which was set in 1992.

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18
Sep
18
Sep

Estate Planning Lawyer in Gold River Offers Key Considerations When Choosing Your Power of Attorney Agent

As an estate planning lawyer in Gold River, I’ve witnessed first-hand how disability, incapacity and the natural affects of aging prevent people from taking care of their financial and personal affairs each and every day.

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16
Sep
16
Sep

Sacramento Estates Lawyer Asks, “What Happens to “Digital Assets” When You Die?

Have you ever wondered what would happen to all of the pictures and precious memories stored on your Twitter or Facebook pages after you die?

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16
Sep
16
Sep

Sacramento Will and Trust Attorney Discusses Estate Planning for Senior Citizens – It’s About Taking Care of Your Loved Ones

As a Sacramento will and trust attorney I hear the same things over and over…. I don’t have an “estate.” I have more debt than assets…. or The only thing I own is my home.

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10
Sep
10
Sep

Sacramento Elder Attorney Answers “How Do I File For Conservatorship of an Adult?”

What happens when there are no family members or friends who can be appointed a conservator of a friend or loved one?

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10
Sep
10
Sep

Rancho Cordova Trust and Estates Attorney Says, “Don’t Sign-Up For That Pre-Paid Funeral Until You Ask These Questions!”

Choosing your funeral home and making your arrangements so that your loved ones won’t have to really shows that you care about them.

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03
Sep
03
Sep

Sacramento Wills and Trusts Attorney Urges: Don’t Forget to Name a Beneficiary on your Retirement Accounts

A qualified Sacramento wills and trusts attorney can help sort out the requirements and ensure that your estate planning best reflects your wishes.

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03
Sep
03
Sep

The Biggest Failures In Gold River Estate Planning

So, you’ve just finished your estate plan and you’ve got your binder safely tucked away. You feel confident now that if something happens to you everything is set up properly and your family will be secure. Right?

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18
Aug
18
Aug

A Sacramento Estate Plan That Incorporates Your Pets

Many clients who seek out estate planning in the greater Sacramento area have concerns when it comes to caring for their pets.

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10
Aug
10
Aug

Ask Heather - My 18 year old son is going to college hours away from me.

"My 18-year-old son is going to college hours away from me. Eventually, we will be willing to let him take one of the cars down with him. I wondered if we should put the car in his name and have him get his own policy."

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10
Aug
10
Aug

Talk to Your Kids About What Would Happen If You Were Gone | Fair Oaks Trust Attorney

While it can be very difficult to discuss death and what would happen to your kids if you were gone, it would be even harder for your surviving family members to deal with this loss in the absence of guidance and clear directions from you.

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10
Aug
10
Aug

Learning the different types of Powers of Attorney: The Springing Power of Attorney

A springing power of attorney is a durable power of attorney whose powers “spring” into effect only after a predetermined event, such as incapacity or disability.

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05
Aug
05
Aug

Lessons Learned From Amy Winehouse: Change Your Will or Risk Your Ex-Spouse Inheriting Your Estate

It’s no secret that the late singer, Amy Winehouse, struggled to keep her personal life together as her fame grew before the public eye. But what Amy did manage to keep in meticulous order though was her estate planning, which ultimately protected her wishes and fortune following her death.

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05
Aug
05
Aug

How a Sacramento Wills and Trust Lawyer Can Help You Create Your Legacy

When it comes to estate planning, people generally think about death or taxes. But what people don’t realize is how a Sacramento wills and trust attorney can help you develop the legacy you wish to leave behind.

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29
Jul
29
Jul

Sacramento Probate Lawyer Weighs in on Whether to Add Your Child to Your Bank Accounts to Avoid Probate

The word “probate” often conjures visions of lawyers, long waits, loss of inheritance, and many other hassles for heirs of an estate.

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29
Jul
29
Jul

Lessons From the Berry Family Tragedy: Naming Guardians Who Could Care for a Disabled Child

Many parents know the importance of making sure they have legal guardians named who could care for their minor children should death or incapacity occur.

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26
Jul
26
Jul

Probate Attorney in Sacramento Answers, “Should I pre-pay for my funeral or have it come out of my estate?”

One option for making sure that your funeral costs are close to the amount that you want to spend is to give your family a strict budget for things like a casket, cremation, funeral services and burial.

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26
Jul
26
Jul

Gold River Guardianship Attorney Tackles Commonly Overlooked Questions When Naming Guardians for Your Kids

No one likes the idea of leaving their children without a parent, especially when the discussion revolves around planning for an untimely death.

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22
Jul
22
Jul

Ask Heather - My sisters and I worry about our elderly parents and a handicapped sister who all live in the same house in Georgia.

"My sisters and I worry about our elderly parents and a handicapped sister who all live in the same house in Georgia. We have heard that if one or both of our parents have to move to a nursing home the state can take their home to help pay for the cost. Is this true?"

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07
Jul
07
Jul

Ask Heather - My elderly, but healthy as of now, parents own a classic car collection with a value of approximately $100,000.

"My elderly, but healthy as of now, parents own a classic car collection with a value of approximately $100,000. They also jointly own their house with a value of $135,000. They have about $150,000 in cash and retirement accounts worth $125,000. What planning can be done now so that these assets may be retained by the family if my parents need to go into a nursing home in the future?"

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CLIENT Story

Everything was so thoroughly explained and well documented that we never left her office with unanswered questions or felt as though we were forced into decisions on topics which we didn't fully understand. Her entire approach is a refreshing and welcome change from estate planning as usual.
Stacey

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