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Blog

19
Apr

Taxes, Taxes, Taxes

What do you think of when you hear the word, “tax?” You may think of income taxes or maybe death taxes (estate taxes). The truth is, all of these taxes, along with other ones, too, can affect you and your estate plan. Here’s a brief overview of the different types of taxes

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23
Nov

Organizing Documents For The New Year

If you feel like you are constantly buried beneath stacks of paper, it may be time to make a change and get organized. The more paper you have stacked on your desk, or hidden away in drawers, the harder it will be to find important documents when needed. Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust. 

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12
Aug

The College Student Parent Survival Guide

As soon as your child has their 18th birthday, they are legally seen as an adult in the state of California. This change in legal status results in a large shift as to what you can and cannot do as a parent.

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27
Mar

When Should You Update Your Estate Plan?

When should you check if you need to update your estate? If you already have an estate plan in place, it’s a good idea to update it every three to five years. 

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01
Aug

3 Things Parents Should Know Before Filling Out The School Emergency Card

In this article I want to dispel the common myth regarding the school emergency cards we all fill out at the beginning of each school year.

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01
Jan

Filed for Bankruptcy and Expecting an Inheritance? Watch Out!

Recently a client came in to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken. Smart client!

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15
Sep

Ask a Sacramento County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent.

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09
Aug

Folsom Estate Planning Attorney: Who Can Claim Death Benefits and How to Claim Death Benefits After the Loss of a Loved One

Money is usually the last thing that someone grieving over the loss of a loved one wants to think about. However, death comes with expenses, and most people haven’t taken the time to prepare for them.

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CLIENT Story

Heather helped my mother get her estate in order before her passing. It was only after that we learned just what a great job Heather did. Recently, I had the opportunity to have the Chubb Law Firm help me also with my estate. I feel confident that Heather and her team helped me to consider all of the appropriate options and to make the right choices including options I DIDN'T KNOW I HAD! This is the kind of law firm one imagines when you think about getting good legal advice.
Sidney

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