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Blog

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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30
Jul

Help! I Inherited a Timeshare. Now What?!

Many people love timeshares. That is, the option to be a part owner of a property which is used for getaways and vacations.

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08
Jun

Actions Speak Louder than Words: When Will Oral Estate Agreements Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known.

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24
May

Folsom Will Lawyer: Types of Income You May Have Forgotten to Include in Your Will

When it comes to estate planning, most people think of streams of income that are typical, such as current employment, retirement plans, and bank accounts. These obviously need to be included. But, there are other, less obvious types of income that some people forget.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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