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Blog

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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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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CLIENT Story

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon

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