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Blog

14
Feb

Sacramento Estate Planning Attorney Urges You to Give the Ultimate Gift of Love this Valentine’s Day

There is no better way to show your loved one that you care than to get your estate planning in order. By doing so you are essentially telling your significant other, “I want to make sure you are taken care of…. physically, financially and emotionally, no matter what life throws our way.

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10
Feb

Gold River Estates Lawyer: Let’s Pretend April 15th Didn’t Exist!

For most people tax time brings up images of boxes of random receipts and hours of searching for documents. Trying to get ready to do your tax return or organize for that yearly meeting with your tax preparer is a necessary evil.

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04
Feb

Newlyweds and estate planning – Folsom estate planning attorney on the importance of a will

Remember, having a will is not just about where the money in your bank account would go if you were no longer here. Instead, a will covers a wide arrange of issues.

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02
Feb

Fair Oaks Estates Attorney Asks, “Are You Afraid of Seeing Your Shadow Like the Groundhog?”

In my years of experience as an estates attorney, I’ve found that the number one reason why people don’t do their estate plan is that they can’t face their own death or the legal steps necessary to prepare for it!

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28
Jan

3 Things You Should NEVER Do With Your Sacramento Estate Plan

Contrary to popular belief, having a Sacramento estate plan does not guarantee that your wishes will be honored in a court of law following your death.

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21
Jan

Gold River Estate Planning Attorney Explains How to Choose a Health Care Agent

If you are over 18, choosing a health care agent is one of the most important things you can to do to make sure someone has permission to act on your behalf in a medical emergency.

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07
Jan

Fair Oaks Estate Planning Attorney Discusses New Year’s Organizing

So how do you decide what to keep and what to toss? And how long should you keep the stuff you keep? A good rule of thumb is to only keep the stuff that is related to anything you deducted when you filed a tax return.

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30
Dec

Gold River Estate Planning Attorney Answers, “Should I Name Separate Guardians For My Kids?”

As a Gold River estate planning attorney, I regularly meet with parents who want to make sure their minor children will be cared for by the people they want, in a way they want, if something unexpectedly happens to them.

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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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