For updated COVID-19 precautions and FAQs, please click here for more information.

Blog

27
Sep

Ask a Sacramento Business Planning Lawyer: What Happens to My Business If I Die?

Business planning lawyers are often asked “What happens to a business when the owner dies”, and the answer has a lot to do with the way the business operates.

Read Post
28
Aug

Fair Oaks Estate Planning Advice Regarding Whole Life and Term Insurance

When it comes to estate planning, there is plenty of room for confusion and why it’s smart to work with an attorney who is familiar with local, state and federal laws vs. doing it yourself.

Read Post
10
Aug

Sacramento Estate Planning for Generation X

When you think of Generation X, what comes to mind? Many of us fondly remember flannel shirts, grunge music and movies like Reality Bites.

Read Post
10
Aug

Sacramento Wills and Estates Lawyer Answers, “What Happens to a Person’s Debts When They Die?”

Mortgages, loans, credit cards, even medical bills…nearly every wills and estates lawyer in Sacramento is asked about what happens to a person’s debt when they die.

Read Post
24
Jul

What Happens If My Heir Dies Before I Do in Sacramento?

What happens when you outlive an heir? What becomes of the inheritance you wanted to be passed on to him or her?

Read Post
11
Jul

Prepare Now For Year-End Changes to Estate Tax Laws

Preparing for estate tax changes now is critical for high-net worth individuals, but also for middle-class families, too.

Read Post
20
Jun

Naming a Pet Guardian as Part of Your Estate Planning in Sacramento

No matter how much you love your pets and feel that they are “part of the family,” they are generally seen as property by the Sacramento County courts and are therefore treated accordingly.

Read Post
05
Jun

Sacramento Estate Planning for the Not-So-Wealthy

Many people simply assume that estate planning is something that only wealthy people need to do. They hear about “trust funds” and “estate taxes” and believe that these things only apply to the super-rich.

Read Post

Free Resources

CLIENT Story

Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.
Christine

As Seen On