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Blog

08
Dec

Transfer on Death Agreements Are a Useful Estate Planning Tool, says Sacramento Probate Lawyer

For Sacramento area residents seeking to avoid probate on certain assets such as their stocks, bonds and other assets in brokerage accounts, Transfer on Death Agreements (TOD’s) can be a very useful and convenient estate planning tool.

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12
Nov

Demystifying Sacramento County Probate

For many people, Sacramento County Probate is extremely confusing. Not only is it confusing, but it’s time consuming, eerily public and a very costly way to have to sort through your loved ones affairs when they are gone.

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01
Nov

Sacramento Probate Attorney Says Life Insurance an ‘Excellent’ Estate Planning Tool

As an Sacramento probate attorney, I meet with a number of young families each month who realize they need a will or guardianship nominations to protect their children if something happens to them, but they are have no additional means (or a significant inheritance) that will financially provide for their children in their absence.

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07
Sep

Sacramento Probate Attorney Tackles The Role of Estate Administrator and How to Choose

I can honestly say that selecting the executor of your estate is one of the most critical decisions you will make when getting your end-of-life affairs in order. Many people have not even thought about who could fill this important role in overseeing their affairs.

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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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