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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

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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