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

Modern Estate Planning Blog

Elder Law & Special Needs Planning

01
May
01
May

Working With A Fair Oaks Estates Lawyer To Leave Behind an Intangible Legacy

When it comes to leaving an inheritance for our children, many parents automatically think of leaving cash, properties and life insurance proceeds behind.

Read Post
01
May
01
May

Amy Winehouse’s Estate Finishes Probate | Sacramento Probate Law Firm

The internationally-acclaimed singer-songwriter Amy Winehouse passed away in July of 2011, leaving behind a rather large estate and no will.

Read Post
26
Apr
26
Apr

Things to Know When Your Parent is Dying… And Services to Help in the Fair Oaks Area.

I’m so honored to be listed among the recommended resources this wonderful article by Sally Dunbar– an excellent realtor in Fair Oaks. With her permission, I’ve reprinted her entire article and great advice below.

Read Post
23
Apr
23
Apr

Sacramento County Probate Tips for Getting Through the Process Faster and with Less Hassle

Probate lawyers in Sacramento County are well aware of the hassles and headaches that families face when a loved one’s estate goes into probate.

Read Post
23
Apr
23
Apr

Elder Law Concerns: How to Hire a Home Healthcare Provider In Sacramento

With the advances in medications, treatments, and home healthcare options, the wish to remain in own home can be granted more and more frequently.

Read Post
16
Apr
16
Apr

Sacramento Business Planning for the Unexpected

Business planning in Sacramento County tends to revolve around where you are right now, where you’re going in the near future, and hopefully, where you’re going to be ways down the road.

Read Post
16
Apr
16
Apr

Working with a Trust Lawyer in Fair Oaks to Set Up a Charitable Trust

Trusts lawyers in Fair Oaks understand that there are a number of reasons why our clients might choose to create a charitable trust, and our job is to set them up in the way that best meets their needs.

Read Post
06
Apr
06
Apr

Taking a Look at Some of the Most Important Estate Planning Tools in Sacramento

When it comes to estate planning in Sacramento, there seems to be no shortage of possibilities.

Read Post
06
Apr
06
Apr

The Letter of Intent as a Part of Your Special Needs Planning in Fair Oaks

The documentation that you create with your special needs planning lawyer in Fair Oaks will be quite detailed and will take an incredible amount into consideration, but it will likely not cover every possible concern or wish you may have for your child’s future care.

Read Post
26
Mar
26
Mar

Funding a Special Needs Trust in Sacramento

Parents and caregivers of those with special needs well understand how important it is to always think ahead in order to prepare the way for their loved one.

Read Post
26
Mar
26
Mar

Be Organized and Ready When Meeting with Your Fair Oaks Estate Planning Attorney

In order to better streamline the California estate planning process, it can be incredibly helpful to do a bit of organizing before ever meeting with your attorney.

Read Post
17
Mar
17
Mar

Considerations for Snowbirds from a Sacramento Trust Attorney

For many people, the "snowbird" lifestyle is the perfect retirement, and it rarely comes to mind that this lifestyle requires a little extra preparation with your estate planning attorney.

Read Post
17
Mar
17
Mar

Executing a Will in Fair Oaks: What Are The Guidelines for Witnesses?

Those who provide wills and trust administration in Fair Oaks, CA, field a variety of questions.

Read Post
05
Mar
05
Mar

Your Sacramento Trusts and Estates Attorney Can Help Plan for Your Religious Needs

There are so many financial concerns, legal concerns, and even personal concerns regarding a person’s inheritance and other desires.

Read Post
05
Mar
05
Mar

4 Reasons You Need a Will Now, According to a El Dorado Hills Wills and Estates Lawyer

Of course it makes sense that an El Dorado Hills wills and estates attorney would tell you to create a will, right?

Read Post
27
Feb
27
Feb

Some Commonly Asked Questions from a Sacramento Probate Lawyer

Probate lawyers in Sacramento County understand that while we’re well-versed in the topic, it is a whole new world to most of our clients.

Read Post
27
Feb
27
Feb

Fair Oaks Prenup Lawyer Talks Newlywed Finances

Whether you have a prenuptial agreement yet or not, finances are something that every newlywed or soon-to-be-married couple in Fair Oaks should discuss in detail.

Read Post
18
Feb
18
Feb

Wills and Trust Administration Basics in Sacramento County: What Does It Mean to Contest a Will?

Wills and trust administration is a big job, and the sole purpose of creating a will is to make your wishes as clear as possible to simplify the process.

Read Post
18
Feb
18
Feb

Choosing the Right Probate Lawyer in Sacramento County

The range of tasks that a probate attorney can accomplish will save you a significant amount of time, and he or she will make sure that things are done in accordance with the law.

Read Post
16
Feb
16
Feb

Sacramento Attorney Warns Whitney Houston’s Legal Troubles May Mean Daughter Inherits Fortune Outright at Age 18

Many parents leaving a significant inheritance to their children choose to place their money in a trust, which helps to ensure their money is not lost or wasted on things

Read Post

Free Resources

CLIENT Story

Everything was so thoroughly explained and well documented that we never left her office with unanswered questions or felt as though we were forced into decisions on topics which we didn't fully understand. Her entire approach is a refreshing and welcome change from estate planning as usual.
Stacey

As Seen On