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

Modern Estate Planning Blog

Elder Law & Special Needs Planning

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
11
Feb
11
Feb

Which assets do not go through probate in Sacramento County?

Probate is a court process in Northern California that facilitates the legal transfer of assets from a deceased person to their named beneficiaries or heirs.

Read Post
11
Feb
11
Feb

Prenup 101: The Basics of the Prenuptial Agreement in Sacramento, CA

Prenuptial agreements tend to get a lot of attention when it comes to celebrity divorces, but there are plenty of non-famous people who are opting into this type of contract.

Read Post
30
Jan
30
Jan

Fair Oaks Elder Lawyer: How To Tell If Your Loved One’s Finances Are Out of Control

Elder law attorneys in Sacramento County specialize in bridging the generations, and because of that, we understand many of the nuances that create a disconnect between adult children and their aging parents.

Read Post
30
Jan
30
Jan

When Mental Decline Derails Your Estate Plan | Sacramento Wills and Trusts

Estate planning attorneys in Sacramento can tell you that there is little that is as frustrating as someone who waits until it’s “too late” to start the estate planning process.

Read Post
23
Jan
23
Jan

Learning From Steve Jobs: How to Keep Your Financial Affairs Private After Death

Estate planning lawyers across the nation agree that trusts offer many benefits and protections that simple wills do not.

Read Post
23
Jan
23
Jan

Protect The Rights of Your Partner With a Life Estate In California

If a married person passes away without a will in place, there is a good chance that someone he or she trusts (i.e., the spouse) will be able to step in and have a fair amount of say in what happens.

Read Post
17
Jan
17
Jan

Why Proper Estate Planning is a Gift in and of Itself | Sacramento Wills and Trusts

Far too many people view estate planning as a way to bequeath “gifts” to future generations.

Read Post
17
Jan
17
Jan

Ask a Fair Oaks Wills and Trusts Lawyer: What Do I Do With My Vacation Home?

Vacation homes can create some interesting estate planning situations, and wills and trusts lawyers in Sacramento are privy to quite a few of these circumstances.

Read Post

Free Resources

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

As Seen On