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Blog

29
Apr

Estate Planning for Retirement in Sacramento

Estate planning lawyers in Sacramento encourage individuals of all age to get involved in their future planning. The truth is, many people put this important process off until later in life.

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20
Apr

Credit Card Debt and Inheritance in Sacramento CA

When it comes to estate planning, many people are confused about what happens to their credit card debt when they die.

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01
Apr

Sacramento Newlywed Planning for a Better Financial Future – A Few Simple Things to Do

Entering the newlywed planning stage here in Sacramento is incredibly exciting. Sure, there are dresses and tuxedos, cakes and wedding registries.

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11
Mar

Fair Oaks Lawyer Explains How To Tackle Estate Planning When You Live in Two States

Being able to split your time between two or more places you love is a much-desired retirement dream for many people.

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18
Feb

Unintended Sacramento Estate Planning Consequences When Transferring Property

There’s little doubt that working with an estate planning attorney is a great approach to protecting your assets and your beneficiaries from excessive taxation.

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05
Feb

A Fair Oaks Estates Attorney’s Advice Regarding Your Home

It is clear to estates attorneys in Fair Oaks that the most valuable asset for many local residents is their home.

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01
Feb

Estate Planning Trends In Sacramento Include Travel Trusts

Trust lawyers in Sacramento see how trends come and go in the field, and an interesting new one has been showing up increasingly in the last several years.

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11
Jan

Figuring Taxes and Gifts into Your Sacramento Estate Planning

There are a lot of important reasons to spend time working with a wills and trusts lawyer in Sacramento.

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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

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