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

Blog

15
Sep

Ask a Sacramento County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent.

Read Post
09
Aug

Folsom Estate Planning Attorney: Who Can Claim Death Benefits and How to Claim Death Benefits After the Loss of a Loved One

Money is usually the last thing that someone grieving over the loss of a loved one wants to think about. However, death comes with expenses, and most people haven’t taken the time to prepare for them.

Read Post
30
Jul

Help! I Inherited a Timeshare. Now What?!

Many people love timeshares. That is, the option to be a part owner of a property which is used for getaways and vacations.

Read Post
08
Jun

Actions Speak Louder than Words: When Will Oral Estate Agreements Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known.

Read Post
24
May

Folsom Will Lawyer: Types of Income You May Have Forgotten to Include in Your Will

When it comes to estate planning, most people think of streams of income that are typical, such as current employment, retirement plans, and bank accounts. These obviously need to be included. But, there are other, less obvious types of income that some people forget.

Read Post
20
Apr

Folsom Estate Planning Lawyer: No One Likes to Hear This, But Chances Are You Will Face Disability

When you are young, or even middle-aged, it is hard to imagine that you could experience a disability. But, studies confirm that many of us will face at least a temporary disability some time during our lives.

Read Post
08
Feb

Learn Why the New Federal Estate Tax Exemption Doesn’t Give You an Estate Planning “Pass”

Unless you were living under a rock, you most likely heard about the tax reform bill that was passed through Congress and signed by the President over the holidays.

Read Post
24
Jan

Adverse Possession and Estate Planning: Avoid Squatters On Your Family’s Inheritance!

What comes to mind when you think of “adverse possession,” if anything? Do you think of squatters taking over a vacant house or a person continually encroaching on their neighbor’s yard?

Read Post

Free Resources

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

As Seen On