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Blog

09
Jun

Gold River Trust Attorney Warns Against Strict Parenting From the Grave

As a trust lawyer in Gold River, I know all parents want to see their children succeed. For most families, this means going to college, getting a good job and creating a happy, healthy family of their own.

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02
Jun

Sacramento Estates Lawyer Discusses The Benefits of Naming a Charity in Your Will

You may want to consider naming your favorite charity or organization in your will so you can leave them a portion of your estate once you pass away.

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12
May

Finding out if employer death benefits are available after the death of a loved one | Fair Oaks wills lawyer

It involves trying to figure out if your loved one’s employers offered any type of benefit to the surviving spouse or children upon death.

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12
May

Ask Sacramento Estate Planning Attorney Heather Chubb: “Should I Name My Trust As The Primary Beneficiary Of My IRA?”

"We have been working on funding our trust and changing beneficiaries of our IRAs. Our new IRA custodian says that we should name our spouses as beneficiaries first and the Trust second. Otherwise, the custodian says that we’ll suffer a big tax hit upon death. This is contrary to the instructions you gave us."

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04
May

How do I find my loved one’s insurance benefits and retirement accounts after their death?

As a will lawyer in Sacramento, I often hear from clients that finding out what benefits are available under insurance policies and retirement accounts was one of the most difficult tasks in closing out their loved one’s estate.

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21
Apr

Can a Trust Own an Investment Account? | Ask Heather Chubb

"I just created a revocable trust and was trying to change the ownership on my investment account and the company said they don’t let trusts own the accounts. What now?"

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31
Mar

Gold River Wills and Estates Lawyer Answers, “Are There Different Types of Power of Attorney Forms?”

I’ve heard the term power of attorney, but I’m not sure what that is. Are there different types?

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11
Mar

Sacramento Will Lawyer Helps You Decide Where Your Assets Should Go

It is important to take into consideration both your life situation and relationships now, as well as the possibility that they might change in the future.

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