Having an estate plan that reflects your wishes is great. But having an estate plan that will not be the subject of disputes is much better. When you take time to create an estate plan, one of the things you need to consider is discussing your wishes as outlined in...
In the 21st century, many of us live large portions of our life online. We play on the Internet, we work with it and we use it for financial matters. Most Sacramento residents have accumulated a few digital assets, some worth practically nothing and others with value....
Your estate plan is what your loved ones will follow when you pass away. It tells them your wishes for where your assets will go. While you might be tempted to list every asset you have, there are some that shouldn’t be included in the estate plan. Financial...
You may have started your estate plan many years ago and never touched it since. Maybe you have a few documents in place, like your living will and a trust, or perhaps you have only your will. It’s a good idea for you to remember that an estate plan is like a living...
In California and most other states, residents have the right to disinherit anyone. In other words, it is legal to leave family members, including your children, out of your will. If you are thinking about disinheriting a child or other relatives, that is your right....
Holographic (handwritten) wills are legal in California when they meet the basic standards required of a valid will. They must be written entirely by the testator (the person whose will it is) and signed by them. While a holographic will may be valid, it is preferable...
As the beneficiary of a trust in Sacramento, you might feel that the trustee is taking advantage of you or over-managing your trust. Sometimes, trustees that want to manage funds ethically and responsibly may infringe upon the rights of a beneficiary. Most of the...
Couples expecting a baby often think a lot about what they can do to improve their child's future. Things like establishing a college fund might come to mind. But, there’s another critical bit of planning that you need to do. Now is the time to get your estate plan...
So you have an estate plan in place? Congratulations! You are off to a great start. However, if you are yet to create one yet, this is the time to hook up with a professional estate planner so you secure your future and loved ones. But, once your estate plan is in...
Many of us have managed our own affairs for the majority of our lives. As a result, the prospect of arranging for someone else to take care of them can be daunting. Often, this is a decision that people will put off as long as possible. However, it can be beneficial...
