When an individual in Sacramento passes away, the directions that he or she laid out in his or her estate plan kick into effect. Whether a will, trust or some combination of both is used in an estate plan, the administration of the estate and its trusts can be...
Month: May 2018
Estate planning and the blind trust
We've spent a considerable amount of time on this blog discussing the various trust options available to Californians. Deciding on trust options that are right for you can be critical to the success of your estate plan, including the financial well-being of...
Steps to take to ensure an estate plan is effective
No one likes to think about their inevitable mortality. Therefore, it can take a lot of will power and bravery to create an estate plan. Those in California who are able to successfully create a plan may feel like they have achieved something major, which they...
Who is allowed to try to invalidate a will?
Wills can be powerful estate planning tools that can ensure that an individual's estate in California is distributed in accordance with his or her wishes upon death. However, in order for a will to be valid, certain legal requirements must be met. While the vast...
Our Sacramento firm knows how to address intangible assets
Planning for your future can be a challenging endeavor. Planning for the future of your estate, then, can seem even more difficult. However, with proper guidance and some motivation, California residents can create an estate plan that works well for them and their...