When estate planning, you might wonder about more than just financial assets. Family heirlooms often hold significant sentimental value and can be just as crucial to future generations. But which items should you consider including in your estate plan? Below are...
Month: December 2024
Can you limit the powers granted in a power of attorney?
Estate planning often feels like handing over control of your life. This rings especially true when creating a power of attorney (POA). Many Sacramento residents ask if they can maintain some control while still benefiting from a POA's protection. You'll be glad to...
New rules on probate for primary residences in California
Starting April 1, 2025, California will follow a new law that makes the probate process more manageable for primary homes worth up to $750,000. This change helps heirs get property without the lengthy and costly probate process. Here is what you need to know about...
The executor’s roadmap: Your responsibilities in estate administration
Have you been named an executor in your loved one's will? This role is both an honor and a significant responsibility. As an executor, you will manage a person's legacy and carry out their final wishes. While it may seem daunting, understanding your key...