Focused And Personalized Attention Concerning Your Estate Planning Needs
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...
It’s estimated that there are literally trillions of dollars in wealth that will soon change hands from one generation to the next -- and you want to be sure that your assets are among them. Before you start your estate plans, however, you should probably consider...
if you're looking into estate planning, you likely have a decent grasp of the benefits of sitting down and documenting your final wishes. Estate planning isn't just a process that aims to make sorting out who inherits your property after you're gone easier, though. It...
When you send your child off to college, you probably made sure they were up to date on their shots and that they had the right kind of bed sheets for those weird dorm mattresses. What you may not have considered is what would happen if your child had some kind of...
Your estate plan enables your family members and others named in the plan to know what you want to do with your assets when you pass away. When you set up a comprehensive estate plan, it also relays your wishes for your care if you become incapacitated. Many people...
California recognizes three main types of wills. While some may appear quicker, simpler or cheaper than others, they may not exactly accomplish your goals, protect your interests or protect your estate. Will contests can delay your estate’s distribution, waste your...