Featured Resources:
Why I Am Glad I Had an Estate Plan in Place for My Family
I can’t stop tragedy from entering people’s lives and I don’t pretend to say that a well-crafted Living Will or Power of Attorney is a comfort during trying times. I do say that having an effective set of estate planning documents in place when misfortune occurs reduces the stress and worry level, at least a little. I don’t make that statement lightly or casually because I’ve been through this misfortune with my own family and having an Estate Plan kept us from completely being powerless.
read more
2 EASY and FREE to do to Avoid Probate
1. Check your beneficiary designations on your financial accounts i.e. IRA's, 401(k)'s, bank accounts, mutual funds and brokerage accounts. Make sure you don't name your estate! Name a person or if you have one a revocable living trust. 2. Make sure you and your...
read more
4 Common Estate Planning Mistakes
1 - No plan at all - A very common mistake we see in our Roseville Estate Planning Law firm is one of inaction. Many families in the Placer, El Dorado and Sacramento county area have no plans in place to handle their affairs if a problem arises. If these people become...
read more
Pet Trusts – Plan for your furry loved ones
Estate Planning for Companion Animals and Pets It may seem strange to an animal lover but the law classifies a pet as personal property that can be inherited. California, as well as 49 other states and the District of Columbia, has enacted a “Pet Trust” law. Minnesota...
read moreRecent Posts:
Why I Am Glad I Had an Estate Plan in Place for My Family
I can’t stop tragedy from entering people’s lives and I don’t pretend to say that a well-crafted Living Will or Power of Attorney is a comfort during trying times. I do say that having an effective set of estate planning documents in place when misfortune occurs reduces the stress and worry level, at least a little. I don’t make that statement lightly or casually because I’ve been through this misfortune with my own family and having an Estate Plan kept us from completely being powerless.
read more
2 EASY and FREE to do to Avoid Probate
1. Check your beneficiary designations on your financial accounts i.e. IRA's, 401(k)'s, bank accounts, mutual funds and brokerage accounts. Make sure you don't name your estate! Name a person or if you have one a revocable living trust. 2. Make sure you and your...
read more
4 more common Estate Planning mistakes
Here are four more common Estate Planning mistakes we see in our Roseville Estate Planning Law 1 - Not Updating Plans Everyone is busy, life can be hectic and complicated. We often must rush around putting out fires and don’t have time for things that don’t scream out...
read more
4 Common Estate Planning Mistakes
1 - No plan at all - A very common mistake we see in our Roseville Estate Planning Law firm is one of inaction. Many families in the Placer, El Dorado and Sacramento county area have no plans in place to handle their affairs if a problem arises. If these people become...
read more