As a California estate lawyer, when I meet with parents to start the process of creating a special needs plan for their child with disabilities, I almost always advise against leaving any type of inheritance outright to the child when mom or dad passes away. This can come as a shock to parents, who… Read More
Posts Tagged With: #estateplanning
Special Needs Lawyers: Create a Solid Plan for a Child with Disabilities
Planning for future care needs when you have a child with special needs can be stressful. Whether your child was born with a disability, experienced a traumatic brain injury, or is a veteran with mental health issues, all disabled people deserve to have their future planned out and protected. My firm the Law Offices of… Read More
3 Benefits Estate Planning Gives to Business Owners | Sacramento Estate Lawyer
To create and build a successful business is one thing; making sure it lasts after you’re gone is an entirely different matter. There are many financial predators out there that will take advantage of a business at its most challenging time – i.e., when the founder retires or passes away – but thankfully there are… Read More
California Estate Planning Attorneys: Disinheriting a Family Member from Your Estate
Not long ago, I was contacted by a couple who did planning with us a while back. They asked for an appointment to make some changes to their estate plan. However, their demeanor when they came in was different than the last time we met. When I inquired about the changes they wanted to make,… Read More
Is the Word “Inheritance” a Dirty Word in Your Family? | California Estate Planning Lawyer
In my years as a California estate planning attorney, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience proves… Read More
Understanding Adult Conservatorships in California
For those caring for elderly relatives in California, there may be relief knowing that the senior has a medical directive, power of attorney, and/or trust in case he or she becomes incapacitated. However, it’s also possible that there is no guiding documentation to help when the relative is unable to make decisions on his or… Read More
California Lawyers: 5 Considerations When Choosing a Legal Guardian for Your Kids
Choosing a legal guardian who can raise your kids if you are unexpectedly incapacitated or pass away can be a daunting and difficult challenge. There are many things to take into account such as parenting styles and the potential guardian’s ability to love and take care of your children. These are just some of the… Read More
Will and Estate Lawyer: Don’t Transfer Ownership of Your Home without Understanding These Five Hazards
Many people believe that it would be easier for their loved ones if they transferred ownership of their home before they need to. Bypassing probate in California, they believe, will be easiest for everyone. That could be true. However, there are several risks to consider that might harm you or your heirs. Hazard #1 –… Read More
Will and Trust Attorney on How to Make Sure Your Executor Has Everything They Need When You Pass Away
No one likes to think about it, but when we pass away it will be someone else’s responsibility to wrap up our affairs. This can be a difficult task for your executor if he or she does not know where your important documents are kept, information on your financial accounts like what types, where they… Read More
Estate Planning Attorney: The Basics of Probate
Estate Planning Attorney: The Basics of Probate In California, probate is the legal process of transferring assets from a deceased person to their heirs. It can be stressful, costly, and can take months or even years to complete. Probate is also used to ensure a decedent’s outstanding debt is paid to creditors and that assets… Read More