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 Categorized In: Family Matters
California Will Lawyer Asks, “Who will manage your digital footprint after you pass?”
According to research, 69% of adults ages 50-64 are on social media regularly, and 50% of adults older than 65 are on some form of social media as well. However, in my experience as a California will lawyer, I’ve found that most people do not have a plan for what should happen to their growing… Read More
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
California Trust Lawyer Asks, “Does Your Estate Plan Include Your Animals?”
Many people feel like their animals are their best friends and distinct members of the family. They buy birthday cakes and Christmas gifts for their dogs, cats, birds, and reptiles. Many older people prefer having an animal to keep them company. Look on the shelves at your home store, and they all have “Dog Mom”… 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
Trust Lawyers: Inviting Others to Contribute to Your Child’s Special Needs Trust
Many parents worry about how they will fund a lifetime of care for their child with special needs. This is especially concerning if the parents are fearful that there will not be enough money left for housing, caregivers, and basic life necessities when mom or dad pass away. When I meet with parents of… Read More
How an Estate Planning Lawyer Can Help You Through Every Stage of Life
Whether you have recently reached adulthood, are starting your family, reaching retirement, or approaching some other major milestone in life, there is a good chance that it is time to contact to your estate planning lawyer. Do not believe it? Check out these reasons: Estate planning knowledge is specialized. While you might have great insight into what… Read More