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Posts Categorized In: Family Matters

California Estate Lawyer Answers, “Won’t Leaving an Inheritance to My Child with Special Needs Help More Over the Long-Term Than SSI or Other Benefits?”

October 14, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, FAQ Tags: #benefits, #estateplanning, #speacialneeds, #SSI

California Will Lawyer Asks, “Who will manage your digital footprint after you pass?”

October 6, 2021 by Jonathan Stein

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

Categories: Consumer Issues, Current Affairs, Estate Planning, Family Matters, FAQ, Legal Process, News, Web/Tech Tags: #digitalasset, #digitalfootprint, #family, #socialmedia

Special Needs Lawyers: Create a Solid Plan for a Child with Disabilities

September 28, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, Legal Process, News Tags: #estateplanning, #specialneeds, #specialneedstrust

3 Benefits Estate Planning Gives to Business Owners | Sacramento Estate Lawyer

September 15, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, Legal Process Tags: #businessowner, #estateplanning, #transition

California Estate Planning Attorneys: Disinheriting a Family Member from Your Estate

September 8, 2021 by Jonathan Stein

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

Categories: Current Affairs, Estate Planning, Family Matters, Hiring an attorney, Law, Legal Process, News Tags: #adult #yourwishes, #estateplanning, #inheritance

California Trust Lawyer Asks, “Does Your Estate Plan Include Your Animals?”

September 1, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters

Is the Word “Inheritance” a Dirty Word in Your Family? | California Estate Planning Lawyer

August 11, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, Legal Process Tags: #estateplanning, #inheritance

Understanding Adult Conservatorships in California

August 4, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, FAQ, Hiring an attorney, Legal Process Tags: #adultguardian, #conservatorship #family, #estateplanning

Trust Lawyers: Inviting Others to Contribute to Your Child’s Special Needs Trust

July 28, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters Tags: #specialneedstrust

How an Estate Planning Lawyer Can Help You Through Every Stage of Life

July 14, 2021 by Jonathan Stein

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

Categories: Consumer Issues, Family Matters, FAQ, Hiring an attorney

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