• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Law Offices of Jonathan G. Stein Logo
(916) 247-6868
  • Home
  • About Me
    • Organizations, Publications and Presentations
  • About You
  • Practice Areas
    • Debt Collection
    • Estate Planning
    • Personal Injury
    • Landlord Tenant
  • Client Testimonials
  • Resources
    • Blog
    • Brochures
    • Helpful Links
  • Contact

Posts Tagged With: #estateplanning

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

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

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

California Lawyers: 5 Considerations When Choosing a Legal Guardian for Your Kids

June 16, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters Tags: #chooseaguardian, #estateplanning, #thinkhard

Will and Estate Lawyer: Don’t Transfer Ownership of Your Home without Understanding These Five Hazards

June 9, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, FAQ, Legal Process Tags: #estateplanning, #familymatters, #probate, #protectyourself, #taxes

Will and Trust Attorney on How to Make Sure Your Executor Has Everything They Need When You Pass Away

May 26, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, Law Tags: #choosewisely, #estateplanning, #executor

Estate Planning Attorney: The Basics of Probate

May 19, 2021 by Jonathan Stein

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

Categories: Estate Planning Tags: #estateplanning, #probate, #trustee, will

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to Next Page »

Primary Sidebar

Sign Up For Our Newsletter Below

Lists*

Allow Me to Help You

    Footer

    Contact Us

      Practice Areas

      • Debt Collection
      • Estate Planning
      • Personal Injury
      • Landlord Tenant
      The information contained in this website is provided for informational purposes only, and should not be construed as legal advice on any matter. The transmission and receipt of information contained on this Web site, in whole or in part, or communication with The Law Offices of Jonathan Stein via the Internet or e-mail through this website does not constitute or create a lawyer-client relationship between this firm and any recipient. You should not send any confidential information in response to this webpage. Such responses will not create a lawyer-client relationship, and whatever you disclose will not be privileged or confidential unless this firm has agreed to act as your legal counsel and you have executed a written engagement agreement with The Law Offices of Jonathan Stein. The Law Offices of Jonathan Stein © 2023. All rights reserved. | Sitemap | Privacy Policy | Disclaimer