Sacramento Probate Lawyer On Estate Planning Issues for Same Sex Couples

Over the past few years certain states have taken steps to legalize same-sex unions, with many same-sex couples joyously taking advantage of the new laws… but in spite of state approval, these newly married couples do not have the same rights as traditional married couples under federal law.  This recent article from Elder Law Answers […]

Estate Planning for Adoptive Families

We’ve mentioned in previous posts how important it is to update your estate plan when you experience big life changes; this includes moving, getting married, having a child… and it especially includes adopting a child. A recent article in Forbes reminds us that “An adopted child only has rights to your estate once the adoption […]

Make It Easy for Your Heirs to Say “No”

People have been known to do crazy things when taxes are as unpredictable as they are currently.  No, we don’t mean “offing” their relatives (although there have been plenty of those kinds of jokes going around this year), we’re talking about saying “No thanks” to an inheritance (also called disclaiming.)  This article in Investors.com explains […]

Family and Future: The Keys to Top Notch Estate Planning

We write a lot on this blog about what estate planning is truly about: it’s about laws, taxes, assets, and documents of course; but deep down, estate planning is about relationships. As estate planners and advisors, an important part of what we do is creating the best estate planning or asset protection vehicle we can […]

The Ins and Outs of Incapacity

Most people think that having a trust is about controlling (to an extent) what happens to your assets after you die.  This is true, but a trust actually has a much broader scope: a trust can also protect and provide for your loved ones—and more importantly, it can protect and provide for you—if you should […]

Preparing Boomers for the Finance Sandwich Squeeze

Baby-boomers are called the sandwich generation—and with good reason.  They were expecting to pay for their own retirement and their children’s college education; but now recession upon recession has toppled their elderly parents’ savings, and Boomers find that they are faced with the prospect of shouldering the financial burden of their parents’ final years as […]

Estate Planning As A Multi-Generational Affair

Creating an estate plan is a very personal matter; the planning party usually consists of you, your partner, and your attorney.  Although you may consider and provide for your extended family, they are not often a part of the planning process itself.  However, there are some circumstances under which estate planning should be a family […]

Estate Planning Is Easier Than You Think

Have you ever seen the “1001 Must Do” books series?  1001 Movies You Must See Before You Die, 1001 Books You Must Read Before You Die, or maybe 1001 Natural Wonders You Must See Before You Die?  Let’s face it, 1001 things is a lot of pressure!  This is why we like this article in […]

Sacramento Elder Law Lawyer Discusses Long Term Care

November 2010 is Long Term Care Awareness Month, which means it’s the perfect time to talk about your thoughts, concerns, and plans for your own long term care.  According to this article by Ken Dychtwald, PhD, “average life expectancy is now at 78 and rising. And, if you’re already 55 or more, life expectancy has […]

The Quiet Devastation of Alzheimer’s Disease Affects Family Planning

According to a recent report put out by the Alzheimer’s Association, 5.3 million people have Alzheimer’s disease.  Chances are that you or someone you know has been touched by this illness.  In spite of these overwhelming statistics, Alzheimer’s continues to be a disease that sneaks up on individuals and their families, quietly tearing apart lives […]