Experienced Estate Planning
and Probate Law Firm
and Probate Law Firm
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Practice Areas
- Elder Law
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Estate Planning
- 403(b) Accounts and Estate Planning
- 457 Plans and Estate Planning
- 529 Plans and Estate Planning
- Advance Directive for Health Care
- An Introduction to Estate Planning in Folsom, California
- Best Age for Children to Receive Assets
- Burial Instructions and Estate Planning
- Business Ownership and Estate Planning
- Can Minors Inherit Assets?
- Cohabitation Agreements and Estate Planning
- Common Estate Planning Scenarios
- Common Pitfalls in the Estate Planning Process
- Communicating with Your Estate Planning Lawyer
- Communication with Someone who has Diminished Capacity
- Community versus Separate Property
- Components of a Complete Estate Plan
- Confidentiality in Estate Planning
- Conservatorship vs. Guardianship
- Conservatorships
- Disinheriting a Family Member
- Do I Need an Estate Plan?
- Do it Yourself Estate Planning
- Elder Law Primer
- Estate Planning Before Travelling
- Estate Planning and Beneficiary Designations
- Estate Planning and Charitable Giving
- Estate Planning and Digital Assets
- Estate Planning and Divorce
- Estate Planning for Alzheimer’s and Dementia
- Estate Planning for Blended Families
- Estate Planning for College Tuition
- Estate Planning for Cryptocurrency
- Estate Planning for Long-Term Care
- Estate Planning for Long-Term Relationships
- Estate Planning for Military Families
- Estate Planning for Newly Married Couples
- Estate Planning for Real Estate
- Estate Planning for Second Marriages
- Estate Planning for Single Individuals
- Estate Planning for Sudden Illness
- Estate Planning for Vacation Properties
- Estate Planning for Vehicles
- Estate Planning for Veterans
- Estate Planning for Younger Couples
- Estate Planning for a Surviving Spouse
- Estate Planning for the LGBTQ Community
- Estate Taxation
- Ethical Considerations for Estate Planning
- Famous Estate Planning Battles
- Financial Planning versus Estate Planning
- Gift Taxes versus Estate Taxes in Estate Planning
- Giving Children an Early Inheritance
- Gun Trusts
- How Often to Review Your Estate Plan
- Incapacity Planning for Yourself or a Family Member
- Investment Accounts and Estate Planning
- Leaving Assets to Your Children
- Life Events that Require an Estate Plan Update
- Life Insurance Proceeds
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Living Trusts
- Administering a Living Trust
- Amending a Living Trust
- Being a Trustee for a Living Trust
- Bypass Trusts
- Can a Successor Trustee Change My Trust?
- Certificate of Trust
- Charitable Trusts in California
- Corporate Trustees
- Funding a Living Trust
- IRA Trusts
- Irrevocable vs. Revocable Living Trusts
- Legacy Trusts
- Life Insurance Trusts
- Living Trusts and Creditor Protection
- Living Trusts and Privacy
- Mistakes Commonly Made by Trustees
- Mistakes Commonly Made with Living Trusts
- Modifying an Irrevocable Trust
- Pet Trusts in California
- QTIP Trusts
- Selecting a Trustee
- Special Needs Trusts
- Spendthrift Trusts: Providing for a Financially Irresponsible Beneficiary
- Successor Trustee
- Trust Beneficiary Receipts and Releases
- Trust Decanting
- Trust Protector
- Medical Expense Accounts and Estate Planning
- Misconceptions About Estate Planning
- Most Common Estate Planning Terminology
- No Contest Clauses
- Nominating a Guardian for a Minor Child
- Notary Public and Estate Planning
- Onshore Asset Protection
- Oral Promises in Estate Planning
- Payable on Death and Transfer on Death Designations
- Per Stirpes vs Per Capita in Estate Planning
- Personal Property Memorandum
- Planning for Retirement
- Postnuptial Agreements and Estate Planning
- Power of Attorney
- Prenuptial Agreements and Estate Planning
- Preparing to Meet with Your Estate Planning Lawyer
- Preventing Family Conflict in Estate Planning
- Providing an Inheritance to a Child with Substance Abuse Issues
- Retirement Accounts and Estate Planning
- Selecting an Estate Planning Attorney
- Should Children Receive an Equal Inheritance?
- Testamentary Capacity vs. Contractual Capacity
- The Estate Planning Process: Start to Finish
- The Role of Tax Professionals in Estate Planning
- Undue Influence and Estate Planning
- Updating Your Estate Plan When Moving to a New State
- Virtual Estate Planning
- What Happens to My Assets if I Pass Away Without a Will or Trust?
- What Happens to My Checking and Savings Accounts?
- What Happens to My Home After I Pass Away?
- What to do After a Family Member Passes Away
- When to Update Your Beneficiaries
- Where to Keep Your Estate Planning Documents
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Probate
- Can I Complete Probate Without an Attorney?
- Common Probate Scenarios
- Creditors Claims During Probate
- Dealing with a Squatter During Probate
- Do I Need to File a Probate if Someone Died with Few Possessions?
- Letters Testamentary and Letters of Administration
- Missing Wills and Probate
- Probate Personal Representative Fee
- Probate for Insolvent Individual
- Probate: From Beginning to End
- Probating a Will
- Responsibility for a Deceased’s Debts
- Selling Real Estate During Probate
- Selling an Inherited Home
- Small Estate Probate
- The Responsibilities of a Probate Personal Representative
- Who Can be the Executor of an Estate?
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