Category Archives: Sacramento estate planning attorney

Are you sure your life insurance information is up-to-date?

Changes in life sometimes affect life insurance beneficiaries… for good or worse. Now, the story: Life Insurance Beneficiaries Estate of Post – California Court of Appeals, First District The decedent Jerome Post, had purchased a life insurance policy during his lifetime … Continue reading

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Important Issues to Consider When Setting Up Your Estate Plan

Sacramento Estate planning, probate, tax planning estate paxes, cash flow, assets protection, creditors, beneficiary designations, California Estate Planning. Continue reading

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Probate Frequently Asked Questions. Sacramento County. California.

Probate Estate Administration, frequently asked questions. Sacramento, Placer County, California. Continue reading

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Mobile Notary Business: Medicare and Post-Hospital Coverage

Mobile Notary Business: Medicare and Post-Hospital Coverage.

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Guardianship – Tutoria/Custodia de menores

Guardianship is when a court orders someone other than the child’s parent to: Have custody of the child; or Manage the child’s property (called “estate”); or Both. La corte en California publica un folleto informativo sobre la tutorias testamentarias de … Continue reading

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Retirement accounts, trusts, Estate planning law.

Relationship between trusts and tax-deferred retirement accounts. Estate planning law. Continue reading

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