Sacramento, CA
Trusts Lawyer at Sacramento, CA
Practice Areas: Trusts, Power Of Attorney ... +2 more
The Health Insurance Portability and Accountability Act (HIPPA) was enacted in 1996 but its enforcement has become much stricter over the years. Among other things, this law specifically protects an...
See Full GuideThere are common events which trigger a need for estate planning, one of which is the birth of a child. In my experience, nominating a guardian for the care of a minor child is often the most import...
See Full GuideWhen you purchase a life insurance policy or open a retirement account, there are always pesky beneficiary designation forms which must be completed. For estate planning purposes those forms and des...
See Full GuideThis is generally one of the most difficult decisions for clients to make next to deciding who should be nominated as guardian of their minor children. The successor trustee is the person (or person...
See Full GuidePeople know that estate planning is something they SHOULD DO, however, it is often put off because there are more immediate concerns and sitting down and talking about death and disability is not som...
See Full GuideAs estate planning attorneys we advise clients to be proactive in planning for life events such as disability and death. In establishing the proper legal documents before such an event occurs, it all...
See Full GuideEstablishing an estate plan is crucial to ensuring that your assets and family are protected and provided for in case of a disability or death. However, education about the estate planning process i...
See Full GuideWhenever I bring up the idea of a pet trust with clients, I initially receive an incredulous look as a response. This is because, to most people, the idea of a pet trust is associated with people like...
See Full GuideHow one holds title to their assets will determine the process by which those assets will be administered; whether by contract, operation of law, court action (probate), or privately via trust instr...
See Full Guide1. Who do I want to manage my finances and care if I become incapacitated? Will this person have the power to do so? 2. Who do I want to make my medical decisions for me if I unable to do so? Have I ...
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