Category: Estate Planning

Probate in Sacramento

The Probate Court oversees the probate process. In Sacramento County, the Probate Court is located on Power Inn Road. The probate court in Sacramento County and other counties divides the property of someone who is deceased. They oversee the distribution of assets and the payments of liabilities, which includes payment of debts and distribution of [..]

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Who Will Take Care of Me When I Am Not Able?

Although we would like to think that we will live forever and have perfect health throughout our life, it just isn’t so. After you are no longer able to look after yourself, who will? You may have heard of the term fiduciary. A fiduciary is someone who is legally obligated to act in another person’s [..]

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Executor of a Will or An Estate: 3 Helpful Tips

As an executor of a Will or an Estate, you are responsible for assets getting to the correct beneficiaries. This is a large job, that usually comes while still in grieving. To accurately do the job, you need to be organized and pay attention to details. This job can easily become overwhelming. Here are three [..]

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Should I Include My Grandchildren in my Will?

Whether to include your grandchildren in your will is something to consider. We often meet with grandparents who share a special bond with their grandchildren. They want to see their grandchildren succeed. They see passing on financial stability as a gift to their grandchildren. However, proper precautions need to be taken in order to look out for [..]

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A Thoughtful Holiday Gift for Your Adult Child

The holidays are nearing once again and you need to come up with a thoughtful holiday gift for your adult child. Some years are easier than others to think of that perfect gift for your child. If you are looking for a thoughtful gift for your adult child, you may want to consider an Estate [..]

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What Happens if I Become Incapacitated?

An Estate Plan in one sentence is: A plan of action of what happens to you, your property, and the people that you are responsible for when you either die or become incapacitated. Many people think of an Estate Plan as simply a will or as something that goes into effect after I die. There [..]

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