Estate of Affairs
Estate planning blog
Know where you stand
Estate of Affairs is a resource for understanding the basic elements of Estates, Estate Planning, Trusts, Inheritance, Wills, and Probate. True life examples of actual of real families facing and avoiding probate and asset management challenges.
This is not intended as legal advice.
Unlock Savings: California’s New Home Inheritance Law Changes
Discover How to Save on Increased Taxes Introduction Are you a homeowner in California? If so, you’ll want to pay attention to the recent changes in property inheritance laws. These changes could significantly impact your financial future. Let’s dive into what’s new...
How do I Find a Trust Attorney?
There's a few easy ways to find a trust attorney. Our clients have found our firm in a couple different ways. Here's how you can find a trust attorney to draft your living trust. The Most Popular Ways to Find a Trust Attorney Here's our top methods people use to find...
We Protect the Marital Home From Step-Children
Probating Your Own Home Because You Gave Away the Title to Your Spouse? You're not alone if your spouse took title to your family home as Sole and Separate Property in California. If you transferred property to your spouse during your marriage and your spouse has...
Can a Basic Will Avoid Probate in Sacramento, California?
Otherwise known as a Last Will and Testament, a will is a traditional legal document that functions like a letter to the court, detailing where your property goes after your passing. In most cases more is needed to avoid probate. You’ve probably heard that if you do...
What is Probate
Learn all there is to know about Probate and how to avoid excessive costs.
What is Probate?
What is a Probate and Why Do I Need One? You find out you need a probate in Sacramento. But now you’re wondering, “What is a probate? Why is probate needed?” Here are your answers in under 90 seconds: A probate is a court case. That’s it. But the point of the case is...
Death Tax in California
There is one question on your mind right now: “Do I have to pay death taxes?” I am...
What is a Trust?
A trust is an agreement to hold property for the benefit of someone. Although this definition of a trust is oversimplified, there are just four main components of a trust: its purpose, property, beneficiaries, and the trustee. This article applies to California trust...
Grandchild Estate Planning in Roseville
If you are a new grandparent, it is time to review your estate planning documents. Choosing to leave everything to your child is one way of providing for your grandchild indirectly. Another benefit of planning is leaving a small gift that you know will pass on to your...
Last Will and Testament: Modernized
At our Rocklin estate planning law firm we get plenty of calls for a "last will and testament." But when our clients say that they need a "will," they usually mean, "I want an estate plan to protect my assets and family when I die." If you really know you want a will,...
Before you proceed further, it’s important to become familiar with the legal topics involved. To help with that, we’ve included several useful links below. By reviewing them first, you’ll gain the background knowledge necessary to make the most of your consultation: