Six Steps to Immediately Take to Protect Digital Assets After Death
It used to be enough for a trust or estate administrator to identify assets simply to search through a decedent’s papers in his or her workplace and at home, watch the mailbox for a 90-day cycle, and review tax returns... Read More →
Questions to Ask a Probate Lawyer During Your First Meeting
When facing the complexities of probate law, finding a skilled probate lawyer in Santa Rosa can significantly ease the process. The initial meeting with a probate lawyer is crucial for setting the stage for a smooth legal process. Here are... Read More →
Securing Your Legacy: The Importance of Wills and Trusts
Understanding the nuances of trust administration is paramount in Sonoma County’s landscape, where property values hold significant weight and familiar estates are cherished. It involves the meticulous management and distribution of assets held within trusts, serving to protect wealth and... Read More →
The Perfect Valentines Day Gift – And a Gift to You!
Want to give one of the most treasured Valentine’s Day gift? How about a gift that expresses your love for your family and you, and will benefit your children and grandchildren long after you pass away? A trust package would... Read More →
Beyond the Will: Enhancing Your Estate Plan to Meet Specific Needs
Estate planning is a crucial process that ensures your assets are distributed according to your wishes after you pass away. While a last will is a fundamental component of estate planning, it is essential to understand that various tools and... Read More →
What is a Conservatorship, and How Does it Work?
Conservatorships are legal arrangements designed to protect individuals who cannot make critical decisions due to physical or mental incapacitation. These arrangements provide a responsible person, known as a conservator, with the authority to make decisions on behalf of the incapacitated... Read More →
Five Estate Planning Tips for Your Cryptocurrency
Did you know that your cryptocurrency is considered property and not currency? Like any property, there are some tricks and traps that you should be aware of. Most seasoned holders of cryptocurrency are aware of IRS Notice 2014-21. For those... Read More →
5 Tips for Choosing the Right Probate Law Firm
Dealing with the probate process can be a complex and emotionally taxing experience, especially when disputes arise among family members or beneficiaries. In such cases, having a skilled probate litigation law firm by your side is crucial to navigate the... Read More →
5 Qualities of an Excellent Estate Planning Law Firm
Estate planning is a vital component of financial and legal management that impacts not only your future but also the well-being of your loved ones. It involves carefully orchestrating assets, properties, and end-of-life wishes to ensure a smooth and secure... Read More →
A Christmas Gift with a Lifetime of Benefits – and a Gift to You
Do you struggle to think of another Christmas gift for your adult children? How about a gift that will have a lifetime impact on your children and grandchildren? If they don’t already have a trust, this would make the perfect... Read More →