WAEstate

Sacramento Estate Planning Attorney

Call Now: (916) 437-3500

Schedule My Interview
  • Facebook
  • LinkedIn
  • RSS
  • Twitter
  • YouTube
  • Home
  • Our Firm
    • About Our Firm
    • Meet Our Team
  • Estate Planning
    • LGBT Community
    • Estate Planning
    • IRA & Retirement Planning
    • Medi-Cal
    • Legacy Planning
    • Trust Administration and Probate
    • Pet Planning
    • Special Needs Planning
    • Veteran’s Benefits
    • ESTATE AND GIFT TAX FIGURES
  • Elder Law
    • Alzheimer’s Disease
    • Caregiver Information
    • Hospice Care
    • Medi-Cal Planning
    • Nursing Home Planning
  • Communities We Serve
  • Seminars
  • Reviews
    • Our Reviews
    • Review Us
  • Resources
    • Definitions
    • Estate Planning Techniques
    • Is Your Estate Plan Outdated?
    • Articles
    • Free Seminars
    • FREE Estate Planning Worksheet
    • Presentations
    • Probate Resources
      • Colfax Probate
    • Veterans Resources
    • Estate Planning Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
    • Elder Law Reports
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Medi-Cal
      • Probate and Trust Administration
      • Frequently Asked Questions – Elder Law Issues
      • Frequently Asked LGBT Estate Planning Questions
      • LGBT Estate Planning Frequently Asked Questions
      • Estate Planning FAQ’s
      • Trust Administration & Probate Frequently Asked Questions
      • Frequently Asked Questions for Families Without an Estate Plan
  • BLOG
  • Contact Us

Making Estate Planning Easier

January 3, 2019 by Timothy P. Murphy Leave a Comment

If you are intending to create or update your estate plan in 2019, congratulations. Unfortunately, for too many, procrastination causes delays in creating much needed plans.  one reason for the delay is that estate planning can seem overwhelming and stressful because it’s a whole new “thing” with new lingo and big decisions to be made.  As if that weren’t enough, estate planning involves talking about our health, death, incapacity, interpersonal relations, and finances.  At this point, you … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning, Estate Planning Benefits, Estate Planning Documents, Estate Planning Goals, Estate Planning Information, Estate Planning Mistakes, Estate Plans that Work

Estate Planning Considerations Entering the New Year (part 2 of 2)

December 28, 2018 by Timothy P. Murphy Leave a Comment

When considering creating or updating your estate plan in 2019, you will want to make sure that you consider all of your planning needs.  This will ensure that you have a proper plan that will protect you during all of life’s unexpected events.  The information below will explain more about your needs. In this second installment about estate planning considerations, we address additional issues often overlooked in many estate plans.  If you have any questions about the information below, or if … [Read more...]

Filed Under: Beneficiary Designations, Estate Planning, Life Insurance, Parents of Minor Children, Pets, Revocable Living Trust, Trusts Tagged With: Estate Planning, Estate Planning Benefits, Estate Planning Documents, Estate Planning for Children, Estate Planning for Parents of Minor Children, Estate Planning Goals, Estate Planning Information, Estate Planning Mistakes, Life Insurance, Pet Planning, Pet Trusts

Help Your Parents Organize Their Documents and Other Affairs

November 26, 2018 by Timothy P. Murphy Leave a Comment

It can be stressful trying to locate estate planning documents and other important files during a time of upset.  It’s important to make sure that your parents have all of their affairs organized as they continue to age.  Organization, not only allows them to have information that they may need easily available, it better ensures important documents are available in the event of a crisis. If you have any questions, or if you’d like to get tips on how to help your parents with their estate … [Read more...]

Filed Under: Elder Law, Trustees Tagged With: Elder Law, Estate Planning Documents, Serving as Successor Trustee

What are the Essential Estate Planning Documents?

July 26, 2018 by Timothy P. Murphy Leave a Comment

A common inquiry from clients is what legal documents do they need to protect themselves and their loved ones in the event of their incapacity or death.  These answers can be provided by an experienced and qualified estate planning attorney. Your attorney will have a conversation with you and collect important family, health, financial, goal, and concern information.  He or she will then, with your input, design an estate plan that includes several estate planning documents, which are all … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Planning Documents

How Can I Determine if I Need a Trust?

August 5, 2014 by Timothy P. Murphy Leave a Comment

Quite often, the popular notion of a trust is that it’s a device used primarily by the wealthy. Trusts are for grandparents who want to leave their grandchildren healthy inheritances so those grandchildren never have to work their entire lives, or so the popular misperception says. But that notion is far from the truth. The reality is that trusts offer almost everyone the ability to take advantage of specific benefits not afforded by other estate planning tools. Whether you have a high net … [Read more...]

Filed Under: Estate Planning, Trusts Tagged With: Estate Planning, Estate Planning Documents, Trust in California, Trusts, Wills and Trusts

Essential Documents For Every Estate Plan

July 29, 2014 by Timothy P. Murphy Leave a Comment

The best estate plan is one that contains essential documents that meet your individual needs. Developing the right documents for your estate plan is something you can do after consulting with your estate planning attorney and evaluating the choices available to you. Even though the documents you create will likely be the same types of documents that almost everyone creates, these documents need to be specifically tailored to your needs and purposes. Regardless of your goals and circumstances, … [Read more...]

Filed Under: Estate Planning Tagged With: Estate Plan in California, Estate Planning, Estate Planning Documents, Legal Documents

Don’t Fall for These Living Trust Myths

January 29, 2014 by Timothy P. Murphy Leave a Comment

A lot of people who research estate planning come to the conclusion that they need to create a revocable living trust. While a revocable living trust is an excellent estate planning tool to have, it’s also something that can be a little difficult to understand. Further, you might come across some popular myths and misperceptions about living trusts that could get in the way. To help explain living trusts and show you why some of the popular myths are wrong, let us take a look at some common … [Read more...]

Filed Under: Estate Planning, Revocable Living Trust Tagged With: Estate Planning Benefits, Estate Planning Documents, revocable trusts

If You're Moving, Consider Changing Your Estate Plan

November 9, 2012 by Timothy P. Murphy Leave a Comment

Whether you are new to California or are leaving the state to go somewhere else, you need to take some time to review your estate plan as part of the moving process. Moving to a new state means that there are new laws you may need to consider. This is especially important if you move from a community property state, such as California, to a non-community property state, or vice versa. Here are a few issues you'll need to keep in mind when reviewing your estate plan as part of a move. Spousal … [Read more...]

Filed Under: Estate Planning, Probate, Wills Tagged With: Estate Planning, Estate Planning Benefits, Estate Planning Documents, Estate Planning Mistakes, Estate Plans that Work

Three Considerations When Deciding About Amending A Trust

September 25, 2012 by Timothy P. Murphy Leave a Comment

Question 1: Can I change my revocable living trust? What about an irrevocable trust? Anyone who creates a revocable living trust, known as a trustor, can change the terms of that trust at any time as long as he or she is mentally capable. You cannot change the terms of your trust after you die by, for example, dictating the amendment through your last will and testament. Also, if you created the revocable living trust jointly with a spouse, both you and your spouse will have to agree to any … [Read more...]

Filed Under: Estate Planning, Trustees, Trusts Tagged With: Estate Planning, Estate Planning Attorney, Estate Planning Benefits, Estate Planning Documents, Revocable Living Trust, Tax Planning

The Government Will Not Inherit Your Property – 3 Facts About Escheat

September 1, 2012 by Timothy P. Murphy Leave a Comment

There are several myths and misconceptions surrounding estate planning that sometimes pop up. For example, some people believe that the state of California will inherit your property if you don't make a will or create some kind of estate plan. While this is possible, it is very rare. The process through which the state inherits someone's property is called escheat. Let's take a look at it and why it rarely happens. You can choose who inherits your property. In order to pass on your property … [Read more...]

Filed Under: Beneficiary Designations, Blended Families, Charitable planning, Estate and Trust Settlement, Estate Planning, Proper Asset Ownership, Trusts, Wills Tagged With: Beneficiary Designations, Estate Planning Documents, Estate Planning Mistakes, inheritance, Trusts, Wills

  • 1
  • 2
  • 3
  • Next Page »

Download our free estate planning Worksheet

Plan For Your Future and Protect Your Legacy Download our Estate Planning Worksheet to get started!
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • LinkedIn
  • RSS
  • Twitter
  • YouTube

Upcoming Seminars

  • Client Workshop: Beneficiary Planning – Tailoring Your Estate Plan to Meet Your Goals and Their Needs
    • March 21, 2019
    • Sacramento
  • Client Workshop: Beneficiary Planning – Tailoring Your Estate Plan to Meet Your Goals and Their Needs
    • March 23, 2019
    • Sacramento

SACRAMENTO

2277 Fair Oaks Blvd., Ste 320
Sacramento, CA 95825-5599
United States (US)
Phone: (916) 437-3500

ROSEVILLE

3017 Douglas Blvd., Ste 300
Roseville, CA 95661
United States (US)
Phone: (916) 437-3500

MAP

norcalplanners_sidbr_map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 12:00 PM
footer-logo
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

The information on this Attorneys & Lawyers / Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Northern California Estate Planning Firm. Privacy Policy | Contact Us | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys

© 2019 American Academy of Estate Planning Attorneys, Inc.