If you are interested in creating an estate plan, we will be honored to assist you.
Our firm is conveniently located for residents of the Greater Sacramento community as well as surrounding counties. We we are proud that clients throughout our community have turned to us for decades as they make these important plans in their lifetime.
Building a legacy plan, preparing for incapacity, and providing for loved ones requires using the right tools — but also making the best and most informed choices about some of the most personal issues that matter most to you. You need an experienced advocate familiar with local laws to help ensure that the plans you put in place are carried out so your legacy is secure.
We have the knowledge and skill to provide the assistance and compassion you deserve and to put the right plan in place that you can count on to achieve your desired outcomes. Give us a call today at (916) 437-3500 to find out more about the personalized assistance we offer.
The Estate Planning Experience You Need
Sacramento is the capital of California as well as the government seat for Sacramento County. It is known as the City of Trees because it has more trees per capita than any other city worldwide. The London plane is the dominant tree species in the area, although the city is introducing others to promote biodiversity and fight the effects of climate change.
Sacramento is a large city, with a population of nearly 500,000 according to U.S. Census data. More than 120,000 public sector employees work in Sacramento, and the metro area is the fifth largest in California as well as the 27th largest in the United States.
Many local residents have moderate to high incomes and own homes of ever increasing value. In other words, they have considerable amount of wealth to protect. This is one reason why estate planning is so important.
Making an estate plan goes beyond just creating a will, although of course this can be an important part of an overall estate plan. You can take steps to ensure your assets are not lost if you must go into a nursing home so you can pass down your family home and other wealth you have worked hard to acquire to your loved ones. You can also use tools such a living trust to ensure that your loved ones are able to inherit quickly and that your assets are managed appropriately in case of incapacity.
We understand the ins-and-outs of this process and we can work within the legal system to ensure that you are able to put the right plans in place to pass down your wealth to those who matter most to you.
The Senior Population in Sacramento
A total of about 14% of Sacramento’s population is comprised of residents ages 65 and over. While estate planning is not just a task for elderly people, it becomes increasingly important as you age because of a rising risk of illness or injuries that could leave you incapacitated or end your life.
We understand the issues that arise as you grow older and we can help you to navigate through the process of preparing for the later half of your life.
This can include taking steps such as providing specific instructions on what kinds of medical care to accept and deny in an emergency situation, as well as addressing the unique needs of your heirs by completing tasks such as planning to provide an inheritance for disabled loved ones or for those who don’t manage money wisely.
Sacramento Courts
The Sacramento Superior Court presides over probate, conservatorship and other elder related proceedings for residents of the county.
Each year many estates must go through probate proceedings in court. This process can be stressful and expensive for those left behind when you pass away. It can take many months for the probate process to be completed, which can leave your loved ones waiting for closure or struggling financially because they do not yet have an inheritance they need.
You do not have to pass your estate through the probate process though. With the right tools, you can transfer assets via other means such as the trust administration process or using payable-on-death accounts.
We can work with you to determine if opting out of probate is important in your situation. We can help you to make a comprehensive plan to ensure your loved ones don’t find themselves attempting to navigate this court process and incurring the costs and stress involved at a time when they are coping with grief.
Sacramento Residents in Need of Estate Planning
The Northern California Center for Estate Planning and Elder Law is trusted by Sacramento residents because of our long track record of offering compassionate, knowledgeable advocacy to those within our local community.
We are ready to assist our friends and neighbors as they make important life decisions that will shape not just their future but the future of generations to come as well.
Give us a call today at (916) 437-3500 to set an appointment so that we can meet with you and provide you with personalized service and support as you put an estate plan in place that gives you the legacy you deserve.
