Is your paperwork up to date?
The names are fictitious, but the story is, unfortunately, very real. This is an example of the way in which a simple legal procedure would have saved prolonged anguish and still-uncalculated expense. In my experience, I find many of these kinds of situations where people wait...
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Are your children protected?
Debbie was a woman who came to me when she was already in the last phase of her journey with breast cancer. She had waited during more than a year of treatment to begin her estate plan and she knew she needed to act fast. She had a 12-year old daughter and an ex-husband who...
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Have you updated your estate documents?
Tom died in his sleep with a Will he’d created three decades ago, dividing everything equally among his four children, who are now adults. When he made the Will, he was recently divorced from the children’s mother and had some rural land that wasn’t worth...
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Did you fund your trust?
A major purpose of a revocable living trust is to hold title to your property so that it will pass to your beneficiaries without having to go through an expensive probate proceeding. “Funding” a trust is the term used for putting assets in your name as trustee, after...
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Estate plans are for everyone
Single or married, young, middle-aged or old, everyone can benefit from an estate plans. Often times, people think that estate plans are only for the wealthy. In fact, all of us can benefit from having a plan and a trustee of our estate. Isn’t it about time you...
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Wills, Trusts, Estate Administration
About Sara
Sara earned her law degree from U.C. Hastings College of the Law and her Ph.D. in Sociology from U.C. Berkeley. She formerly taught sociology and journalism and has also taught elder law at JFK University School of Law and UC Berkeley’s School of Social Welfare.
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Estate plans are not just for the wealthy
A common misunderstanding is that people don’t think they need an estate plan because they’re not wealthy. This perception is a misperception. You don’t have to have an “estate” complete with tennis courts and a hot tub: everyone needs to make basic arrangements for who will inherit their “stuff” and who will take care of them should the need arise.
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Call or email Sara today…
Have you been meaning to get your will and trust done but just haven’t gotten around to it? It’s certainly easy to procrastinate but take a few minutes to email Sara and schedule an appointment so that your family and assets are protected.
Contact Sara here.