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Estate Planning Newsletter

Serving Clients throughout the Sacramento Area, Amador County and Calaveras County

For your convenience, you may access the current and past issues of our estate planning newsletter online:

We also offer an interactive version:

  • Blended Family Basics (September 2015)
    While blended families are common today, so are the unique estate planning challenges they present for all concerned. Careful estate planning is required to help ensure that certain parties are intentionally disinherited, while other parties are not unintentionally disinherited.
  • Medicare, Medicaid and More (August 2015)
    Retirement is a new chapter in your life. Many things are in transition, to include making sure you have a handle on your health care options. Now is the time to get your health insurance ducks in a row.
  • Who Me? A Fiduciary? (July 2015)
    What is a “fiduciary” when it comes to estate planning? If you have been appointed to serve as one, then now is the time to find out your responsibilities (and potential liabilities) before it is too late.
  • A Long-Term Care (insurance) Primer (June 2015)
    No one wants to think about wearing out mentally, physically or both. But it is a reality. What plans have you made for your long-term care? What plans have you made to pay for it? Hope is not a strategy.
  • Estate Planning Hazards (May 2015)
    Road hazards can be easy to avoid, if you know where they are. Whether on the road or in your estate plan, two potential hazards to identify and avoid are common mistakes made when planning for beneficiary designations and joint ownership.
  • Crucial Coordination (April 2015)
    Many things in life require attention to detail and sequence to get the desired result, whether making a double play or creme brulee. So it is with coordinating your estate plan with your retirement plan and your long-term care plan.
  • No Federal Estate Tax, No Problem? (March 2015)
    The non-tax issues of estate planning cut to the very heart of our lives, work and families. Regardless of whether you may or may not incur a federal estate tax liability, issues ofpersonal dignity, family conflict and your life’s legacy are fundamental to proper estate planning.

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