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A General Durable Power of Attorney protects your finances and legal affairs if you become incapacitated. Learn how this essential estate planning tool works in California.
A health care directive ensures your medical wishes are honored if you can't speak for yourself. Learn what's included and why every adult needs one in California.
Don't wait for a crisis to protect your family. Learn why creating an estate plan now can save your loved ones time, money, and stress. Contact The Swenson Law Firm today.
Selling property held in a trust? Learn what trustees and beneficiaries need to know. From reviewing trust documents and obtaining approvals to navigating tax implications. Swenson Law Firm can help.
Discover why working with an experienced estate planning attorney in Sacramento protects your family, avoids costly mistakes, and gives you lasting peace of mind. The Swenson Law Firm is here to help.
Key Considerations when Administering a CA Trust
Selling Property in a Trust: What you need to know
Many people first hear of Letters Testamentary or Letters of Administration when they attempt to sell a home or gain access to a bank account after a family member or loved one passes away. Typically, they are given a list of required documents and Letters Testamentary is one of them. If this has happened to you, you are not alone in asking what Letters Testamentary are and how to acquire them. In California, Letters Testamentary are legal documents issued by the court to a personal representative or executor named in a deceased person's will. These Letters authorize the individual to act on behalf of the deceased person's estate and carry out the instructions outlined in the will.
You may ask, “When should I change my will and trust?” Life changes. A regular review of your Estate Plan ensures your current wishes reflect those changes. If you answer “yes” to any of these questions, your Estate Plan may need to change. Do you have a properly signed will, trust, and Powers of Attorney [..]
The post When Should I Change My Will and Trust? appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
Meeting with an attorney to discuss your Estate Plan is not an every day affair. Because of this, you may not know what to expect at an Estate Planning consultation. All law offices have different procedures. However, this is what to expect from us at The Swenson Law Firm: Contact our office to schedule your [..]
The post What to Expect at an Estate Planning Consultation appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
