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By swensonlawfirm 03 Apr, 2020
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.
By swensonlawfirm 30 Dec, 2019
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.
By swensonlawfirm 04 Oct, 2019
Getting Letters of Administration is a common request when taking care of someone’s estate. A bank may have told you that you need “Letters of Administration” to gain access to an account. This is common, even when you have the will and you are named as the executor. Or you may run into problems when [..] The post How Do I Get Letters of Administration? appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 18 Jan, 2019
You may have found that you are in need of a Probate Attorney following the death of a family member or close friend.  A Probate Attorney can help you from the very beginning in knowing what the first steps are and guiding you through the court process. It is helpful to do the following prior [..] The post First Steps in Probate appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 16 Jan, 2019
Several factors go into changing the ownership of a home after a death. Changing Ownership of a Home when there is a Trust When there is a trust that has been drafted properly and the home has been funded into the trust, the transfer can usually be done simply and quickly. Depending on how the [..] The post Changing Ownership of a Home After a Death appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 05 Oct, 2018
The death of a loved one can trigger a lot of emotions. On top of mourning the loss of your loved one, there are items that need to be done in a timely manner. Here are a few items for immediate consideration: Contact a funeral provider Provide information to the funeral provider in order to [..] The post First Steps After The Death of a Loved One appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 07 Sep, 2018
When you pass away, your family may need to visit a probate court in order to claim their inheritance. Although having a will is a good basic form of planning, a will does not avoid probate. Instead, a will simply lets you inform the probate court of your wishes – your family still has to [..] The post 3 Reasons You Want to Avoid Probate appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 07 Sep, 2018
Bringing home your new baby, is a special time. As new parents, you want to make sure that your child is well taken care of. Our vision at The Swenson Law Firm is “to make every person who walks through our door feel better. We do this by replacing ignorance with knowledge and fear with [..] The post 5 Steps for New Parents to Know About Wills appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 17 Jul, 2018
If you are preparing to send your son or daughter off to college, you may be wondering how their first semester of school will go. This is an exciting new chapter in your family’s life. The last thing you may be thinking about is estate planning for your college-aged child. While your child may not [..] The post Legal Considerations When Getting Your New College Student Ready to Go appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
By swensonlawfirm 11 Jun, 2018
Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade or downsize, the purchasing of a home is a big event in your life.  When these major life changes occur, it is important that you are properly prepared. Below are a few things for you to consider now [..] The post 4 Tips For Every New Homeowner appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.
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