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4 Tips For Every New Homeowner

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 [..]

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Get Ready for Your Summer Plans

With the weather warming up, people are looking forward to their summer plans. Prior to going on your trip, you should review your Estate Planning Documents. Knowing that everything is taken care of at home allows you to sleep more peacefully and enjoy your vacation. 4 Things to consider adding to your checklist: Guardian Nomination If [..]

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Exciting Times at The Swenson Law Firm

There is a lot to celebrate at The Swenson Law Firm. March marks their 5 year anniversary and they received the Best Legal Services in Orangevale over the weekend- that is two years in a row! Samuel Swenson came from a family of entrepreneurs.  Samuel previously worked in larger law firms. He enjoyed the work, [..]

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Don’t Put Off Till Tomorrow What You Can Do Today

There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us want to forget that reality. Family Discussion When faced with the decision between taking initiative to start a family discussion about estate planning or putting it off, most people [..]

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Legal Heirs in California for Married Couples

If you do not have a will or a trust, you are leaving it to state law to determine who your legal heirs are. Dying without a will or trust, is called dying “intestate”. Heirs are determined by succession statutes that are already in place. It is important to consult with an Estate Planning and [..]

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Estate Planning is More Than Money Planning

Although money is often the main subject when talking about Estate Planning, family values, traditions and stories are also valuable. There are ways to build family values into your estate plan. It may be helpful to hold a family meeting in which you discuss your legacy and certain aspects of your estate plan. Tell your [..]

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