Category: Estate Planning

First Steps After The Death of a Loved One

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 [..]

Read More

3 Reasons You Want to Avoid Probate

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 [..]

Read More

5 Steps for New Parents to Know About Wills

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 [..]

Read More

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 [..]

Read More

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 [..]

Read More

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, [..]

Read More

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 [..]

Read More

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 [..]

Read More