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 [..]
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, [..]
The best time to share your family history with loved ones is right now. During the holidays families get together and stories are exchanged. You may have special items that go along with your stories, such as yearbooks, a baptism dress, a silver comb, news stories, or photographs. As you share these stories, you [..]
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 [..]
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 [..]
Many people think that if they die while they are married, their spouse and kids automatically inherit everything. They are likely referring to the rules that apply to someone who has died without a will. In legal jargon, it is called “intestate”. Each state has differing intestate laws. The general rule is that your spouse [..]
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 [..]
Most people create an estate plan because they want to make sure that their hard earned assets, family heirlooms, or businesses stay within the family. As your children grow, so does your family. Often adult children get married, adding more people into the family. We all hope that our children marry trustworthy and responsible adults, however that [..]
The Probate Court oversees the probate process. In Sacramento County, the Probate Court is located on Power Inn Road. The probate court in Sacramento County and other counties divides the property of someone who is deceased. They oversee the distribution of assets and the payments of liabilities, which includes payment of debts and distribution of [..]
Estate Planning including wills, trusts, and other documents allows for you to leave an inheritance for your children. Unfortunately, there are many misconceptions on how that can be done. One of those ways is Joint Tenancy. If you set up a trust, you can put your property into a trust. However, some people name their [..]
