Estate of Affairs
Estate planning blog
Know where you stand
Estate of Affairs is a resource for understanding the basic elements of Estates, Estate Planning, Trusts, Inheritance, Wills, and Probate. True life examples of actual of real families facing and avoiding probate and asset management challenges.
This is not intended as legal advice.
How do I Find a Trust Attorney?
There's a few easy ways to find a trust attorney. Our clients have found our firm in a couple different ways. Here's how you can find a trust attorney to draft your living trust. The Most Popular Ways to Find a Trust Attorney Here's our top methods people use to find...
Sign Credit Card Transactions with Power of Attorney
Probate Code 4401 and Credit Cards This question comes up a lot: “Can I sign credit card transactions with power of attorney for finance?” The short answer in California is “Sort of.” A power of attorney is required to sign using someone else’s credit card BUT… it...
Can a Basic Will Avoid Probate in Sacramento, California?
Otherwise known as a Last Will and Testament, a will is a traditional legal document that functions like a letter to the court, detailing where your property goes after your passing. In most cases more is needed to avoid probate. You’ve probably heard that if...
What is Probate
Learn all there is to know about Probate and how to avoid excessive costs.
What is Probate?
What is a Probate and Why Do I Need One? You find out you need a probate in Sacramento. But now you’re wondering, “What is a probate? Why is probate needed?” Here are your answers in under 90 seconds: A probate is a court case. That’s it. But the point of the case is...
Death Tax in California
There is one question on your mind right now: “Do I have to pay death taxes?” I am a probate and estate planning attorney in the Sacramento area and serve clients from the Bay Area to Redding. Today, let’s talk about Death Tax. (Too Long; Didn't Read? Book a free...
What is a Trust?
A trust is an agreement to hold property for the benefit of someone. Although this definition of a trust is oversimplified, there are just four main components of a trust: its purpose, property, beneficiaries, and the trustee. This article applies to California trust...
Grandchild Estate Planning in Rocklin
If you are a new grandparent, it is time to review your estate planning documents. Choosing to leave everything to your child is one way of providing for your grandchild indirectly. Another benefit of planning is leaving a small gift that you know will pass on to your...
Last Will and Testament: Modernized
At our Rocklin estate planning law firm we get plenty of calls for a "last will and testament." But when our clients say that they need a "will," they usually mean, "I want an estate plan to protect my assets and family when I die." If you really know you want a will,...
Prop 19 Reassessment Planning – FAQ
Estate Planning in Roseville and Greater Sacramento areas was complicated by Proposition 19 (see our article on Prop 19). To avoid Prop 19 reassessment damage you'll need to act fast, be prepared to pay for immediate help, and work with the right estate planning...
Prop 19 Passed – Should I Update My Estate Planning?
You own a home in Rocklin, Roseville, or Orangevale, have an estate plan, and all of your properties are in your Estate Plan. And things were just fine. Then, Proposition 19 passed, even though it was opposed by all but 1 major California newspaper (16 Major...
Missing Trusts – Do I Need a Probate Lawyer?
Dad has died. You can't find any paperwork and your brother says he is in charge. You need information. Our Rocklin probate and estate planning firm will help you get answers. And if you missed our blog about stolen inheritances, you can find it by clicking this link...
Your Lawyer
Meet Eddie
Edward Burns
Estate Planning Attorney
Eddie was on the path to becoming a prosecutor, winning felony trials, but decided to help clients directly. With a large family and talent for getting to know people, estate planning is the perfect fit.
