Sacramento Best Estate Planning Attorneys 2024

Estate Planning

Sacramento Top 10 Best Estate Planning Attorney Guide is a user generated list and map of the best wills, trusts and estate planning lawyers in the Greater Sacramento Area, including Sacramento, Folsom, Roseville, Elk Grove, EL Dorado Hills, Rancho Cordova, Citrus Heights, Orangevale, West Sacramento, Rancho Murieta, Fair Oaks, Carmichael, Rocklin, Lincoln, Loomis, Granite Bay, Auburn, Placerville, Cameron Park, Davis, Woodland, Sutter Creek, Jackson, Yuba City & Marysville. If you’ve had a positive experience with one of these attorneys, please share your recommendation by giving them a thumb up. Your review is important to us.

Attorney Specialties

Auto AccidentsBankruptcyBusiness LawCriminal LawDivorceDUIEmploymentEstate PlanningForeclosuresImmigrationLabor LawMedical MalpracticeMotorcycle AccidentsPersonal InjuryReal Estate LawSocial Security LawTax LawTruck AccidentsWorkers Compensation

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Estate Planning Law News

Drivers That May Impact Your Estate Planning In 2021 And Beyond


When we talk about estate planning in 2021 and beyond, what are we doing with our wealth and investing if tax rates start going up? How has technology changed the estate planning process? Should you sell a business or change your succession plan in light of potential legal changes coming from D.C.?

Estate planning is a complex area that needs to be reviewed over time. Laws can change, markets move and goals will shift, requiring estate plans to be updated.

Right now, there are multiple legislative proposals that may impact your estate planning at some point – the most notable being the American Families Plan Act, which includes proposals to increase the ordinary income tax rate and capital gains taxes. Additionally, there are estate law-specific proposals that would dramatically impact many existing plans.

Pandemic shines light on estate, retirement planning in Northern Nevada

Northern Nevada Business Weekly

Jason Morris, an estate planning attorney at Woodburn and Wedge law firm in Reno, has noticed a trend throughout the coronavirus pandemic.

“We saw a significant uptick in new clients looking to do estate planning as well as existing clients recognizing the need to update their existing plans,” Morris said.

After all, if 2020 and now 2021 have taught us anything, it’s that mortality is inevitable. And that has put a spotlight on the need for adults, young and old, to get estate plans in order.

A survey conducted by last fall found that 32% of young people ages 18 to 34 said they got a will because of the pandemic. What’s more, 21% of that age group also drew up a will specifically because they or someone they knew had COVID-19. Of Americans who have a will, 26% got one because they were fearful of serious illness or death related to the coronavirus.

Yet, the majority of Americans still do not have a will. The survey found that 62% of Americans don’t have a will and, of those who do, 12% created them in the past 12 months.

“Business has been busy with respect to estate planning,” said Kyle Winter, partner at Allison MacKenzie law firm in Carson City. “Events such as the pandemic are common to trigger people to start
Remarried With Children? 5 Estate Planning Mistakes to Avoid


A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.

You can never guarantee that everyone in the blended family will be happy with the arrangements you have made with a second marriage. But you can at least avoid some mistakes so that your immediate family doesn't get shut out of an inheritance — or worse, that an ex-spouse gets an inheritance that you didn't plan on giving.

Most people mean well: They want their spouse to inherit their possessions when they die, and their heirs to split what's left when the spouse dies. And they want everyone, including their children and their spouse's children, to be happy. No one wants a brawl to break out when the will is read.

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