thanksgiving estate planning lawyer

Holiday Annual Estate Plan Review – How to Do It, and Why It is Important

The holiday season “officially” arrives this week, with the Thanksgiving holiday. Family and friends will gather, often honoring years-long traditions – the meal, the desserts, the parades, and the football game, all kicking off the seasonal holidays. One tradition that may not be on many families’ lists but should be is an annual review of their estate plan with their estate planning lawyer.

Why Review Your Estate Plan?

A lot can happen in a year. Divorce. New children or grandchildren. A death in the family. Changes in your investments. Any one of these situations could constitute a change to your estate plan. Unfortunately, if you are not taking the time to go back and review your plan on a regular basis, you may very well forget to update it. This can create all sorts of issues, including a need for probate, overlooked heirs, and even the distribution of assets to an ex-spouse and/or their extended family. So make an estate plan review a part of your end-of-the-year financial review process.

What to Look for in Your Estate Plan Review

First and foremost, your annual review should begin with a valid will. If you do not yet have one, then it is important that you speak with an experienced estate planning lawyer for assistance. Secondly, consider whether you are still comfortable with your current heirs or trustees. You should also review the current guardian(s) for any minor children. Is this person still living? Are they still interested? Are they still a viable choice? Or has someone else emerged as the better option? Lastly, talk to your estate planning lawyer about any major changes to tax and estate laws over the past year to ensure you are taking full advantage of tax exemptions, deductions, and other important estate planning strategies.

Even Unmarried Couples Should Have an Estate Plan

Many long-term couples choose to live together without actually getting married. It is just as important for these couples to have an estate plan in place. If a couple has lived together for years without legally getting married. If the couple did not have an estate plan in place, they are putting each other in serious financial jeopardy should one of them pass away. Without a will or other legal tools in place, should one partner die, their adult children could claim rights to that partner’s estate, including the couple’s home and other assets.

It’s not just property and assets that could be affected. There are other issues that could affect one partner’s rights over the other’s estate, such as a healthcare power of attorney. Without one in place, unmarried partners have no authority to determine medical care decisions for each other.

Contact Our Sacramento Estate Planning Law Firm

If you need help creating or reviewing an estate plan for your family, contact Yee Law Group, PC today to meet with a Sacramento estate planning lawyer and find out the best options for protecting the interest of your heirs with thoughtful and creative estate planning strategies.

Types Of Trusts In Estate Planning

Estate Planning Attorney

67% of all Americans have no estate planning in place. While living through a global pandemic has certainly increased awareness of the importance of estate planning, many still don’t have any formal estate plans. 

Some people just don’t make the time to do this type of planning. Some may feel they  don’t have enough assets to bother with it. Many find the idea of facing their mortality a challenge. 

Yet, most people agree that having a plan and sparing your loved ones hassles when  you’re gone should be a priority. With many types of trusts available, estate planning doesn’t need to be only for the super-rich or elderly. 

There’s likely a host of reasons why most people don’t have an estate plan; the first  step in being proactive and getting your estate plan in place is understanding the  different types of trusts.

A knoweledgeable estate planning attorney from the De Bruin Law Firm explains below different types of trusts available to people who are planning their estates. Read on to learn more about estate planning and the types of trusts that might work  for you. 

What a Trust Is
A trust is a type of legal document that works to organize and hold your legal  documents, property, and assets. A trust is a relationship between the trustor, the  person creating the trust, and the trustee, the person caring for the trust on behalf of  the trust’s beneficiary. 

Many people assume a trust and a will are the same. When you consider trust vs. will,  they are quite different. A will names where you wish your assets to go upon your  death. 

A trust holds your assets upon your death. It works as an organization plan, so when  you die, your assets are protected, and there’s a person ready to handle them on your  behalf. 

Benefits of a Trust
There are a host of reasons why someone might choose to create a trust as part of  their estate planning. These might include: 

  • Avoid probate and pass assets to heirs through the trust 
  • An organized plan for managing your assets before and after your death • Designate assets for minors or special needs dependents 
  • Designate funds for the care of minor children and their future • Reduce estate taxes 

For many, the biggest goal of a trust is to plan for the future and to establish a plan to  ensure their loved ones will be protected in the future. 

Categories of Trusts
While there are many different types of trusts, they generally fall under one of several  categories. 

A living trust or an inter vivos trust is active during the lifetime of the person who  creates the trust. This person is often referred to as the grantor. 

A grantor can also set up a testamentary trust. In this type of trust, the trust doesn’t  actually exist until the grantor dies. Its formation goes into effect when the grantor  dies. 

A grantor can create various types of trusts as revocable trusts. This means they  remain in control of the trust and can make changes or revoke information in the trust  while they remain alive. 

An irrevocable trust is one that the grantor or their trustee cannot change once the  trust is legally put into place. 

You might choose one of these options over the other for several reasons. It’s smart to  work with an estate planning lawyer who can guide you through the options that will  work best for your needs and wishes. 

Types of Trusts
Again, you could create many different types of trusts depending on your needs. Let’s take a closer look at some of the trust options you might opt to use. 

Revocable Trust
A revocable trust, often called a living trust, is one of the most common options for a  trust in estate planning.

The grantor creates the revocable trust, who often acts as the trust’s initial trustee. The  benefit of the revocable trust is that the grantor can make changes to the trust at any  time. 

While the grantor can remain in control of the trust while alive, the trustee can step in  if they are unable to care for the trust. 

This type of trust helps avoid probate and allows for assets to be distributed right away following the grantor’s death if that abides by their wishes. 

Irrevocable Trust
Unlike a revocable one, an irrevocable trust can’t be changed or adjusted once created.  An irrevocable trust can go into effect while the grantor is alive or upon their death. 

If the irrevocable trust is put into place, it can’t be controlled or managed by the  grantor. Instead, a trustee is designated to handle the responsibilities of the trust. 

Marital A Trust
Marital A trusts are often used by married couples. When one spouse dies, the assets,  property, and potential income from the trust are then passed onto the other spouse. 

This type of trust is often desirable between a married couple because it allows the  surviving spouse to generally avoid paying taxes on assets inside the trust. 

When the surviving spouse dies, the assets would be taxable to whoever inherits at  that point. 

Bypass B Trust
Another option for many married couples is the Bypass B trust, sometimes called a  credit shelter trust. Like the Marital A trust, when one spouse dies, the other spouse  inherits the assets in the trust. 

The difference is that the surviving spouse doesn’t control the assets directly. This is  an irrevocable trust, and a trustee manages the assets in the trust on behalf of the  surviving spouse.

Many like this option because it helps to avoid hefty tax burdens for those heirs that  inherit down the road since the assets remain under the control of the trust. 

Irrevocable Life Insurance Trust
An irrevocable life insurance trust is an irrevocable trust involving a life insurance  benefit. A grantor might create an irrevocable trust and name the trust as the beneficiary of a life insurance policy. 

This type of arrangement is sometimes used so the trustee can use funds from a life  insurance benefit to pay estate taxes following the grantor’s death. This plan often works well when there’s a family business and the grantor wants to protect the  company and its assets from taxes. 

AB Trust
An AB trust is one type of separate marital trust. In this type of trust, when one spouse dies, the trust basically divides. 

Half of the trust goes to the surviving spouse. They can use the assets as they see fit. The other half of the trust, or the B trust, is set aside for other heirs. 

QTIP Trust
A QTIP trust or a Qualified Terminable Interest Property trust is a type of trust that’s commonly used when spouses have children from previous marriages or  relationships. 

Like an AB trust, the surviving spouse inherits part of the trust, or the A part of the  trust. But in this type, the spouse can only access interest from the B part of the trust  while they’re still alive. They don’t have access to the principal part of the trust, which  is set aside for other heirs. 

Special Needs Trust
If you’re a person who’s responsible for caring for a special needs person like a child,  parent, or sibling, this type of trust is useful. 

It allows you to set aside funds to help care for the special needs person. They can use  the money for medical needs or day-to-day care, yet it won’t impact their ability to  continue to get government aid for their disability.

The funds are inside the trust, so they don’t impact eligibility for government aid or  support. 

Generation Skipping Trust
Some people, when planning their estate opt to pass their assets onto grandchildren, skipping over their children as heirs. 

This is a strategic tax move since it allows the children to avoid paying any taxes on  the assets in the estate. The children don’t inherit assets from the estate, yet they can  use income generated from assets inside the estate. 

Spendthrift Trust
You don’t spend your life saving and planning for the future only to have an heir blow  it all unwisely. If you have an heir that you’re worried won’t use an inheritance wisely, you can opt for a spendthrift trust. 

This type of trust allows you to designate when and how the assets in the trust are  distributed, so you can help to control the untethered use of the assets. 

Charitable Trust
You may have specific charities that you’ve opted to support throughout your life.  You may wish to have some of your assets go to these same charitable organizations  upon death. 

There are two types of charitable trusts: a charitable lead trust and a charitable  remainder trust. 

A charitable lead trust has you designate a particular portion of your assets to a  charity; the remaining amount goes to your heirs. 

A charitable remainder trust allows you or your heirs to receive income from assets in  the trust for a certain period. Then when that period expires, the charitable  organization gets the remaining amount from the trust. 

Trusts for Every Kind of Estate Plan
There are many types of trusts for estate planning, so you can be assured your assets  are handled the way you wish. It’s also smart to use estate planning to help heirs avoid  an unnecessary tax burden.

As you consider estate planning tips, it’s also wise to work with an experienced estate  planning attorney. Laws change frequently, and you want to protect your assets in the  best way possible. 

If you’re ready to start estate planning, an estate planning attorney can help. Contact an estate plannning attorney today so that they can get to work on the best estate plan for your needs. 

estate planning halloween

Is Your Estate Plan a Trick or a Treat for Your Family?

Halloween is just around the corner and neighborhood streets will be filled with children of all ages, dressed up in their costumes, eagerly collecting as many “treats” as they can. Although one may not normally associate estate planning with Halloween, it is actually one of the best times of the year to think about your estate plan. The holiday itself is associated with the pagan ritual festival of Samhain (pronounced “SAH-win”), celebrated by the ancient Celts and still celebrated by many around the world today.

The Celts believed that during this time, the veil between this world and the spirit world was at its thinnest, allowing for more interaction and communication between the two worlds. In order to ward off any evil spirts and fae, the Celts would leave them offerings of food and drink at night – hence the “treats” we hand out to children in their “scary” costumes.

Today, many who celebrate Samhain use this time to honor their ancestors and loved ones who have passed. So, you see, Halloween and estate planning really do go together!

What Happens if You Die Without a Will?

Preparing an estate plan may not seem important, especially if you are young. However, having a plan in place in the unfortunate event of your untimely passing may make life for the family you leave behind much more manageable.

Each state has different laws on how the affairs of a person who dies without a will are handled, however, there are some basic commonalities in all of these laws. When it comes to leaving your family without an estate plan, your property and assets may wind up going to parties you would never have agreed to when you were alive.

Intestacy Laws

When someone dies without a will, it is referred to as having died intestate. The first step that must be done in these situations is to name someone who will deal with the decedent’s estate. This person is referred to as the executor. If the person had a will, they would choose their own executor and that information would be named in the will.

There are typically lists of accepted individuals who can take the helm of an intestate individual. It could be the decedent’s spouse, adult children, trusted family member or friend, attorney, or someone else the probate court deems appropriate.

Spousal Succession

If the decedent was married, the surviving spouse is considered next of kin and would inherit the bulk of the estate. The marriage must be legal under the laws of the state. Domestic partnerships or common-law spouses are not always recognized. If the decedent had children, they would also get a share of the estate. In the case of minor children, the court may order their inheritance be placed in trust until they reach adulthood.

In the case of blended families, the surviving spouse may get less money if the decedent had biological children with someone else. Stepchildren are also usually not recognized as heirs and will not get a portion of the estate.

Other Blood Relatives

In cases where the decedent was unmarried and had no children, the court may leave the estate in the hands of parents and siblings. If there are no qualifying individuals, the court will look at other blood relatives, including aunts, uncles, nieces, and nephews. Sometimes an estate passes way down the list to cousins if there are no other closely related relatives.

Call Our Firm Today

Don’t leave your family with a bag full of tricks by not having a solid estate plan in place. Make sure their future is protected. Call Yee Law Group today to meet with one of our dedicated Sacramento estate planning lawyers.

3 Reasons To Hire A Family Lawyer

3 Reasons To Hire A Family Lawyer

Family Lawyer

If you or a loved one need counsel or representation regarding a family law issue, reach out to a family lawyer Alameda County, CA  clients trust to meet their specific family needs. Although there are many reasons why you should hire a family lawyer, the following are a few of the main reasons.

For your need of need a trustworthy professional advocate.

If you need someone to advocate on your behalf and look out for your best interests, you should hire a family lawyer. Some clients feel bullied by their spouses and desire a strong protector to shield them from the negative and sometimes harsh tension that occurs during a divorce. Unfortunately, divorce can bring out the worst in people as they feel threatened and lash out. Do not put yourself in that vulnerable position, but hire a family lawyer to help protect you, and your interests throughout the divorce process. A trusted lawyer will speak on behalf of their client, and will not be afraid to aggressively protect their client’s rights and possessions. An attorney will also act as a mediator between a spouse or a family member allowing the client to feel supported. The client should never have to feel belittled by a spouse or bullied into giving up what is rightfully theirs. 

For their complete understanding of family law court processes.

If you are worried about the trial, and what happens in court, let a family lawyer provide peace of mind. Many clients do not understand how the court process works, what they need to prepare, and how to answer questions a judge will ask. Thankfully, you do not have to go through this alone, but with the help of a family lawyer, you will feel more equipped and empowered in court. The team at Kempen & Company is ready and able to ask compelling questions, and prepare you physically, emotionally, and mentally for an upcoming trial. An experienced family lawyer will provide their client peace of mind by allowing their clients to rely on them, and carefully walking them through what to expect. There should be no ambiguity for a client going into a trial. Family tensions are difficult enough without the weight of an unknown court experience.

To improve your chances of achieving the desired outcome.

If you are unsure of what documents are needed for a successful trial, it would be in your best interest to hire a family lawyer. By researching, finding evidence, and preparing the proper documents needed for the trial, a family lawyer can ensure that their clients have all they need for a successful time in court. Although an attorney cannot guarantee a specific outcome for their client, they will work tirelessly to help support their client’s case. Family lawyers understand that their clients have busy lives, jobs, and family obligations. Clients should not be expected to solely focus on their trial, or gather all the documents and evidence needed to support their case in court. A skilled attorney has the legal experience and time needed to properly prepare his or her client for their court hearing. If you are in need of protection, peace, or proper documentation regarding your upcoming case, reach out to a family lawyer today. 

Tips For An Easy Start To Estate Planning

Estate planning is the process of choosing who will receive what portion of your assets in the event of your incapacitation or after you pass away. Developing an estate plan is often done with assistance from a legal team, to ensure that the document is legally binding and that beneficiaries and heirs receive assets in such a way that there is minimal interference or delay. If you are in need of some tips to help you get started on an estate plan, consider these easy tips below.

Start By Inventorying Your Stuff

You may think that you do not have enough assets or money to justify writing an estate plan. As you begin to look around your house and outside of it, you may be shocked to see all of the tangible or intangible assets that you have. Examples of tangible assets that may be within an estate include vehicles, homes, land, vacation properties, boats, motorcycles, collectibles, antiques, jewelry, furniture, personal possessions, and more. 

Intangible assets can be things like savings and checking accounts, certificates of deposit, mutual funds, stocks, bonds, retirement plans, life insurance policies, business ownership, and health savings accounts. After you have inventory of your assets, you’ll have to estimate what their value is worth. Some assets are going to be worth more than others, and some are going to be purely sentimental. 

Consider Needs Of Family

After you have a better sense of what is within your estate, you’ll need to think about how you’re going to protect these assets and ensure that your family, friends, and/or charity organizations receive them once you are gone. You may need to ask yourself how much life insurance you need, and what factors such as being married or current lifestyle habits require two incomes. If you have a child with college tuition bills or special needs then it may be even more important to have a life insurance policy. Your lawyer, such as an estate planning lawyer Knoxville, TN families trust from Carpenter & Lewis PLLC, can discuss your insurance needs on an individual basis. 

Talk With Beneficiaries
While having a conversation with your beneficiaries about your estate plan may not be easy per se, as it entails talking about a time when you were no longer here with them, it may be necessary. Some people choose to talk about what is in their estate plan with beneficiaries because then they have people who know what to expect later in life and can help ensure that their wishes are carried out properly. Chances are, as the team from Carpenter & Lewis PLLC can attest, your beneficiaries have your best interest at heart, and want to know how they can help make sure that your legacy is carried on to future generations in the way that you wish. If you do not communicate with anyone about your estate plan, or the fact that it exists at all, then you may risk it not being found and abided by after your death.

California’s Probate System May Change Soon

California’s Probate System May Change Soon

Probate May Be Overhauled in California Soon

The month of September may see a change in the probate system in California. Many people in the past few years have begun to start to contemplate how probate and probate conservatorships work. After many questionable examples of conduct in both conservatorships and in probate have occurred so have the calls for change. Assembly Bill 1663 is the bill that has now passed through both California State Houses and the Legislature as of September 1st, 2022. Governor Newsom is expected to make his decision about the bill prior to the end of September according to the East Bay Times. This bill is supposed to help make it tougher to have conservatorships approved. Some people have gone through some difficult times under conservatorships where their rights have been violated. The bill seeks to make it harder for conservatorship approval and is seeking to make it easier to cancel one. 

Issues With Probate

The probate process within itself can be something that a family could spend years fighting through. For example, when someone passes away without a will, their estate may go through probate for years where assets are proven and verified. Those assets must then be passed on to rightful heirs. When someone passes away with a will the probate process is generally quicker. The court will verify the will and ensure that someone is trusted to pass on assets to heirs.   

What is a Conservatorship?

A conservatorship is appointed by a judge. The judge appoints a professional, a family member, or someone trustworthy to the person to make decisions on that person’s behalf. These decisions may involve financial matters, health issues, and more. While some conservatorships are needed for certain individuals who no longer can make decisions on their own others may differ. As people age and life becomes more difficult for them they need people in their lives to sometimes act on their behalf and make coherent decisions. A trustworthy family member or very close friend may be called upon to make these decisions for someone. Assembly Bill 1663 wouldn’t see that help taken away but would seek to put stricter rulings in place to ensure those in need are getting help from someone who truly cares.

How a Lawyer Can Help

Whether it be issues like conservatorships, estate planning, livings wills, trusts, or other things related to probate a lawyer can help. Lawyers who work in the realm of probate and estate planning can make things much easier for individuals who are struggling to make decisions on their own. A probate lawyer Folsom, CA resident’s trust can go a long way to ensuring that everything related to probate and estate planning is taken care of. If you or someone you know is in need of help with probate then reach out to

Yee Law Group, P.C. today for assistance with these matters. Our law firm has helped many people navigate these complex circumstances and issues.

Issues That May Arise In A Divorce

Divorce

Divorce is a difficult thing to tackle. Even if one of the spouses is extra motivated and excited to get divorced it can still be a difficult time and thing to get through. There are many issues that may arise throughout the divorce process. These issues will vary in complexity with some issues being easier to solve than others. Some divorces end amicably and others end after a long battle in court. Assistance is available for divorces from professionals and lawyers who work in this realm. Having a professional or a lawyer who works with divorce cases may be able to make divorce easier and end on better terms.

Child Custody

Children can be a difficult issue to deal with in a divorce. Both parents often want custody of the children but granting them custody depends on certain factors. A court will seek to determine who the children should be living with and who should care for them on a daily basis. They look at many factors like the financial status of each parent, the desires of the child for who they wish to live with, the ability of the parent to meet the children’s needs and care for them, and also how loving the relationship is between the parent and child. Legal battles can arise over child custody and in some cases, child custody can be a lengthy and difficult process. 

Property and Finance Division

In many marriages, property is obtained throughout its course which could be in the form of real estate, bank accounts, businesses, insurance policies, and other assets. In some divorce cases, these things are split evenly between both spouses. In other divorce cases, it depends upon a variety of different details and circumstances. For example, if property was acquired prior to the marriage then this property may be exempt in the divorce for being split depending on certain factors, like whose name is on the title. This may also be the case if property was bought during the marriage that was only owned by one of the spouses.

Child Support 

Child support is determined based on the financial state of each parent. The parent that makes more money in some cases has to pay more to meet the child’s needs in child support. The court will determine the terms for how much should be paid and for how long. There are other factors that may be involved with how much and for how long child support is needed and from which parent. To learn more about these details it may be a good idea to reach out to a lawyer. 

Get Help From a Professional

Legal assistance is available from a law firm that works with divorce cases like Robinson & Hadeed. Firms like this one have a lot of experience in helping people get through a divorce on acceptable or even generous terms. Reach out to a divorce lawyer Tacoma, WA trusts for assistance with divorce or to have any additional questions answered. 

 

summer hammock estate plan

Taking a Summer Vacation? Now Is a Great Time to Check Up on Your Estate Plan!

Summer vacations may not seem like the time of the year to make sure you have a solid estate plan in place, but it actually can be one of the best times to do it, especially if you are doing any extended traveling. While we never want to think that the day may come that we will no longer be here to take care of our family, it is so important that when that day comes, we have taken the appropriate steps to make sure they still will be when we are gone.

And there is also one more important reason to make sure you have an estate plan in place. If you die without one, then the intestacy laws of California will determine how your estate is distributed and those distributions may not be how you would have wanted it. If you die without a will, this is legally referred to as dying intestate. California’s interstate law are very specific in how a decedent’s assets will be distributed. This is referred to as intestate distribution.

Who Inherits What?

Under California law, if you are married but do not have a will when you die, what your spouse inherits depends on the ownership of your property – whether the property was community (acquired while you were married) or separate (acquired before you were married).

Your spouse will inherit the community property. If you had separate property, your spouse may inherit a portion or all of it. The problem is that without a will, any other relative you have – living children, parents, siblings, nieces, and nephews – may all be entitled to a share of your separate property. Even if you intended that your spouse inherit that vacation home you purchased before you were married, without a will, your long-lost nephew could actually be entitled to half.

Other Issues to Consider

It’s not just failing to have a will that can cause issues. There are other important documents that everyone should have in place to make sure their wishes are met. If you have minor children, you should make sure your estate plan includes naming a legal guardian for them.

You may also want to discuss setting up trusts in order to help avoid the probate process and minimize any estate tax obligations. It is also important to have a power of attorney set up that names someone to handle your finances should something happen to you and you are no longer physically able to do so. At the same time, you can have your attorney draft a healthcare proxy that names a trusted individual to act as a proxy to make medical decisions for you should you be unable to do so.

Call Our Office Today

If you would like to learn more about the estate planning tools that are available and may be beneficial for your family, contact Yee Law Group to schedule a free consultation with one of our dedicated Sacramento, CA estate planning attorneys.

Williams v. National Western Life Insurance Company

In Williams v. National Western Life Insurance Company, the California Supreme Court found that an insurance agent was guilty of financial negligence and elder abuse. As a good, trustworthy probate lawyer in Roseville, CA will tell you, this sort of case is not too uncommon; in general, there seem to be a rising number of scams and elder abuse. If you are in the process of setting up a living trust — or really creating any sort of estate planning — make sure you do so with an attorney by your side to help avoid issues such as this one.

The Case

In Williams v. National Western Life Insurance Company, the plaintiff sought to revise a living trust; a living trust, if you are not familiar, is a document used to bypass probate court after someone dies. An appointed trustee is in charge of all legal assets that go into the trust. In this case, the plaintiff met with an insurance agent who sold them a $100,000 annuity from National Western Life Insurance Company. This annuity came with a 30-day trial period essentially, and the plaintiff ended up returning it within that window.

With help from the insurance agent, the plaintiff received a new annuity, but the plaintiff canceled that as well — well within the 30-day period. However, the insurance company charged the plaintiff close to $15,000 for surrendering the annuity because the company said it was not returned within the free trial window. This case was reviewed several times at different levels of the judicial system. In the end, the California Supreme Court found that the insurance agent was liable for negligence and elder abuse because in the insurance questionnaire, the agent stated the plaintiff’s income was greater than he was told, and increased the plaintiff’s net worth to a higher, untrue value.

Tips for Estate Planning

Estate planning is an important process that everyone should go through, regardless of age or wealth. A living trust can be a great way to ensure your assets are distributed the way you want, and to avoid probate. Probate can be a long and expensive process, so it’s best to consult with a probate lawyer before getting started. If at any time you would like to revise a trust, make sure to speak with your attorney before doing so. A probate lawyer will be able to advise you on the best course of action and recommend companies they trust to work with so you can feel secure in your decisions.

After you’ve begun your estate planning, you might be concerned about things that happen after your death, particularly if your beneficiary is a minor or someone who is unable to manage their money. To avoid probate while ensuring your loved ones are able to access money as needed, consider setting up a trust for any minors or individuals with special needs in your life. This can help make sure their funds are accessible to them when they need it and avoid problems associated with probate, such as fraud and mismanagement by those responsible for managing your affairs post-death. Again, working with an experienced probate lawyer is essential to making sure everything goes smoothly for you and for those you leave behind.

At Yee Law Group, P.C., our probate lawyers are ready to help guide you through the estate planning process so that you can avoid potential scams and create a plan you feel comfortable with; contact us today!

Having The Talk: How To Talk To Loved Ones About A Cancer Diagnosis

It’s the word that weighs down any sentence it’s mentioned in. It’s the discussion that no one is ever prepared for. It’s cancer, and if you have recently been diagnosed, you may feel remiss as to how to have this discussion with loved ones. Although there are no ‘tried and true’ ways to talk about a cancer diagnosis, the following are a few strategies in which you can approach the discussion according to our friends at Expicare Nursing.

Take Your Time

This process is based solely on how you are feeling. Take your time to process your own emotions, and approach the subject only when you feel ready.

Use Support Resources

If you feel as though you cannot manage this conversation by yourself, you can always reach out for support. There are support groups and mental health counselors that can be there to help facilitate the conversation. This resource can bolster you through the process and provide support for both you and your loved ones.

Convey the Facts

When you don’t know where to start, sometimes it’s best to start with the simple truth. Let them know that you have cancer. Explain the type that you have and let them know the treatment regimen. Explain why you are using that treatment and how it will help the situation.

Manage Expectations

If your diagnosis means that you will be operating in a different capacity than before, you should let your loved ones know. This could be a difference in mobility, work capability, or any other lifestyle change.

Empower Emotions

If you are so called, you can talk about how you are feeling. A diagnosis is a heavy burden and sharing with others can aid in the process of healing. When we discuss our emotions, we allow others to provide their support, perspective, and strategies to help.

Say What You Need

One of the best things you can do during this cancer conversation is tell the people in your life what you need. Diagnoses are life-interrupting events. They create gaps in the spaces that allow for a day to day life to function. Talk with your loved one’s about these gaps and see how they can help. Do you need someone to sit with you during treatments? Do you need someone to walk the dog or get groceries? Would you like someone to help hire a home health aide? Contact a home health aide for help today.