INHERITANCE LAW

Inheritance Law Attorney

Helping Clients across Northern California Distribute Wealth

Although you might have an estate plan that accounts for all of your assets and property, your heirs might still dispute their inheritance after you pass away. That is why it is crucial to meet with an attorney to make a clear plan for how your assets will be distributed and managed when you are no longer around. Our experienced legal professionals at the Devereaux Estate Law Office are here to provide you with the legal resources you need to minimize estate expenses and taxes and maximize the value of the inheritance. Whether you need to develop a will or establish trusts for your investments, we can devise a unique, effective inheritance plan that meets your needs.

Things to Consider If You’re Leaving an Inheritance

When you meet with the legal professionals at our firm, we will discuss the following matters in great detail to make sure your beneficiaries inherit everything you leave for them.

What Types of Assets Will Be Inherited?

If you have mostly liquid assets, then you will need a different inheritance plan than the one you would use for property, bonds, securities, and other types of assets. We can evaluate the types of assets you want your beneficiaries to inherit to make sure your plan covers all of your bases.

What Is the Beneficiary’s Financial Situation?

Knowing your beneficiary’s financial situation is a key aspect of planning. If your beneficiary has substantial debt, you need to make a plan that will allow them to pay down debt and set themselves up for success.

Does Your Beneficiary Already Have an Estate Plan?

If your beneficiary doesn’t have an estate plan, we can make the necessary arrangements so they are prepared to accept a substantial inheritance and avoid certain expenses.

Can Your Estate be Sued for an Inheritance?

There are many reasons why an individual may believe they have not received the inheritance they deserve causing them to bring a lawsuit. The most common reasons include:

The deceased didn’t write a will or it is unclear on the distribution of their estate. Without a will, the estate may need to be claimed.
The will does not include them as the beneficiary of the estate or does not leave them with anything.
Children and grandchildren may sue for their inheritance if they were omitted from the will.
If one believes the deceased was mentally incapacitated and forced to write the contents of the will, they can sue.

Each person who had a connection with the deceased has their own inheritance rights. In order to make sure that your assets go where YOU intend and nowhere else, you need to consult with a professional who has extensive knowledge in inheritance law.

At Devereaux Estate Law, PC, we have ample experience in directing our clients' assets where they want them. Contact us today to schedule a free consultation.

Contact Our Legal Team in Sacramento Today

If you need a helping hand with any matters involving inheritance law or estate planning, please don’t hesitate to get in touch with our legal professionals to discuss the details of your situation. We are committed to providing clients in Sacramento and Northern California with superior legal representation, and we are prepared to get to work for you today.

Call us today at 916-584-0404.

Have your beneficiaries in mind? Email contact@devereauxestatelaw.com to discuss how we can help!