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Northern California Center for Estate Planning and Elder Law

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Sacramento, CA
Northern California Center for Estate Planning and Elder Law

Additional Locations

ROSEVILLE
3017 Douglas Blvd.

Estate planning, estate administration, elder law and long term care planning for Northern California
Follow Us Online http://www.norcalplanners.com/ http://www.norcalplanners.com/blog http://twitter.com/norcalplanners Ste. 300
Roseville, CA 95661
Phone: (916) 437-3500

MODESTO
1231 Eighth Street
Suite 300
Modesto, CA 95354
Phone: (209) 416-0353

Helping our clients to build, preserve and pass on their legacies.

03/27/2026

How Do Estate Planning Techniques Support Long Term Goals: How do estate planning techniques support long term goals for California families seeking asset protection, tax planning, and generational wealth strategies.

The post How Do Estate Planning Techniques Support Long Term Goals appeared first on Northern California Center for Estate Planning and Elder Law.

Here are some of the top estate planning techniques you can use when creating your estate plan. If you need help in choosing the right tool, call us at (916) 437-3500.

12/23/2025

The Seedier Side of the Holiday Season: Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites to make the call seem realistic. It’s important to recognize the signs of potential scams and understand how to guard against them.

The post The Seedier Side of the Holiday Season appeared first on Northern California Center for Estate Planning and Elder Law.

Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites...

12/21/2025

New Year’s Estate Planning Tasks: New Year’s estate planning tasks will help you and your family as you make changes in your lives. According to CBS News, around half of Americans make resolutions, yet many people don’t follow through. Only around 25% of people who created a New Year’s resolution were still working on it after a month. Only ten […]

The post New Year’s Estate Planning Tasks appeared first on Northern California Center for Estate Planning and Elder Law.

New Year's estate planning tasks to keep you and your family on track for the coming year. Contact us today for help!

12/19/2025

Why Making an Estate Plan for Your Pets is Essential: When you have pets, you already know that those pets become a part of the family. That’s why it is so important to include your animals and to make an estate plan for your pets that ensures they are protected if you become incapacitated or pass away. The sad reality is that the ASPCA reports […]

The post Why Making an Estate Plan for Your Pets is Essential appeared first on Northern California Center for Estate Planning and Elder Law.

You should make an estate plan for your pets to ensure they are provided for if something happens to you.

12/15/2025

Doing These Tasks Can Help Cement Your Legacy: If you want to ensure that you are leaving behind a strong legacy for your loved ones, there are a few key estate planning tasks that you will need to take care of. Unfortunately, far too many people neglect to put the right plans in place, which means that they risk losing the chance to […]

The post Doing These Tasks Can Help Cement Your Legacy appeared first on Northern California Center for Estate Planning and Elder Law.

Creating a legacy plan goes beyond simple estate planning. Take care of these key tasks to ensure you are securing your legacy.

12/13/2025

Benefits of a Revocable Living Trust You Need to Know: One of the most important things you might do in your lifetime is prepare for what happens after you’re no longer alive. But many Americans do not have a solid estate plan in place. Trust & Will says that 55% of Americans have no estate plan at all. Meanwhile, 31% have a will, and 11% […]

The post Benefits of a Revocable Living Trust You Need to Know appeared first on Northern California Center for Estate Planning and Elder Law.

A revocable living trust could be a valuable estate planning tool for you. Read on to learn more about the benefits.

12/10/2025

How Specific Devises Impact Inheritance: Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results.

The post How Specific Devises Impact Inheritance appeared first on Northern California Center for Estate Planning and Elder Law.

Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results.

12/08/2025

Hulk Hogan and Disclaimers…?: When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his Clearwater, Florida home, I wondered if I’d have another celebrity estate gone awry to discuss. I found something different but equally important for Estate Planning practitioners: disclaimers.

The post Hulk Hogan and Disclaimers…? appeared first on Northern California Center for Estate Planning and Elder Law.

When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his Clearwater, Florida home, I wondered if I’d have another celebrity estate gone awry to discuss. I found something different but equally important for Estate Planning practitioners: disclaimers.

12/06/2025

“Let’s Go Crazy” … Over Prince’s Estate: When Prince died over nine (9) years ago, he shocked his fans one last time. Turns out, his unexpected death wasn’t the last surprise. Prince died without an Estate Plan causing his siblings to spend the next six years fighting over his Estate.

The post “Let’s Go Crazy” … Over Prince’s Estate appeared first on Northern California Center for Estate Planning and Elder Law.

When Prince died over nine (9) years ago, he shocked his fans one last time. Turns out, his unexpected death wasn’t the last surprise. Prince died without an Estate Plan causing his siblings to spend the next six years fighting over his Estate.

12/04/2025

What Football and Estate Planning Have in Common: I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities.

The post What Football and Estate Planning Have in Common appeared first on Northern California Center for Estate Planning and Elder Law.

I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities.

12/02/2025

Preparing for FinCEN Real Estate Reporting: Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities due to their exemption, another FinCEN requirement is moving full steam ahead, and estate planning attorneys should not overlook it. Starting December 1, 2025, professionals involved in real estate closings and settlements will be required to submit reports to FinCEN for certain non-financed transfers of residential property to legal entities or trusts.

The post Preparing for FinCEN Real Estate Reporting appeared first on Northern California Center for Estate Planning and Elder Law.

Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities due to their exemption, another FinCEN requirement is moving full steam ahead, and estate planning attorneys should not overlook it. Starting December 1, 2025, professionals invo...

Address

2277 Fair Oaks Boulevard, Ste 320
Sacramento, CA
95825

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 12pm

Website

http://www.norcalplanners.com/

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