The Inheritance Puzzle - Sagen, Laurel; Chubb Esq, Heather; Goff Esq, Alexandria; Johnston Esq, Heather; Brown Esq, Jennifer; Nygren Esq, Tonya
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In "The Inheritance Puzzle," a group of legal professionals will piece together the specific actions to take, timelines that impact outcomes, and how one can ensure greater well-being within family relationships as it relates to estate planning. Laurel Sagen's real-life stories can explain how taking the time to plan and protect your loved ones during an emotional time; her stories outline what she has seen happen when no planning (or unwise planning) leads to unwanted outcomes. This book by Laurel Sagen and a select group of attorneys was designed to help people understand the steps that can…mehr

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Produktbeschreibung
In "The Inheritance Puzzle," a group of legal professionals will piece together the specific actions to take, timelines that impact outcomes, and how one can ensure greater well-being within family relationships as it relates to estate planning. Laurel Sagen's real-life stories can explain how taking the time to plan and protect your loved ones during an emotional time; her stories outline what she has seen happen when no planning (or unwise planning) leads to unwanted outcomes. This book by Laurel Sagen and a select group of attorneys was designed to help people understand the steps that can be taken to achieve peace of mind and help preserve one's legacy. With this informational guide, you can find out more about how to leave a legacy that is meaningfully built on sound legal decisions.
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Autorenporträt
Laurel Sagen has over 25 years of extensive real estate expertise, Laurel is dedicated to aiding seniors and their families in navigating life transitions. She purchases, renovates, and sells homes while facilitating solutions for diverse housing needs. Laurel is a sought-after speaker at local real estate investment events and Mastermind Clubs, and she has shared her insights at conferences nationwide and abroad. Author of three acclaimed books, including "Your Next Move," "Hoarding: It's So Much More Than Clutter," and "Private Lending," Laurel holds a degree from Sacramento State University, is a Legacy-trained coach, licensed contractor, and an active member of the Elder Services Network. Based in Sacramento, she resides with her spouse and their beloved lemon beagle, Isabella "Izzy" Lemondrop. >Heather Chubb, an attorney in Sacramento, California, founded The Chubb Law Firm in 1999 to revolutionize estate planning with an emphasis on clarity and accessibility. She prioritizes empowering clients with straightforward legal guidance, believing in the importance of human connection over complex paperwork. Unlike traditional estate planners, Heather focuses on asset protection and enabling clients' present decision-making for a secure future. With expertise in navigating probate and crafting personalized estate plans, she earned her law degree with honors from the University of the Pacific McGeorge School of Law in 1995, following a Bachelor's in Chemical Engineering. Outside of law, Heather enjoys walks along the American River Parkway, crafting handmade cards, wine tasting, and spending time with her family. Alexandria, also known as "Ali" is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come. She is a frequent presenter for organizations located in California, the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is also is a certified performance coach, helping women leaders and business owners with their personal and professional endeavors and goals. Heather Johnston's legal practice focuses on succession planning for business owners and real estate assets, as well as complex trust distributions. She believes in a holistic approach to business planning, estate planning, and multi-generational planning that starts with the big picture and accounts for all the critical, but often overlooked, details. As a dedicated student of life and the law, Heather is passionate about educating her clients, advisors, and her communities. She frequently presents on topics including business and real estate transfers, technology and the practice of law, and wellness topics, including for the American Bar Association, local bar associations, and private organizations. In her free time, Heather enjoys lifting weights, going to the beach, reading business books on leadership and management, watching her daughters play sports, and spending time with her friends and family. Jennifer Brown, a graduate of Sacramento State University, transitioned from managing a retail banking branch to pursue law, driven by her passion for senior-related issues. After working as a paralegal, she earned her Juris Doctorate cum laude from Lincoln Law School in 2015, excelling academically and passing the bar exam on her first attempt. As a member of the California Bar Association, Jennifer focuses her practice on estate planning, trust and probate administration. Recognized as a Super Lawyer and Rising Star since 2021, she actively engages in community outreach, advocating for estate planning's importance. Jennifer serves as Vice Chair on the Placer County Bar Association's Estate Planning Section Board of Directors. Beyond her legal practice, Jennifer enjoys outdoor activities and tending to her vegetable garden. Tonya Nygren, Esq., focuses on estate planning, trust administration, and probate law. With a diverse background in real estate development and business ownership, she brings extensive experience in project management and operations. Tonya's transition to law stemmed from a desire to make a positive impact, fueled by personal experiences navigating familial estate issues. Notably, she has successfully litigated against major financial institutions in cases of wrongful foreclosure and negligence. Tonya is committed to educating the public on estate planning's importance and has served as a law professor at Northwestern University. Her client-centric approach and multifaceted expertise make her a trusted advocate for real estate, foreclosure, and estate planning matters. Outside of work, Tonya enjoys travel, hiking, and quality time with loved ones.