Tuesday, April 5, 2016

The Law Office Has Moved Location!

You’re invited to visit us at our beautiful, new office at 3500 Douglas Blvd. Suite 250, Roseville, CA 95661.  

Our new office is just about a mile from the previous site. It’s easy to find, and there’s plenty of parking. We know you’ll love our new space as much as we do!

Our phone number is the same: (916) 786-7515.  If you have been contemplating updating or creating an estate plan, need help with trust administration or probate, give us a call.  Our longtime staff is always happy to assist you with your estate planning needs.
With more than 50 years of combined legal expertise, attorneys Lynn Dean and Tracy Poston Shows specializes in Estate Planning and Administration, Probate and Elder Law in the Sacramento region. Visit our website for more information!

Wednesday, January 27, 2016

Free Dementia Workshops - Lynn A. Dean Featured Speaker March 24, 2016

Lynn A. Dean
Estate Planning Attorney
Now through May, on the 4th Thursday of each month, various sponsors will be hosting "Dementia Workshops" at the Oakwood Village Assisted Living, 3388 Bell Road, Auburn, CA 95603.

Each month a professional in the dementia field is a featured speaker.  Lynn Dean will be presenting on March 24.  Her topic is Legal and Financial Planning.  In this workshop, Lynn Dean will provide you with current information on: Powers of Attorney for Healthcare and Finance, Conservatorships, Wills and Trusts, Estate Planning and Medi-Cal.

All events are held from 6:00 - 7:30 P.M. For more information, and to reserve your seat, please call: (916) 965-5565

A summary of the workshop topics are:


The link to the flyer is here: Dementia Workshop.

These monthly workshops are designed to provide education and encouragement for caregivers and individuals who would like to learn more about memory loss and dementia-related conditions. Join us for an opportunity to become more knowledgeable and better able to advocate for yourself and others. Each workshop is unique and offers valuable building blocks and helpful tool - skills that will ease some of the burden on a difficult journey.

Thursday, January 21, 2016

Don't Be Tricked Into Spending Unnecessary Money on a Deed Solicitation

If you recently had a deed recorded, (trust transfer quitclaim deed, inter-spousal transfer deed, or any other kind) please take note.  Even if you re-financed or purchased property, you may be solicited by a company called RECORD TRANSFER SERVICES. 

There are many other names of similar deed service companies, but this one was recently provided to us by our client.  We’ve attached a copy of the letter for you to see, click here. 

In this example, the company, RECORD TRANSFER SERVICES, is from Westlake Village, CA.  Their office locations changes, but they are not new to this tricky kind of solicitation.  There is a long history of complaints with the Better Business Bureau.

At first glance the letter looks legitimate.  In bold letters it’s titled RECORDED DEED NOTICE and there are factual items noted on it that do pertain to your property such as parcel number, recording date and county of recording. This information is public record and the scam is to lure you into paying over $80.00 for a copy of your current deed.  The example letter (in the link above) even comes with a compliance date in big bold letters and a special box outlining reasons why you need to pay them. 

The fact is you don’t need a copy of your deed. Your actual deed will be mailed to you at no charge. And if you need another copy, you can order one through your county clerk recorder’s office for a few dollars!   In some counties you can also order deed copies online.

Sunday, December 20, 2015

Holiday Greetings - A message from The Law Office of Lynn A. Dean

Dear Friends and Clients:

As the year draws to a close, it's a perfect opportunity to thank you for entrusting The Law Office of Lynn A. Dean with your estate planning needs.

Many of you have already met estate planning attorney Tracy L. P. Shows, who joined my practice this fall. If you've had the opportunity to work with Tracy, you know why I'm delighted to welcome her as a new associate. It's wonderful to have someone who can provide the warm and caring service that our clients expect. Tracy is very dedicated and competent, and does a very thorough job with every client.  If you want to read more about Tracy's background, please see our website.website

I may be reducing my hours next year in order to take care of my aging parents who have recently moved to the area. I will also be taking a special month-long vacation in February to New Zealand & Australia. That said, here's what will remain constant: Providing the same level of compassion and expertise you've come to know from my firm and capable staff!

Thanking you once more for trusting your family's important needs with us!

Lynn A. Dean and staff

Monday, March 2, 2015

FREE Lunch & Learn Seminar on Estate Planning & Charitable Giving

Lynn A. Dean is one of three professionals presenting Thursday, April 16, 2015 during a lunch & learn seminar hosted by Captains David & Erin Kauffman of the Salvation Army, 2550 Alhambra Boulevard, Sacramento, CA.
  1. Lynn A. Dean, Estate Planning Attorney, The Law Office of Lynn A. Dean
  2. Scott Hanson, Financial Advisor, Hanson/McClain 
  3. Mitch McConkey, Gift Planner, The Salvation Army 
Topics: Estate Planning in Plain English - Benefits of a Living Trust - Helping children avoid "sudden-wealth syndrome" - Choosing the right options for your IRA and 401K - Using charitable gift planning to maximize your income and minimize your income taxes.

INVITE FAMILY & FRIENDS! SEATING IS LIMITED. RESERVATIONS ARE NECESSARY. call 888-214-8229 or e-mail: plan2give@usw.salvationarmy.org

Monday, February 23, 2015

Living Toolkit for Organizing Financial, Medical & Personal Affairs

Lynn A. Dean
Estate Planning Attorney
Tax preparation tends to prompt our thinking about getting better organized. Whether it’s gathering receipts, shredding old files, or donating unused clothing, we have intentions to review our current affairs.  Often overlooked, but equally important, is the personal checklist about our financial, medical and personal affairs. We don’t anticipate an emergency, but the reality is life events happen. If something were to happen will your family, neighbor or close friend be scrambling for key information to help you? Here are a few questions to jump start your personal checklist into writing:

  • Who are your close friends and relatives? (Names & phone numbers)
  • What medications do you take and is there a list allergies, doctor names, phone numbers, Insurance ID? Do you have an Advanced Health Care Directive that appoints someone to discuss your care and where is it located? Have the appointees been informed so that they know what to do? 
  • Are your estate documents (such as wills and trusts) and beneficiary information current? When was the last time these documents were reviewed? Events that trigger a review of these items include marriage, divorce, births and deaths within the family, and tax law changes.
  • Do you have financial Power of Attorney in place? This will appoint someone you trust the ability to take care of matters if you are unable to. 
  • Have you created a list of your assets and financial accounts and is there a list of your financial advisors, accountants’ names & phone numbers?
  • Who have you named as beneficiaries on other assets such as IRA’s, 401Ks, insurance policies?
  • Have you had the conversation about the location of the aforementioned subjects and other important documents?  In plain terms: Where are your documents?

Lastly, consider creating a list of all your passwords and logins to your electronic devices and on-line accounts.

We offer a free download from our website called “The Sandwich Generation Toolkit.” People are using it to document all the answers to these important questions for themselves and for those they care about.

Click here for the free download - Checklist (will insert hyperlink)