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Modern Estate Planning Blog

Elder Law & Special Needs Planning

10
Sep
10
Sep

A Primer from Your Sacramento Wills and Trusts Lawyer

Wills and trusts lawyers in Sacramento handle so much more than just the creation of legal documents.

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04
Sep
04
Sep

Sacramento Special Needs Trust Lawyer FAQs

For families who have members with special needs, it can sometimes feel like life is all about asking questions.

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02
Sep
02
Sep

Temporary Guardianships for Minors Are Often Overlooked in Estate Planning

Sacramento guardianship lawyers put a lot of effort into helping clients prepare for all kinds of possibilities.

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28
Aug
28
Aug

Estate Planning Lawyers in Sacramento Recommend Revocable Living Trusts

OK, that title may be a little misleading, as not every estate planning lawyer in Sacramento is going to recommend a revocable living trust for every single client.

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25
Aug
25
Aug

30 Things Your Sacramento Will and Estate Lawyer Wants You to Know

Estate planning is a pretty big field, with lots to take into consideration with your lawyer.

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30
Jul
30
Jul

Do Not Overlook These Types of Income with Your Estate Planning Lawyer in Sacramento

Sacramento estate planning lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have.

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28
Jul
28
Jul

What You and Your Fair Oaks Probate Lawyer Can Expect

Probate law varies from state to state, but there are several things that you and your Fair Oaks probate lawyer can expect to happen during the process.

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24
Jul
24
Jul

Hiring the Right Probate Lawyer in Sacramento

When a friend or family member passes away, someone will be named as the executor of that person’s estate.

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23
Jul
23
Jul

How a Fair Oaks Estate Planning Lawyer Can Help Protect Your Assets

There’s a fairly constant drive that Fair Oaks estate planning lawyers see in our society to continually acquire assets.

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08
Jul
08
Jul

An Estate Planning Lawyer’s Advice When Divorcing in Sacramento, CA

When getting a divorce, it seems like there’s no end to the paperwork. One task that is far too often overlooked by those in the Sacramento area is making an appointment with their estate planning lawyer.

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06
Jul
06
Jul

Solid Retirement Planning with an Estate Planning Attorney in Fair Oaks, CA

Perhaps one of the best reasons to hire an estate planning attorney in Fair Oaks, CA is because of what they can do to help with retirement planning.

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05
Jun
05
Jun

What Does a Sacramento Estate Planning Lawyer Do to Protect Your Will From Being Contested?

While it doesn’t happen in real life as often as it does in the movies and on soap operas, Sacramento wills and trusts lawyers do sometimes have to deal with a contested will.

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03
Jun
03
Jun

Solid Retirement Planning with an Estate Planning Attorney in Sacramento County

Perhaps one of the best reasons to hire an estate planning attorney in Sacramento County is because of what they can do to help with retirement planning.

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28
May
28
May

Trustee Fees as Part of Special Needs Planning in Sacramento

In order to ensure proper use of funds, Sacramento special needs planning lawyers help their clients choose a trustee.

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26
May
26
May

Make Your Estate Plan Go Further with a Stretch IRA

One of the important things to discuss with your Fair Oaks estate planning lawyer is the topic of your IRA.

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15
May
15
May

Bad Estate Planning Decisions Can Be a Royal Pain

Always work with your estate planning lawyer to double check the language and legality of any amendment to your estate plan.

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11
May
11
May

Sacramento Elder Law Attorney: When You Must Manage Your Elderly Parent’s Finances

Elder law attorneys in Sacramento often find themselves advising adult children of the elderly on the intricacies of managing their parents’ finances.

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08
May
08
May

Finding a Qualified Elder Law Attorney in Fair Oaks, CA

As the need for elder law attorneys in Fair Oaks, CA grows, it’s important for people to understand what they should expect from this type of professional.

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09
Apr
09
Apr

7 Signs that It’s Time to Update Your Estate Plan

Your life and circumstances will likely change over the years, and you’ll want your estate plan to change accordingly.

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07
Apr
07
Apr

Business Planning Attorneys in Sacramento Recommend Living Trusts

Sacramento business attorneys see again and again how folks under appreciate just what they can do to protect their businesses through estate planning.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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