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Modern Estate Planning Blog

Elder Law & Special Needs Planning

14
Apr
14
Apr

Sacramento Elder Law Lawyer Says, “Medi-Cal Planning Can Save Inheritances”

When we meet with seniors, one of their top concerns is protecting their inheritance for their family should they ever require nursing home care.

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11
Apr
11
Apr

Should You Create Your Own Wills and Trusts in California?

Wills and trusts lawyers in Sacramento are finding that they often have to educate potential clients on the dangers of do-it-yourself estate planning products that can be found online.

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10
Apr
10
Apr

Should You Go It Alone or Hire A Sacramento Business Lawyer?

Businesses in the Sacramento area will almost always benefit from the services of a business lawyer.

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24
Mar
24
Mar

Prenuptial Agreements as a Part of Newlywed Planning in Fair Oaks, CA

Unfortunately, there are some aspects of newlywed planning that are not quite as enjoyable as others.

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19
Mar
19
Mar

Understanding the Terminology Your Sacramento Estate Planning Lawyer Uses

When you walk into a Sacramento estate planning lawyer’s office, you are going to hear some terms that are either completely new to you or that sound like something out of an old movie.

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28
Feb
28
Feb

Weird Celebrity Prenups | Sacramento Prenup Lawyer

Prenup lawyers in Sacramento see plenty of weird stuff, but the strangest of all is when a couple decides not to get a prenuptial agreement at all.

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27
Feb
27
Feb

Is Probate Such a Terrible Thing? | Probate Lawyers In Sacramento, CA

Probate attorneys in Sacramento are well aware of how difficult the process can be for families and friends who are grieving, for those who value privacy, and even for those who need to get an estate closed to pay off debts and take care of other obligations.

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14
Feb
14
Feb

Why You Should Consider Working With A Special Needs Planning Attorney In Sacramento

For parents with disabled children, whether minor or adult, it’s a good idea to take the extra step of meeting with a Sacramento special needs planning attorney.

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13
Feb
13
Feb

Talking to Your Parents About Meeting with an Estate Planning Lawyer in Fair Oaks, CA

Just as everywhere else in the country, folks in Fair Oaks, CA often put off their estate planning for many reasons.

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06
Feb
06
Feb

Business Planning Lawyers in Sacramento Recommend Estate Planning

Business planning lawyers in Sacramento look to protect both aspects of this should you die or become incapacitated.

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04
Feb
04
Feb

Working with a Probate Attorney in Sacramento to Understand the Steps of the Process

Even if someone has a will in place, it’s still quite likely that his or her estate will need to be overseen by a good probate attorney in Sacramento, CA.

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30
Jan
30
Jan

Talk to Your Elder Care Lawyer in Fair Oaks about the VA, Assisted Living, and Nursing Home Costs

One of the biggest concerns for clients of elder lawyers in Fair Oaks is how to pay for long-term care if and when it becomes needed.

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27
Jan
27
Jan

What to Expect from Estate Planning in Fair Oaks Part IV

This is the fourth in a series of articles on what to expect when you work with your Fair Oaks estate planning lawyer. Each article will cover several of the topics that you will need to consider to make a plan that works for your needs.

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04
Jan
04
Jan

Discuss Your Social Security Options with an Elder Law Lawyer in Sacramento

For many elder law clients, Social Security benefits represent a very large portion of their post-retirement income.

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04
Jan
04
Jan

Making a Charitable Organization the Beneficiary of Your Life Insurance Policy | Estate Planning Lawyers in Sacramento

Clients come to their estate planning lawyers in Sacramento with a desire to make a difference to the next generation.

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24
Dec
24
Dec

How to Choose an Executor or Successor Trustee with Your Sacramento Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.

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17
Dec
17
Dec

How to Avoid the Need for a Probate Lawyer in Sacramento

If you are dealing with an estate that has to go through the probate process in California, your smartest move is likely going to be to work with a Sacramento probate lawyer.

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11
Dec
11
Dec

Talking to Your Estate Lawyer In Fair Oaks About Your Final Wishes

While discussions about burial and cremation are not necessarily the most enjoyable part of meeting with your estate lawyer in Fair Oaks, they are relevant and necessary.

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06
Dec
06
Dec

Including Your Service Providers in Your Estate Plan | Fair Oaks Will and Trust Lawyers

A Fair Oaks will and trust lawyer’s job is to make sure that you have all of your ducks in a row so that if you become incapacitated or die, your loved ones will now how to manage your estate and follow your wishes.

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21
Nov
21
Nov

Sacramento Trust Lawyer Reveals Additional Types of Income to Include in Your Estate Planning

There are some forms of income that obviously need to be discussed with your trust lawyer in Sacramento, CA.

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Free Resources

CLIENT Story

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon

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