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Modern Estate Planning Blog

Elder Law & Special Needs Planning

18
Nov
18
Nov

What to Expect from Estate Planning in Fair Oaks, CA Part III

This is the third 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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14
Nov
14
Nov

What to Expect from Estate Planning Part II | Will and Trust Lawyers In Sacramento

This is the second in a series of articles on what to expect when you work with your Sacramento will and trust 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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11
Nov
11
Nov

DOMA Ruling Implications for Estate Planning Lawyers in Sacramento and Their Clients

The recent DOMA ruling has some pretty interesting implications for estate planning lawyers in Sacramento, CA.

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31
Oct
31
Oct

Proactive Planning With a Probate Lawyer In Sacramento Helps To Avoid Will Contests

Probate lawyers in Sacramento work with their clients to put together plans that clearly explain what the client wants.

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29
Oct
29
Oct

When To Contact a Trust and Estates Lawyer In Sacramento

There are times in life when it is obvious that people in the Sacramento area should start meeting with a trust and estates attorney.

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25
Oct
25
Oct

Free Wills for Veterans and Local Heroes, Nov 9th

If you are a local hero, we would love to honor your service and sacrifice on Veterans Day, November 9th, by helping you complete a simple will at no charge to you.

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07
Oct
07
Oct

The Downside to Annuities from a Fair Oaks Trust Lawyer’s Perspective

When it comes to annuities, trust lawyers in Fair Oaks, CA do at times recommend these financial products for their clients…and they may be a great choice for you.

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02
Oct
02
Oct

Estate Planning in Sacramento Should Include Your Pets

While family bickering and grief are certainly darker aspects to what we do, there is another situation that often brings about difficulty. What happens to a pet when you pass away?

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20
Sep
20
Sep

Ask a Fair Oaks Estate Planning Lawyer: What Is an Annuity?

There are so many considerations to make when doing your estate planning, and it can get downright confusing.

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18
Sep
18
Sep

Estate Planning Thoughts for Unmarried Couples | Trust Lawyers In Sacramento

Trust lawyers in Sacramento work with unmarried couples to help protect their assets and their partners’ interests should one of them pass away.

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02
Sep
02
Sep

Information to Give the Trustee of Your Estate | Sacramento Trust Lawyer

One of the jobs of a Sacramento trust lawyer is to help clients choose the person who will be responsible for a trust that has been set up.

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29
Aug
29
Aug

How to Contest a Will in Sacramento

Despite the best efforts of wills and trusts lawyers in Sacramento, there are times when a will is challenged.

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26
Aug
26
Aug

Scam Alert! Scam Involving Property Deeds

Several times of the last few weeks we have received calls from frantic clients who have received an official-looking letter from “Property Transfer Services” that contains language indicating that some transfer of their property had taken place.

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22
Aug
22
Aug

What Happens To An Inheritance If You File Bankruptcy In California?

A client visited me last week to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken.

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12
Aug
12
Aug

Do You Need a Prenup Lawyer in Sacramento?

When we think of visits to a Sacramento prenup lawyer, it’s likely that we’re thinking about celebrity marriages or perhaps extremely wealthy families.

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05
Aug
05
Aug

Should Facebook Play Into Estate Planning For Sacramento Residents?

Will and Estate lawyers in Sacramento have always had to keep up with the times, and this is just as true in California as it is anywhere else.

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30
Jul
30
Jul

Will and Estate lawyers in Sacramento have always had to keep up with the times, and this is just as true in California as it is anywhere else.

Will and trust lawyers in Fair Oaks, CA recognize that there is no one-size-fits-all approach to estate plans. Every situation is different, and each person needs individualized attention.

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24
Jul
24
Jul

Sacramento Estate Planning Tips for New Mothers

When you have a new baby, a visit to the estate planning lawyer isn’t usually very high on your priority list. Really, though, it should be.

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08
Jul
08
Jul

What Does a Probate Lawyer in Sacramento Do?

Oftentimes, a person isn’t even aware of what a probate lawyer in Sacramento does until he or she is in need of one.

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02
Jul
02
Jul

Estate Planning and Divorce in Sacramento

When a divorce—also called a dissolution of marriage—is imminent, meeting with an estate planning attorney in Sacramento is likely not at the top of anyone’s list of things to do.

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CLIENT Story

Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.
Christine

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