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Modern Estate Planning Blog

Elder Law & Special Needs Planning

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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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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CLIENT Story

My wife, Sue and I really appreciate the concern and care Heather took in doing our estate planning. It has given us peace of mind. Heather keeps us informed of the latest changes in the laws that we might want to consider. We highly recommend her and the Chubb Law Firm.
Ray

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