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Modern Estate Planning Blog

Elder Law & Special Needs Planning

18
Feb
18
Feb

Unintended Sacramento Estate Planning Consequences When Transferring Property

There’s little doubt that working with an estate planning attorney is a great approach to protecting your assets and your beneficiaries from excessive taxation.

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05
Feb
05
Feb

A Fair Oaks Estates Attorney’s Advice Regarding Your Home

It is clear to estates attorneys in Fair Oaks that the most valuable asset for many local residents is their home.

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01
Feb
01
Feb

Estate Planning Trends In Sacramento Include Travel Trusts

Trust lawyers in Sacramento see how trends come and go in the field, and an interesting new one has been showing up increasingly in the last several years.

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14
Jan
14
Jan

Trust Lawyer in Fair Oaks Answers, “How Much Do You Need to Save for Retirement?”

If you’re like 70% of people in the US who have a retirement plan, you still haven’t worked with a professional such as a trust lawyer in Fair Oaks in order to determine how much money you really need to save.

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11
Jan
11
Jan

Figuring Taxes and Gifts into Your Sacramento Estate Planning

There are a lot of important reasons to spend time working with a wills and trusts lawyer in Sacramento.

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30
Dec
30
Dec

Things to Consider When It Comes to Special Needs Planning in Sacramento

Families who have members with special needs have a variety of concerns that most of the population doesn’t deal with on a regular basis.

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28
Dec
28
Dec

Should You Forgo End-of-Year Charitable Contributions?

Estate planning lawyers across the country have been waiting impatiently to see how the government’s choices are going to affect their clients over the long-term.

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28
Dec
28
Dec

Fair Oaks Will Lawyer Offers Essential Estate Planning Considerations for Parents

Working with a will lawyer in Fair Oaks, CA is something that EVERY responsible parent needs to put on his or her to-do list.

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06
Dec
06
Dec

Elder Law Attorney in Sacramento: Who Pays for Nursing Home Costs After Death?

Most people are pretty relieved when a Sacramento elder law attorney tells them that their children will not be directly responsible for their debts after death.

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06
Dec
06
Dec

Making Long-Term Care Insurance a Part of Your Estate Plan In Fair Oaks

Working with an estate planning attorney in Fair Oaks is an excellent way to prepare for the future and to protect the assets that you want to pass on to your loved ones after you’re gone.

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25
Nov
25
Nov

Ask Your Sacramento Estate Planning Attorney How Good is Your Living Will

One of the many documents an estate planning attorney in the Sacramento area will encourage clients to put together is a living will.

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25
Nov
25
Nov

Advice on Safe Deposit Boxes from a Fair Oaks Will and Trust Attorney

Once you’ve gone through your will and trust attorney in Fair Oaks, you’ve likely become aware of just what valuables you have.

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15
Nov
15
Nov

Today’s Q&A on ElderCareMatters.com is about countable income for VA Aid & Attendance Benefits

I was featured as an expert on ElderCareMatters.com this week. Below is my answer to a reader-submitted question. Enjoy!

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06
Nov
06
Nov

Estate Planning for Same-Sex Couples in Sacramento County

It’s not unusual for legislation to affect the realm of estate planning. From tax implications to guardianship of children, an estate planning attorney has to keep up with the ever-changing legal landscape.

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31
Oct
31
Oct

Five Sacramento Estate Planning Questions and Their Answers

For an estate planning attorney in Sacramento, there are plenty of questions that come up again and again.

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30
Oct
30
Oct

Estate Planning for Your Small Business in Sacramento

When it’s time to start your estate planning process (that time is right now, by the way), entrepreneurs need to remember to take their small businesses into consideration.

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23
Oct
23
Oct

Do Not Forget Memberships When Doing Your Estate Planning in Fair Oaks

If your Fair Oaks estate planning attorney asked you about memberships, what would you say?

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16
Oct
16
Oct

Getting Your ‘Ducks In A Row’ For National Estate Planning Awareness Week

What do the words “wills”, “trusts,” “estates,” and “health care directives” mean to you? Do you envision useful tools which help you protect your family and your wishes if death or incapacity strikes?

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11
Oct
11
Oct

Planning for the Future with a 529 Plan | Sacramento Trusts and Estates

If you already have children or are making plans to grow your family, it makes sense to consider a 529 plan.

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07
Oct
07
Oct

New CA Law Forbids Insurance Agents From Giving Away Trusts To Gain Access To Financial Information Of Seniors

With senior scams reaching unnerving proportions in California, Governor Brown signed a key piece of legislation aimed at stopping insurance and financial agents gaining access to personal information.

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Free Resources

CLIENT Story

Heather helped my mother get her estate in order before her passing. It was only after that we learned just what a great job Heather did. Recently, I had the opportunity to have the Chubb Law Firm help me also with my estate. I feel confident that Heather and her team helped me to consider all of the appropriate options and to make the right choices including options I DIDN'T KNOW I HAD! This is the kind of law firm one imagines when you think about getting good legal advice.
Sidney

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