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Modern Estate Planning Blog

Elder Law & Special Needs Planning

01
Apr
01
Apr

Sacramento Newlywed Planning for a Better Financial Future – A Few Simple Things to Do

Entering the newlywed planning stage here in Sacramento is incredibly exciting. Sure, there are dresses and tuxedos, cakes and wedding registries.

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29
Mar
29
Mar

Sacramento Probate and Privacy…There Must be a Better Way

Whether you’re famous or not, you may have reasons for wanting your private information to stay—well—private.

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25
Mar
25
Mar

Keeping Your Wills and Trusts Updated | Fair Oaks Estate Planning Tips

It’s always a great feeling when a new client meets with a wills and trusts attorney in order to get started on his or her estate planning.

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22
Mar
22
Mar

Fair Oaks Special Needs Lawyer Offers Practical Tips In Setting Up a Supplemental Needs Trust

If you have a family member with special needs, it is important to factor him or her into your estate planning.

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18
Mar
18
Mar

Facing Uncomfortable Issues With Your Trust and Estates Lawyer in Fair Oaks

Any trust and estates lawyer in Fair Oaks can tell you that they have to ask their clients a lot of very uncomfortable questions.

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11
Mar
11
Mar

Fair Oaks Lawyer Explains How To Tackle Estate Planning When You Live in Two States

Being able to split your time between two or more places you love is a much-desired retirement dream for many people.

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04
Mar
04
Mar

California Probate 101: The Basics

Probate is a process that can differ from state to state. That means that the laws that apply here in Northern California might not be the same as other places.

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28
Feb
28
Feb

QUESTION: Does the VA cover nursing home care?

To be eligible for nursing home care in Sacramento, you must be enrolled in the VA health care system or be eligible for VA health care without the need to enroll.

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25
Feb
25
Feb

A Fair Oaks Elder and Med-Cal Lawyer ‘s Take on Resolving Nursing Home Disputes

As an elder law attorney in Fair Oaks, my clients are often seeking advice on all kinds of topics, from putting together medical directives to paying for nursing care.

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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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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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