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Modern Estate Planning Blog

Elder Law & Special Needs Planning

25
May
25
May

Your College Student and Estate Planning in Fair Oaks

Sure, it seems a little counter-intuitive to think that a college student needs an “estate” plan, but there are some really important legal documents that parents need to keep in mind.

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09
May
09
May

Wills vs Trusts in Sacramento – Which Do You Need?

Estate planning with an attorney in Northern California is an important step to making sure that your assets will be distributed the way you would like after your death.

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09
May
09
May

Creating a Temporary Guardianship for Your Minor Child in Sacramento

Estate planning lawyers in Sacramento County work daily with families who want to use their wills and trusts to set up guardianships for their minor children.

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01
May
01
May

Working With A Fair Oaks Estates Lawyer To Leave Behind an Intangible Legacy

When it comes to leaving an inheritance for our children, many parents automatically think of leaving cash, properties and life insurance proceeds behind.

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01
May
01
May

Amy Winehouse’s Estate Finishes Probate | Sacramento Probate Law Firm

The internationally-acclaimed singer-songwriter Amy Winehouse passed away in July of 2011, leaving behind a rather large estate and no will.

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26
Apr
26
Apr

Things to Know When Your Parent is Dying… And Services to Help in the Fair Oaks Area.

I’m so honored to be listed among the recommended resources this wonderful article by Sally Dunbar– an excellent realtor in Fair Oaks. With her permission, I’ve reprinted her entire article and great advice below.

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23
Apr
23
Apr

Sacramento County Probate Tips for Getting Through the Process Faster and with Less Hassle

Probate lawyers in Sacramento County are well aware of the hassles and headaches that families face when a loved one’s estate goes into probate.

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23
Apr
23
Apr

Elder Law Concerns: How to Hire a Home Healthcare Provider In Sacramento

With the advances in medications, treatments, and home healthcare options, the wish to remain in own home can be granted more and more frequently.

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16
Apr
16
Apr

Sacramento Business Planning for the Unexpected

Business planning in Sacramento County tends to revolve around where you are right now, where you’re going in the near future, and hopefully, where you’re going to be ways down the road.

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16
Apr
16
Apr

Working with a Trust Lawyer in Fair Oaks to Set Up a Charitable Trust

Trusts lawyers in Fair Oaks understand that there are a number of reasons why our clients might choose to create a charitable trust, and our job is to set them up in the way that best meets their needs.

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06
Apr
06
Apr

Taking a Look at Some of the Most Important Estate Planning Tools in Sacramento

When it comes to estate planning in Sacramento, there seems to be no shortage of possibilities.

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06
Apr
06
Apr

The Letter of Intent as a Part of Your Special Needs Planning in Fair Oaks

The documentation that you create with your special needs planning lawyer in Fair Oaks will be quite detailed and will take an incredible amount into consideration, but it will likely not cover every possible concern or wish you may have for your child’s future care.

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26
Mar
26
Mar

Funding a Special Needs Trust in Sacramento

Parents and caregivers of those with special needs well understand how important it is to always think ahead in order to prepare the way for their loved one.

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26
Mar
26
Mar

Be Organized and Ready When Meeting with Your Fair Oaks Estate Planning Attorney

In order to better streamline the California estate planning process, it can be incredibly helpful to do a bit of organizing before ever meeting with your attorney.

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17
Mar
17
Mar

Considerations for Snowbirds from a Sacramento Trust Attorney

For many people, the "snowbird" lifestyle is the perfect retirement, and it rarely comes to mind that this lifestyle requires a little extra preparation with your estate planning attorney.

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17
Mar
17
Mar

Executing a Will in Fair Oaks: What Are The Guidelines for Witnesses?

Those who provide wills and trust administration in Fair Oaks, CA, field a variety of questions.

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05
Mar
05
Mar

Your Sacramento Trusts and Estates Attorney Can Help Plan for Your Religious Needs

There are so many financial concerns, legal concerns, and even personal concerns regarding a person’s inheritance and other desires.

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05
Mar
05
Mar

4 Reasons You Need a Will Now, According to a El Dorado Hills Wills and Estates Lawyer

Of course it makes sense that an El Dorado Hills wills and estates attorney would tell you to create a will, right?

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27
Feb
27
Feb

Some Commonly Asked Questions from a Sacramento Probate Lawyer

Probate lawyers in Sacramento County understand that while we’re well-versed in the topic, it is a whole new world to most of our clients.

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27
Feb
27
Feb

Fair Oaks Prenup Lawyer Talks Newlywed Finances

Whether you have a prenuptial agreement yet or not, finances are something that every newlywed or soon-to-be-married couple in Fair Oaks should discuss in detail.

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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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