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Modern Estate Planning Blog

Elder Law & Special Needs Planning

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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18
Feb
18
Feb

Wills and Trust Administration Basics in Sacramento County: What Does It Mean to Contest a Will?

Wills and trust administration is a big job, and the sole purpose of creating a will is to make your wishes as clear as possible to simplify the process.

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18
Feb
18
Feb

Choosing the Right Probate Lawyer in Sacramento County

The range of tasks that a probate attorney can accomplish will save you a significant amount of time, and he or she will make sure that things are done in accordance with the law.

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16
Feb
16
Feb

Sacramento Attorney Warns Whitney Houston’s Legal Troubles May Mean Daughter Inherits Fortune Outright at Age 18

Many parents leaving a significant inheritance to their children choose to place their money in a trust, which helps to ensure their money is not lost or wasted on things

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11
Feb
11
Feb

Which assets do not go through probate in Sacramento County?

Probate is a court process in Northern California that facilitates the legal transfer of assets from a deceased person to their named beneficiaries or heirs.

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11
Feb
11
Feb

Prenup 101: The Basics of the Prenuptial Agreement in Sacramento, CA

Prenuptial agreements tend to get a lot of attention when it comes to celebrity divorces, but there are plenty of non-famous people who are opting into this type of contract.

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30
Jan
30
Jan

Fair Oaks Elder Lawyer: How To Tell If Your Loved One’s Finances Are Out of Control

Elder law attorneys in Sacramento County specialize in bridging the generations, and because of that, we understand many of the nuances that create a disconnect between adult children and their aging parents.

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30
Jan
30
Jan

When Mental Decline Derails Your Estate Plan | Sacramento Wills and Trusts

Estate planning attorneys in Sacramento can tell you that there is little that is as frustrating as someone who waits until it’s “too late” to start the estate planning process.

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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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