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Modern Estate Planning Blog

Elder Law & Special Needs Planning

11
Nov
11
Nov

Trusts and Estates Attorney In Sacramento County Warns, “Don’t Leave Loved Ones Stuck Without the Passwords To Your Online Accounts”

As more and more of us are creating online lives, we are also conditioned to protecting our privacy using private passwords and login details. This extends to creating passwords for our computers and smartphones as well.

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11
Nov
11
Nov

Fair Oaks Estate Planning for Single Adults without Children

When we typically think of estate planning, we see grandma and grandpa putting together a will and possibly setting up some trusts for the following generations. It’s all about providing for our offspring, right?

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02
Nov
02
Nov

A Sacramento Trust Attorney’s Take on the Qualified Personal Residence Trust

When visiting an estate planning attorney, Sacramento residents want to know what they can do to best protect their assets after their deaths.

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02
Nov
02
Nov

Wills and Estates Lawyer in Gold River Explains The Importance of Creating a Will Now

As a wills and estates lawyer in Sacramento County, it’s easy to see why so many people put off writing their wills. After all, no one really wants to think about their own death, let alone prepare for it.

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01
Nov
01
Nov

Long-Term Care Awareness Month: Facing the Facts and Being Prepared

Long-term care is an issue most people avoid like the plague. No one likes to think about getting old, losing their independence or having to spend any length of time in a nursing home or other long-term care facility.

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28
Oct
28
Oct

Sacramento Wills & Trusts Lawyer Asks, “Do You Need a Gun Trust?”

From pet trusts to special needs trusts, there are a variety of unique circumstances that need to be addressed in many people’s estate planning. One such concern is that of a gun trust.

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22
Oct
22
Oct

Sacramento Probate Lawyer Shares Tips on How to Avoid Probate

As a probate lawyer near Sacramento, I see so many cases where probate could have been shortened or avoided altogether, if only people had more information.

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22
Oct
22
Oct

Sacramento Estate Planning Tip: Confirm that the Executor of the Estate Is Up for the Job

Estate planning can be difficult for anyone, but in some ways, the executor of the estate ends up with the hardest job.

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18
Oct
18
Oct

How You Can Work With A Gold River Elder Law Attorney to Shield Your Assets From Nursing Home Costs

what if I told you that having a trust does not necessarily ensure that your assets will stay protected for the benefit of those you love?

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18
Oct
18
Oct

Your Current Estate Plan: Trick or Treat?

Online estate plans and document “kits” are all the rage these days. They typically appeal to people who are looking to save money and at least get something in writing should they pass away.

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18
Oct
18
Oct

Ask Heather - Is there a statute of limitations on contesting a will or trying to enforce it?

Is there a statute of limitations on contesting a will or trying to enforce it? My niece just emailed and said that her grandmother died in 2005. Her father pre-deceased the grandmother.

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03
Oct
03
Oct

Good Credit Doesn’t Mean Your Nest Egg Is Safe From Bill Collectors | Sacramento Trust Lawyer

You’ve worked hard. You’ve built up a nice nest egg. Do you need to worry about creditors getting their hands on it?

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03
Oct
03
Oct

Can a Sacramento Prenup Lawyer Really Help with Estate Planning?

If you’re thinking about having a prenup drawn up before you tie the knot in Sacramento County, you may want to find an attorney who focuses on estate planning, too.

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25
Sep
25
Sep

Ask Heather - Is it unrealistic for them to gift most of their assets to their children if they did not buy long term care?

"My parents have a net worth of 1.5 Million. Is it unrealistic for them to gift most of their assets to their children if they did not buy long term care? They will keep an ample amount just to live on."

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22
Sep
22
Sep

Gold River Estate Planning Lawyer Offers a Lesson from the Godfather of Soul

From Sacramento to the Deep South, and from the Heartland to the Pacific Northwest, pretty much every life has in one way or another been touched by modern music.

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22
Sep
22
Sep

Why You Might Want Your Sacramento Asset Protection Lawyer to Create Multiple LLCs for Your Properties

As an asset protection lawyer in Sacramento, I find that it often makes sense to advise clients to create multiple LLCs when they own more than one investment property.

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21
Sep
21
Sep

Ask Heather - I have been wanting to file for conservatorship of my mother. She has Alzheimer’s.

I have been wanting to file for conservatorship of my mother. She has Alzheimer’s. She was diagnosed four years ago and is not mentally aware enough to change her Power Of Attorney, which was set in 1992.

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18
Sep
18
Sep

Estate Planning Lawyer in Gold River Offers Key Considerations When Choosing Your Power of Attorney Agent

As an estate planning lawyer in Gold River, I’ve witnessed first-hand how disability, incapacity and the natural affects of aging prevent people from taking care of their financial and personal affairs each and every day.

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16
Sep
16
Sep

Sacramento Estates Lawyer Asks, “What Happens to “Digital Assets” When You Die?

Have you ever wondered what would happen to all of the pictures and precious memories stored on your Twitter or Facebook pages after you die?

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16
Sep
16
Sep

Sacramento Will and Trust Attorney Discusses Estate Planning for Senior Citizens – It’s About Taking Care of Your Loved Ones

As a Sacramento will and trust attorney I hear the same things over and over…. I don’t have an “estate.” I have more debt than assets…. or The only thing I own is my home.

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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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