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Modern Estate Planning Blog

Elder Law & Special Needs Planning

28
Jun
28
Jun

5 Things Adult Women Should Know About Sacramento Estate Planning

As a Sacramento estate planning lawyer, I can’t stress enough the importance of having the right legal documents in place to systematically and comprehensively protect the people you love following your death or incapacity.

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19
Jun
19
Jun

Critical Advice from a Sacramento Will Lawyer In Choosing The Right Assisted Living Facility

I help seniors and their families make smart decisions regarding their end-of-life wishes and long-term care on a regular basis. And because of my experience in this area, I understand the options facing seniors and their loved ones can be VERY expensive and overwhelming at times.

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14
Jun
14
Jun

Sacramento Will Lawyer Explains 3 Legal Documents Every Graduating Senior Needs to Ensure Parents Can Intervene Medically On Their Behalf

As your child steps into adulthood, you might not realize that as a parent you will be unable to help your child with banking or have access to help with their healthcare (even though you may still be paying for it!).

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09
Jun
09
Jun

Adult Warning Signs and When to Contact a Sacramento Elder Law Attorney

The summer is a time of joy and stress. If you come home to find your loved one needs some help, don’t worry. There’s lots of support out there for caregivers.

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09
Jun
09
Jun

Is Your California Trust A Paperweight?

You love your family and only want the best for them. So you go to a lawyer and have a California trust prepared because you want to make sure your family is well taken care of in case something happens to you.

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09
Jun
09
Jun

It’s A Wild World Out There

What do you do when when someone whose name is similar to yours opens an account in your name? This was the situation presented to me by a client recently.

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09
Jun
09
Jun

The Second Talk

Do you remember the uncomfortable feeling you had when your mom or dad sat you down to have “the talk”? Well, I want you to have a talk of a different kind with your parents.

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09
Jun
09
Jun

What Doctors Won’t Tell You

HIPAA – the Health Insurance Portability and Accountability Act – has noble goals, one of them being to protect your healthcare and medical information from prying eyes.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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