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Modern Estate Planning Blog

Elder Law & Special Needs Planning

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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