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Modern Estate Planning Blog

Elder Law & Special Needs Planning

10
Jan
10
Jan

Estate Planning Advice to Protect Your Children if They Get Divorced in Sacramento County

An unexpectedly common problem that Sacramento County estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced.

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22
Dec
22
Dec

Folsom Guardianship Lawyer Answers, “Will My Ex Get My Kids If Something Happens To Me?”

When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no longer anything to govern.

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21
Dec
21
Dec

Folsom Trust Attorney: Tips When Storing Valuables and Documents in Safe Deposit Boxes

As you work with a trust attorney in Folsom, you will likely end up making a list of your assets. Some of these are tangible, such as property and heirloom jewelry.

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07
Dec
07
Dec

Common Pitfalls of Non-Spouse Inheriting IRAs | Folsom Estate Attorney

Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds.

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04
Dec
04
Dec

Folsom Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc.

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09
Oct
09
Oct

Working with a Sacramento County Probate Lawyer to Find a Loved One’s Assets

Probate lawyers in Sacramento County are charged with helping their clients take estates through the probate process.

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07
Oct
07
Oct

Pre-Planning with a Sacramento Elder Lawyer for Nursing Home Care

One of the more difficult topics that Sacramento elder lawyers and their clients must discuss is the potential need for nursing home care.

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10
Sep
10
Sep

A Primer from Your Sacramento Wills and Trusts Lawyer

Wills and trusts lawyers in Sacramento handle so much more than just the creation of legal documents.

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04
Sep
04
Sep

Sacramento Special Needs Trust Lawyer FAQs

For families who have members with special needs, it can sometimes feel like life is all about asking questions.

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02
Sep
02
Sep

Temporary Guardianships for Minors Are Often Overlooked in Estate Planning

Sacramento guardianship lawyers put a lot of effort into helping clients prepare for all kinds of possibilities.

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28
Aug
28
Aug

Estate Planning Lawyers in Sacramento Recommend Revocable Living Trusts

OK, that title may be a little misleading, as not every estate planning lawyer in Sacramento is going to recommend a revocable living trust for every single client.

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25
Aug
25
Aug

30 Things Your Sacramento Will and Estate Lawyer Wants You to Know

Estate planning is a pretty big field, with lots to take into consideration with your lawyer.

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30
Jul
30
Jul

Do Not Overlook These Types of Income with Your Estate Planning Lawyer in Sacramento

Sacramento estate planning lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have.

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28
Jul
28
Jul

What You and Your Fair Oaks Probate Lawyer Can Expect

Probate law varies from state to state, but there are several things that you and your Fair Oaks probate lawyer can expect to happen during the process.

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24
Jul
24
Jul

Hiring the Right Probate Lawyer in Sacramento

When a friend or family member passes away, someone will be named as the executor of that person’s estate.

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23
Jul
23
Jul

How a Fair Oaks Estate Planning Lawyer Can Help Protect Your Assets

There’s a fairly constant drive that Fair Oaks estate planning lawyers see in our society to continually acquire assets.

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08
Jul
08
Jul

An Estate Planning Lawyer’s Advice When Divorcing in Sacramento, CA

When getting a divorce, it seems like there’s no end to the paperwork. One task that is far too often overlooked by those in the Sacramento area is making an appointment with their estate planning lawyer.

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06
Jul
06
Jul

Solid Retirement Planning with an Estate Planning Attorney in Fair Oaks, CA

Perhaps one of the best reasons to hire an estate planning attorney in Fair Oaks, CA is because of what they can do to help with retirement planning.

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05
Jun
05
Jun

What Does a Sacramento Estate Planning Lawyer Do to Protect Your Will From Being Contested?

While it doesn’t happen in real life as often as it does in the movies and on soap operas, Sacramento wills and trusts lawyers do sometimes have to deal with a contested will.

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03
Jun
03
Jun

Solid Retirement Planning with an Estate Planning Attorney in Sacramento County

Perhaps one of the best reasons to hire an estate planning attorney in Sacramento County is because of what they can do to help with retirement planning.

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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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