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Modern Estate Planning Blog

Elder Law & Special Needs Planning

14
Jan
14
Jan

Trust Lawyer in Fair Oaks Answers, “How Much Do You Need to Save for Retirement?”

If you’re like 70% of people in the US who have a retirement plan, you still haven’t worked with a professional such as a trust lawyer in Fair Oaks in order to determine how much money you really need to save.

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11
Jan
11
Jan

Figuring Taxes and Gifts into Your Sacramento Estate Planning

There are a lot of important reasons to spend time working with a wills and trusts lawyer in Sacramento.

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30
Dec
30
Dec

Things to Consider When It Comes to Special Needs Planning in Sacramento

Families who have members with special needs have a variety of concerns that most of the population doesn’t deal with on a regular basis.

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28
Dec
28
Dec

Should You Forgo End-of-Year Charitable Contributions?

Estate planning lawyers across the country have been waiting impatiently to see how the government’s choices are going to affect their clients over the long-term.

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28
Dec
28
Dec

Fair Oaks Will Lawyer Offers Essential Estate Planning Considerations for Parents

Working with a will lawyer in Fair Oaks, CA is something that EVERY responsible parent needs to put on his or her to-do list.

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06
Dec
06
Dec

Elder Law Attorney in Sacramento: Who Pays for Nursing Home Costs After Death?

Most people are pretty relieved when a Sacramento elder law attorney tells them that their children will not be directly responsible for their debts after death.

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06
Dec
06
Dec

Making Long-Term Care Insurance a Part of Your Estate Plan In Fair Oaks

Working with an estate planning attorney in Fair Oaks is an excellent way to prepare for the future and to protect the assets that you want to pass on to your loved ones after you’re gone.

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25
Nov
25
Nov

Ask Your Sacramento Estate Planning Attorney How Good is Your Living Will

One of the many documents an estate planning attorney in the Sacramento area will encourage clients to put together is a living will.

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25
Nov
25
Nov

Advice on Safe Deposit Boxes from a Fair Oaks Will and Trust Attorney

Once you’ve gone through your will and trust attorney in Fair Oaks, you’ve likely become aware of just what valuables you have.

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15
Nov
15
Nov

Today’s Q&A on ElderCareMatters.com is about countable income for VA Aid & Attendance Benefits

I was featured as an expert on ElderCareMatters.com this week. Below is my answer to a reader-submitted question. Enjoy!

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06
Nov
06
Nov

Estate Planning for Same-Sex Couples in Sacramento County

It’s not unusual for legislation to affect the realm of estate planning. From tax implications to guardianship of children, an estate planning attorney has to keep up with the ever-changing legal landscape.

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31
Oct
31
Oct

Five Sacramento Estate Planning Questions and Their Answers

For an estate planning attorney in Sacramento, there are plenty of questions that come up again and again.

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30
Oct
30
Oct

Estate Planning for Your Small Business in Sacramento

When it’s time to start your estate planning process (that time is right now, by the way), entrepreneurs need to remember to take their small businesses into consideration.

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23
Oct
23
Oct

Do Not Forget Memberships When Doing Your Estate Planning in Fair Oaks

If your Fair Oaks estate planning attorney asked you about memberships, what would you say?

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16
Oct
16
Oct

Getting Your ‘Ducks In A Row’ For National Estate Planning Awareness Week

What do the words “wills”, “trusts,” “estates,” and “health care directives” mean to you? Do you envision useful tools which help you protect your family and your wishes if death or incapacity strikes?

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11
Oct
11
Oct

Planning for the Future with a 529 Plan | Sacramento Trusts and Estates

If you already have children or are making plans to grow your family, it makes sense to consider a 529 plan.

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07
Oct
07
Oct

New CA Law Forbids Insurance Agents From Giving Away Trusts To Gain Access To Financial Information Of Seniors

With senior scams reaching unnerving proportions in California, Governor Brown signed a key piece of legislation aimed at stopping insurance and financial agents gaining access to personal information.

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04
Oct
04
Oct

Revoking a Will in the Sacramento Estate Planning Process

There are many reasons why clients choose to revoke a will - family circumstances change, financial situations change, even minds get changed.

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27
Sep
27
Sep

Ask a Sacramento Business Planning Lawyer: What Happens to My Business If I Die?

Business planning lawyers are often asked “What happens to a business when the owner dies”, and the answer has a lot to do with the way the business operates.

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21
Sep
21
Sep

The Role of the Personal Representative in Sacramento

The person whom trust and estates attorneys have long referred to as the “executor” has now been given an alternative name when managing your estate, the “personal representative.”

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CLIENT Story

Thanks for holding my hand. So glad you made things easier for me. I really don't know how I would have understood any of this without your knowledge.
Sandra

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