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Blog

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

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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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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28
Aug

Fair Oaks Estate Planning Advice Regarding Whole Life and Term Insurance

When it comes to estate planning, there is plenty of room for confusion and why it’s smart to work with an attorney who is familiar with local, state and federal laws vs. doing it yourself.

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10
Aug

Sacramento Estate Planning for Generation X

When you think of Generation X, what comes to mind? Many of us fondly remember flannel shirts, grunge music and movies like Reality Bites.

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10
Aug

Sacramento Wills and Estates Lawyer Answers, “What Happens to a Person’s Debts When They Die?”

Mortgages, loans, credit cards, even medical bills…nearly every wills and estates lawyer in Sacramento is asked about what happens to a person’s debt when they die.

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24
Jul

What Happens If My Heir Dies Before I Do in Sacramento?

What happens when you outlive an heir? What becomes of the inheritance you wanted to be passed on to him or her?

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11
Jul

Prepare Now For Year-End Changes to Estate Tax Laws

Preparing for estate tax changes now is critical for high-net worth individuals, but also for middle-class families, too.

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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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