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Blog

26
Mar

Be Organized and Ready When Meeting with Your Fair Oaks Estate Planning Attorney

In order to better streamline the California estate planning process, it can be incredibly helpful to do a bit of organizing before ever meeting with your attorney.

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27
Feb

Fair Oaks Prenup Lawyer Talks Newlywed Finances

Whether you have a prenuptial agreement yet or not, finances are something that every newlywed or soon-to-be-married couple in Fair Oaks should discuss in detail.

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23
Jan

Learning From Steve Jobs: How to Keep Your Financial Affairs Private After Death

Estate planning lawyers across the nation agree that trusts offer many benefits and protections that simple wills do not.

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23
Jan

Protect The Rights of Your Partner With a Life Estate In California

If a married person passes away without a will in place, there is a good chance that someone he or she trusts (i.e., the spouse) will be able to step in and have a fair amount of say in what happens.

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16
Jan

California Attorney Answers, “Should I transfer my home to my kids to protect it if I should need nursing home care?”

California treats the transfer of the home different than any other state. In all states the home is an exempt asset for Medi-Cal (Medicaid) qualification purposes

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09
Jan

New Estate Planning Law in California is Good News for Those with Smaller Estates

Generally speaking, it makes sense for just about everyone to spend some time with a Sacramento estate planning lawyer to look over their assets and plan for the future.

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27
Dec

Estates Attorney in Sacramento County Offers Tips for Paying Your Grandchild’s College Tuition

The increasing cost of college tuition has sent many people running to their estate planning attorneys to discover the most strategic, tax-friendly ways to meet their children or grandchildren’s future education needs.

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20
Dec

Sacramento Newlywed Planning and the Prenuptial Agreement

A skilled prenup lawyer in Sacramento or El Dorado County can help you quickly and effectively put together a prenup that fits your specific situation.

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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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