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Blog

04
Feb

Newlyweds and estate planning – Folsom estate planning attorney on the importance of a will

Remember, having a will is not just about where the money in your bank account would go if you were no longer here. Instead, a will covers a wide arrange of issues.

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02
Feb

Fair Oaks Estates Attorney Asks, “Are You Afraid of Seeing Your Shadow Like the Groundhog?”

In my years of experience as an estates attorney, I’ve found that the number one reason why people don’t do their estate plan is that they can’t face their own death or the legal steps necessary to prepare for it!

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28
Jan

3 Things You Should NEVER Do With Your Sacramento Estate Plan

Contrary to popular belief, having a Sacramento estate plan does not guarantee that your wishes will be honored in a court of law following your death.

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21
Jan

Gold River Estate Planning Attorney Explains How to Choose a Health Care Agent

If you are over 18, choosing a health care agent is one of the most important things you can to do to make sure someone has permission to act on your behalf in a medical emergency.

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07
Jan

Fair Oaks Estate Planning Attorney Discusses New Year’s Organizing

So how do you decide what to keep and what to toss? And how long should you keep the stuff you keep? A good rule of thumb is to only keep the stuff that is related to anything you deducted when you filed a tax return.

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30
Dec

Gold River Estate Planning Attorney Answers, “Should I Name Separate Guardians For My Kids?”

As a Gold River estate planning attorney, I regularly meet with parents who want to make sure their minor children will be cared for by the people they want, in a way they want, if something unexpectedly happens to them.

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17
Dec

The Tax Compromise Passes Congress! What That Means For the Future of The Estate Tax and YOUR Sacramento Estate Plan

Finally, some clarity! To the relief of many estate planners, financial planners and concerned citizens across the United States, the controversial tax compromise has successfully passed through Congress and is now headed to the President’s desk to be signed into law.

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13
Dec

Give Your Family the Greatest, Most Unique and Priceless Gift this Holiday Season

You may be surprised to hear this, but the greatest gift you can give to your family this holiday season can’t be purchased in department stores and certainly won’t fit under the tree. Yet I can assure you that this “ultimate gift” is one of enormous value that will last your family for generations.

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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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