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Blog

23
Jul

Sacramento Estate Planning Means More Than Just Planning for Death and Taxes

A few months ago, I received two back-to-back emergency calls that really got me thinking. Not only did it get me thinking, but it made me adjust the way I approach planning because the “traditional” way of planning just doesn’t meet all your needs.

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21
Jul

A Homerun for the Steinbrenner Family, But Your Family Could Be Out At First Base, Warns Sacramento Estate Tax Lawyer

George Steinbrenner, the fiery owner of the New York Yankees, passed away on July 13. Mr. Steinbrenner became one of the most recognizable professional sports owners in America after having paid around 10 million dollars for ownership of the Yankees in 1973.

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28
Jun

5 Things Adult Women Should Know About Sacramento Estate Planning

As a Sacramento estate planning lawyer, I can’t stress enough the importance of having the right legal documents in place to systematically and comprehensively protect the people you love following your death or incapacity.

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14
Jun

Sacramento Will Lawyer Explains 3 Legal Documents Every Graduating Senior Needs to Ensure Parents Can Intervene Medically On Their Behalf

As your child steps into adulthood, you might not realize that as a parent you will be unable to help your child with banking or have access to help with their healthcare (even though you may still be paying for it!).

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09
Jun

The Second Talk

Do you remember the uncomfortable feeling you had when your mom or dad sat you down to have “the talk”? Well, I want you to have a talk of a different kind with your parents.

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09
Jun

What Doctors Won’t Tell You

HIPAA – the Health Insurance Portability and Accountability Act – has noble goals, one of them being to protect your healthcare and medical information from prying eyes.

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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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