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Blog

30
Mar

Folsom Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you think is a wonderful gift can turn into their worst nightmare if you are not careful.

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22
Feb

Parents Died Within 24 Hours of Each Other– Was There a Plan? | Sacramento County Guardianship Lawyer

In 2016, a young couple, parents of six, died within 24 hours of each other. Can you imagine suddenly having the responsibility of raising six additional children?

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31
Jan

Should an Executor be Paid a Fee for Handling an Estate? } Fair Oaks Estate Attorney

After the death of a loved one, there is quite a bit of work to be done. Most of the financial work will be handled by the executor named by the deceased in their will or trust.

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18
Jan

Do I Need A New Estate Plan If I Move to a New State?

All estate plans should include these basic documents; a will, a healthcare directive, a financial power of attorney and guardian nominations if you have minor children.

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23
Nov

Parents Died Within 24 Hours – Was There A Plan?

I read this story a while ago, but I was thinking about it today. In 2016, the young parents of six children died within 24 hours of each other. The mother died unexpectedly from a blood clot and the father died 24 hours later as a result of a heart attack. Many feel that the stress of suddenly losing his wife caused the attack.

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09
Nov

When Does A Power of Attorney in California Expire?

A Power of Attorney is a legal device that is used to give someone the power to act on your behalf if you are unable to.

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18
Sep

Beware! Estate Planning Fraud in Sacramento is on the Rise

When posing as estate planning lawyers, criminals in Sacramento will use several different tactics. One common tactic is a telemarketing scam.

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07
Sep

Sacramento Estate Planning for Blended Families

Many people are familiar with this common horror story: a parent remarries later in life to a person with a family of his or her own; when the parent passes away, their estate goes entirely to their new spouse through the laws of intestacy.

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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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