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Blog

03
Mar

Folsom Estate Lawyer Explains the Benefits of Charity/Non-Profit Contributions from an IRA

If you are over 70 and ½ years old, you can donate some or all over your IRA to an eligible charity of your choice.

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11
Feb

Folsom Estate Lawyer: 4 Steps to Avoid Stress at the End of Life

As a general rule, Americans are very uncomfortable talking about end of life issues. We just don’t like to think of the end of our life or the end of our loved one’s life.

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15
Jan

A Helpful Look at the Differences Between Estate Planning and Asset Protection

Will and estate lawyers in Folsom are most often considered by folks who are wanting to put their end-of-life affairs in order.

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10
Jan

Estate Planning Advice to Protect Your Children if They Get Divorced in Sacramento County

An unexpectedly common problem that Sacramento County estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced.

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22
Dec

Folsom Guardianship Lawyer Answers, “Will My Ex Get My Kids If Something Happens To Me?”

When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no longer anything to govern.

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07
Dec

Common Pitfalls of Non-Spouse Inheriting IRAs | Folsom Estate Attorney

Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds.

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04
Dec

Folsom Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc.

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02
Sep

Temporary Guardianships for Minors Are Often Overlooked in Estate Planning

Sacramento guardianship lawyers put a lot of effort into helping clients prepare for all kinds of possibilities.

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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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