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How to Fund Your Trust for the Future

If you have created a trust, you have already achieved a huge accomplishment in getting your ducks in a row and ensuring peace of mind for you and your loved ones. However, the creation of your trust is really only the first step in securing your finances for the future.

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Folsom Estate Planning Lawyer: How to Use Trusts to Protect Your IRA from an Irresponsible Child

A lot of parents come into our Folsom estate planning law firm with mixed feelings about passing on the balance of their retirement accounts to their children when they die someday.

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Sacramento County Trust Lawyer: You May Need Two Guardians for Your Minor Children

People often struggle with deciding who will serve as guardian for their minor children if they pass away. Sometimes, the family situation requires naming not just one guardian, but two.

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Thinking of Adding Your Child to Your Bank Account? Just Don’t Do It.

It seems like common sense to be adding your child to your bank account so they can help with paying bills. This is convenient, but what people often don’t realize is that the child will have more authority than to just sign checks.

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Folsom Will and Trust Lawyer: Family Feuds Are Funny On TV – But Not So Much in Real Life

Nearly every week, we receive calls from family members who are upset about a deceased loved one’s estate. Unlike in TV shows, real-life family feuds are no fun.

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Folsom Will and Trust Lawyer: Sell the House, or Keep It for the Kids?

Like many Americans, your home is probably your largest asset. However, if you have children who have grown and moved away, you’re left with an empty nest, quiet and big. You may be torn between keeping the house and passing it to your children someday or selling it.

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How to Tell Grandma That Someone Else Will Be Your Child’s Guardian | Folsom Will Lawyer

If you have minor children, one of the most critical parts of your estate plan will be appointing a guardian to take care of them if something should happen to you. If you are lucky, you and your spouse have several great relatives to choose from.

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Folsom Will Lawyer Offers Essential Estate Planning Considerations for Parents

Being a responsible parent is usually associated with car seats, safety gear, homework reminders for grade schoolers and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own.

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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.

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