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27
Dec

Fair Oaks Trusts and Estates Attorney Encourages You To Prepare Heirs To Receive Their Inheritance

Many wealthy individuals face the dilemma of how to best prepare their children or grandchildren for their future inheritance.

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07
Dec

Should You Create a Separate Pet Trust in Your Estate Plan

Estate planning attorneys are adept at navigating a wide variety of situations when it comes to providing the right services for their clients.

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29
Nov

What’s in a Name? | Sacramento Trust Law Firm

When meeting with my Sacramento trust and estate planning clients, I have found that many are confused by the types of financial advisors to whom they have been referred.

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22
Nov

What Should I Include in my Letter of Intent? | Trusts and Estates Law Firm In Sacramento County

A Letter of Intent is a set of instructions for your family or personal representative designed to make the process of carrying out your wishes easier for your family.

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11
Nov

Trusts and Estates Attorney In Sacramento County Warns, “Don’t Leave Loved Ones Stuck Without the Passwords To Your Online Accounts”

As more and more of us are creating online lives, we are also conditioned to protecting our privacy using private passwords and login details. This extends to creating passwords for our computers and smartphones as well.

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02
Nov

A Sacramento Trust Attorney’s Take on the Qualified Personal Residence Trust

When visiting an estate planning attorney, Sacramento residents want to know what they can do to best protect their assets after their deaths.

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02
Nov

Wills and Estates Lawyer in Gold River Explains The Importance of Creating a Will Now

As a wills and estates lawyer in Sacramento County, it’s easy to see why so many people put off writing their wills. After all, no one really wants to think about their own death, let alone prepare for it.

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28
Oct

Sacramento Wills & Trusts Lawyer Asks, “Do You Need a Gun Trust?”

From pet trusts to special needs trusts, there are a variety of unique circumstances that need to be addressed in many people’s estate planning. One such concern is that of a gun trust.

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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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