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Blog

21
Sep

The Role of the Personal Representative in Sacramento

The person whom trust and estates attorneys have long referred to as the “executor” has now been given an alternative name when managing your estate, the “personal representative.”

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24
Jul

Planning Operating Expenses into Your Wills and Trusts Administration In Fair Oaks

When working with a wills and trusts administration lawyer here in Fair Oaks, CA, there are certain things you likely already have in mind.

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11
Jul

Determining the Best Trustee with Your Wills and Trusts Lawyer in Sacramento

If you’ve decided to create a trust, one of the first things that your Sacramento wills and trusts lawyer will help you do is to determine who would be the best choice as trustee.

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20
Jun

Trust Lawyer in Fair Oaks Answers, “What is a Conservatorship or an Adult Guardian?”

A conservatorship in Sacramento or El Dorado County is ordered by the courts in cases where an individual is unable to make his or her own decisions—typically as they relate to finances and healthcare.

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09
May

Wills vs Trusts in Sacramento – Which Do You Need?

Estate planning with an attorney in Northern California is an important step to making sure that your assets will be distributed the way you would like after your death.

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16
Apr

Working with a Trust Lawyer in Fair Oaks to Set Up a Charitable Trust

Trusts lawyers in Fair Oaks understand that there are a number of reasons why our clients might choose to create a charitable trust, and our job is to set them up in the way that best meets their needs.

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17
Mar

Considerations for Snowbirds from a Sacramento Trust Attorney

For many people, the "snowbird" lifestyle is the perfect retirement, and it rarely comes to mind that this lifestyle requires a little extra preparation with your estate planning attorney.

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17
Mar

Executing a Will in Fair Oaks: What Are The Guidelines for Witnesses?

Those who provide wills and trust administration in Fair Oaks, CA, field a variety of questions.

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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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