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Modern Estate Planning Blog

Elder Law & Special Needs Planning

29
Aug
29
Aug

How to Contest a Will in Sacramento

Despite the best efforts of wills and trusts lawyers in Sacramento, there are times when a will is challenged.

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26
Aug
26
Aug

Scam Alert! Scam Involving Property Deeds

Several times of the last few weeks we have received calls from frantic clients who have received an official-looking letter from “Property Transfer Services” that contains language indicating that some transfer of their property had taken place.

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22
Aug
22
Aug

What Happens To An Inheritance If You File Bankruptcy In California?

A client visited me last week to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken.

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12
Aug
12
Aug

Do You Need a Prenup Lawyer in Sacramento?

When we think of visits to a Sacramento prenup lawyer, it’s likely that we’re thinking about celebrity marriages or perhaps extremely wealthy families.

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05
Aug
05
Aug

Should Facebook Play Into Estate Planning For Sacramento Residents?

Will and Estate lawyers in Sacramento have always had to keep up with the times, and this is just as true in California as it is anywhere else.

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30
Jul
30
Jul

Will and Estate lawyers in Sacramento have always had to keep up with the times, and this is just as true in California as it is anywhere else.

Will and trust lawyers in Fair Oaks, CA recognize that there is no one-size-fits-all approach to estate plans. Every situation is different, and each person needs individualized attention.

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24
Jul
24
Jul

Sacramento Estate Planning Tips for New Mothers

When you have a new baby, a visit to the estate planning lawyer isn’t usually very high on your priority list. Really, though, it should be.

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08
Jul
08
Jul

What Does a Probate Lawyer in Sacramento Do?

Oftentimes, a person isn’t even aware of what a probate lawyer in Sacramento does until he or she is in need of one.

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02
Jul
02
Jul

Estate Planning and Divorce in Sacramento

When a divorce—also called a dissolution of marriage—is imminent, meeting with an estate planning attorney in Sacramento is likely not at the top of anyone’s list of things to do.

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28
Jun
28
Jun

Continuing Legal Concerns For California Same-Sex Couples Following The Overturn of DOMA and Proposition 8

In a landmark 5-4 decision, the Supreme Court paved the way on Tuesday for marriage equality by overturning section 3 of the Defense of Marriage Act (DOMA) which defines marriage between a man and a woman on the federal level.

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31
May
31
May

Who Needs to Consider Trusts for their Children in Sacramento

There are a lot of reasons to consider setting up trusts for your children, but trust and estates lawyers in Sacramento see far too many cases where this just isn’t done.

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27
May
27
May

Sacramento Guardianship Attorney Advises Couples to Include Frozen Embryos and other Genetic Material

When it comes to estate planning, children are one of the biggest reasons that couples turn to a Sacramento guardianship attorney in the first place.

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22
May
22
May

Sacramento Estate Planning Includes Creating Your Legacy

One of the most overlooked aspects of estate planning is the opportunity to create your legacy.

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20
May
20
May

Using the “QTIP” Trust as an Estate Planning Tool in Fair Oaks, CA

As is true throughout the country, families here in the Sacramento area come in all shapes and sizes.

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07
May
07
May

Estate Planning for Single Parents in Fair Oaks, CA

Single parents tend to work hard for their children, so it’s no wonder that those in Fair Oaks and the greater Sacramento area want to protect the children they could leave behind should the adult be killed or become incapacitated.

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02
May
02
May

Estate Planning for Same-Sex Couples in Sacramento

All across the nation, states and communities are struggling with their views on same-sex marriage.

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29
Apr
29
Apr

Estate Planning for Retirement in Sacramento

Estate planning lawyers in Sacramento encourage individuals of all age to get involved in their future planning. The truth is, many people put this important process off until later in life.

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23
Apr
23
Apr

When a Family Crisis Strikes, Will You Get Stuck Cleaning Up The Legal and Financial Mess?

For most people, creating a will or trust is about protecting their family and making things as easy as possible for their loved ones if the unthinkable happens.

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20
Apr
20
Apr

Credit Card Debt and Inheritance in Sacramento CA

When it comes to estate planning, many people are confused about what happens to their credit card debt when they die.

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05
Apr
05
Apr

Sacramento Elder Lawyer Advice: Create a Personalized Healthcare Directive

When a Sacramento elder lawyer’s clients enter a hospital or other medical facility, they have the peace of mind that comes from knowing their healthcare wishes will be made clear to the staff.

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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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