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Modern Estate Planning Blog

Elder Law & Special Needs Planning

28
Aug
28
Aug

Fair Oaks Estate Planning Advice Regarding Whole Life and Term Insurance

When it comes to estate planning, there is plenty of room for confusion and why it’s smart to work with an attorney who is familiar with local, state and federal laws vs. doing it yourself.

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28
Aug
28
Aug

Things That Can Slow Down the Sacramento County Probate Process

Probate itself is a process that the state has set up in order to legally disperse your estate in the absences of trusts or estate planning.

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24
Aug
24
Aug

Finding the Right Special Needs Attorney in Sacramento

There are a lot of considerations that need to be made when it comes to Sacramento special needs planning, and you want to be sure you have an attorney who is well-versed in your options.

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24
Aug
24
Aug

Sacramento Elder Lawyer Perspective: Legal Concerns for Caregivers

Elder lawyers in Sacramento work not just with our older clients, but also with their caregivers.

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10
Aug
10
Aug

Sacramento Estate Planning for Generation X

When you think of Generation X, what comes to mind? Many of us fondly remember flannel shirts, grunge music and movies like Reality Bites.

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10
Aug
10
Aug

Sacramento Wills and Estates Lawyer Answers, “What Happens to a Person’s Debts When They Die?”

Mortgages, loans, credit cards, even medical bills…nearly every wills and estates lawyer in Sacramento is asked about what happens to a person’s debt when they die.

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24
Jul
24
Jul

What Happens If My Heir Dies Before I Do in Sacramento?

What happens when you outlive an heir? What becomes of the inheritance you wanted to be passed on to him or her?

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24
Jul
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
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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11
Jul
11
Jul

July Is National Sandwich Generation Month: 5 Ways To Help Aging Parents Plan For The Future

As our parents get older and begin to lose their independence, many will turn to their adult children to help them navigate the complicated and costly world of long-term care.

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11
Jul
11
Jul

Prepare Now For Year-End Changes to Estate Tax Laws

Preparing for estate tax changes now is critical for high-net worth individuals, but also for middle-class families, too.

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20
Jun
20
Jun

Naming a Pet Guardian as Part of Your Estate Planning in Sacramento

No matter how much you love your pets and feel that they are “part of the family,” they are generally seen as property by the Sacramento County courts and are therefore treated accordingly.

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20
Jun
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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11
Jun
11
Jun

Work with an Elder Law Attorney to Avoid Living Trust Scams in Sacramento

There is a growing trend for scam artists targeting older people by preying on their fears about what will happen to their estates.

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05
Jun
05
Jun

Sacramento Estate Planning for the Not-So-Wealthy

Many people simply assume that estate planning is something that only wealthy people need to do. They hear about “trust funds” and “estate taxes” and believe that these things only apply to the super-rich.

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05
Jun
05
Jun

The Importance of Early Estate Planning for Those with Degenerative Diseases

Estate planning attorneys in Fair Oaks have to walk a careful line with clients. After all, no one really wants to think about their own death.

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25
May
25
May

4 Legal Documents To Amend After Your Divorce in Sacramento

While your will, trust, and medical directives may not be the first things that come to mind during the often heart-wrenching process of divorce, they are something that truly needs to be considered.

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25
May
25
May

Your College Student and Estate Planning in Fair Oaks

Sure, it seems a little counter-intuitive to think that a college student needs an “estate” plan, but there are some really important legal documents that parents need to keep in mind.

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09
May
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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09
May
09
May

Creating a Temporary Guardianship for Your Minor Child in Sacramento

Estate planning lawyers in Sacramento County work daily with families who want to use their wills and trusts to set up guardianships for their minor children.

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CLIENT Story

Heather was wonderful. She explained, in understandable terms, why it is important to establish an estate plan. I never realized what would happen, without a plan in place, and we could not bear the thought of our child in arms of absolute strangers while the court system sorted out his future.
Meri

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