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Modern Estate Planning Blog

Elder Law & Special Needs Planning

11
Feb
11
Feb

Which assets do not go through probate in Sacramento County?

Probate is a court process in Northern California that facilitates the legal transfer of assets from a deceased person to their named beneficiaries or heirs.

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11
Feb
11
Feb

Prenup 101: The Basics of the Prenuptial Agreement in Sacramento, CA

Prenuptial agreements tend to get a lot of attention when it comes to celebrity divorces, but there are plenty of non-famous people who are opting into this type of contract.

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30
Jan
30
Jan

Fair Oaks Elder Lawyer: How To Tell If Your Loved One’s Finances Are Out of Control

Elder law attorneys in Sacramento County specialize in bridging the generations, and because of that, we understand many of the nuances that create a disconnect between adult children and their aging parents.

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30
Jan
30
Jan

When Mental Decline Derails Your Estate Plan | Sacramento Wills and Trusts

Estate planning attorneys in Sacramento can tell you that there is little that is as frustrating as someone who waits until it’s “too late” to start the estate planning process.

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23
Jan
23
Jan

Learning From Steve Jobs: How to Keep Your Financial Affairs Private After Death

Estate planning lawyers across the nation agree that trusts offer many benefits and protections that simple wills do not.

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23
Jan
23
Jan

Protect The Rights of Your Partner With a Life Estate In California

If a married person passes away without a will in place, there is a good chance that someone he or she trusts (i.e., the spouse) will be able to step in and have a fair amount of say in what happens.

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17
Jan
17
Jan

Why Proper Estate Planning is a Gift in and of Itself | Sacramento Wills and Trusts

Far too many people view estate planning as a way to bequeath “gifts” to future generations.

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17
Jan
17
Jan

Ask a Fair Oaks Wills and Trusts Lawyer: What Do I Do With My Vacation Home?

Vacation homes can create some interesting estate planning situations, and wills and trusts lawyers in Sacramento are privy to quite a few of these circumstances.

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16
Jan
16
Jan

California Attorney Answers, “Should I transfer my home to my kids to protect it if I should need nursing home care?”

California treats the transfer of the home different than any other state. In all states the home is an exempt asset for Medi-Cal (Medicaid) qualification purposes

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09
Jan
09
Jan

New Estate Planning Law in California is Good News for Those with Smaller Estates

Generally speaking, it makes sense for just about everyone to spend some time with a Sacramento estate planning lawyer to look over their assets and plan for the future.

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09
Jan
09
Jan

Estate Planning Mistakes to Avoid in Northern California

There are some common estate planning mistakes that seem to be made over and over again, and a good attorney will help steer you clear of these pitfalls.

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03
Jan
03
Jan

What is the Difference Between Medicare and Medi-Cal?

There is a very large difference between Medicare and Medi-Cal (Medicaid) and people confuse the two all the time. Which program is which and what do they cover?

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27
Dec
27
Dec

Estates Attorney in Sacramento County Offers Tips for Paying Your Grandchild’s College Tuition

The increasing cost of college tuition has sent many people running to their estate planning attorneys to discover the most strategic, tax-friendly ways to meet their children or grandchildren’s future education needs.

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27
Dec
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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20
Dec
20
Dec

Sacramento Newlywed Planning and the Prenuptial Agreement

A skilled prenup lawyer in Sacramento or El Dorado County can help you quickly and effectively put together a prenup that fits your specific situation.

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20
Dec
20
Dec

Estate Planning is Not Just for Elderly Fair Oaks Residents

Many people in Fair Oaks have a limited understanding of what estate planning is all about.

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07
Dec
07
Dec

Ask a California Probate Attorney: What Are All These Estate Planning Terms?

Probate attorneys in California work extensively with wills and trusts and in situations where one was never created. But for the typical citizen, these topics can seem quite mysterious.

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07
Dec
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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05
Dec
05
Dec

Fair Oaks Elder Law Attorney’s Advice on Helping Parents Create an Estate Plan

Estate planning is a sensitive subject for many people, especially when it comes to helping mom or dad with their planning.

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05
Dec
05
Dec

Sacramento Guardianship Attorney Explains How To Financially Provide For Your Spouse and Children If Something Tragic Happens To You

From family members to friends who pass on advice and hand-me-downs, it really does take a village to raise a child, but when it comes to estate planning, it’s completely up to you to determine what is best for your 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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