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Modern Estate Planning Blog

Elder Law & Special Needs Planning

21
Jul
21
Jul

Sacramento Will Lawyers: How to Handle the Disposition of Your Remains

Funeral planning is not a pleasant experience, especially when you’re pre-planning your own. But Sacramento will lawyers stress that it’s important to have your wishes in writing for after you pass away,

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13
Jul
13
Jul

Parents of Children with Disabilities: These 4 Critical Components Should Be Part of Your Sacramento Special Needs Plan

When you have a child that may require a lifetime of assistance and care, extra attention must be given to planning their future.

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07
Jul
07
Jul

What You Should Know About California’s New Right-to-Die Law | Folsom Will Attorney

Under a new law, a patient may request the necessary drugs from a doctor that will end their life, under certain conditions.

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06
Jul
06
Jul

Folsom Trust Lawyer: Consider Using a Trust to Protect Your Child’s Inheritance from Divorce

You’ve worked hard to leave your children a financial legacy, and the last thing you want is for half of your child’s inheritance to walk out the door with an ex-spouse if he or she gets divorced someday.

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29
Jun
29
Jun

Folsom Estate Planning Lawyers: 3 Estate Planning Mistakes to Avoid

Recent studies have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last five years.

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22
Jun
22
Jun

Sacramento County Special Needs Lawyer: Will Receiving an Inheritance Cause Me to Lose My Government Benefits?

As a Sacramento County special needs lawyer, I often receive questions about whether individuals with disabilities can continue to receive benefits after receiving an inheritance.

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16
Jun
16
Jun

Folsom Wills and Trusts Lawyer: What is a Pour-Over Will?

Most people are familiar with a basic Last Will and Testament, but very few people in Folsom know what a Pour-Over Will is.

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16
Jun
16
Jun

Sacramento Estate Planning Attorney: What’s the Difference Between an Executor and a Power of Attorney?

One of the many questions Sacramento estate planning lawyers get asked is “how long is a Power of Attorney in effect?”

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09
Jun
09
Jun

Sacramento County Business Owners: 5 Benefits that Estate Planning Can Provide You

Creating and building a successful business in Sacramento County is incredibly difficult and maintaining that success is just as challenging.

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09
Jun
09
Jun

Folsom Will and Trust Lawyer: Should My Will Have Co-Executors?

When making an estate plan and Last Will and Testament, many people have a difficult time deciding who should be the Executor of their estate.

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29
May
29
May

Compensation for Being Your Parent’s Caregiver | Folsom Elder Law Attorney

If you are providing care to your aging parent, you are probably doing it without being asked and without compensation.

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26
May
26
May

Folsom Elder Law Attorney: Having THAT Conversation with an Elderly Parent

Many of us are lucky enough to have our parents around long enough for them to know their grandchildren and great-grandchildren.

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15
May
15
May

Ask a Folsom Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

A long-lost child appears after the death of their parent. This is an alarming situation for so many reasons, but people often wonder if that child has a claim against the deceased’s estate.

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12
May
12
May

Stop! Don’t Transfer Ownership of Your Home without Understanding These 6 Hazards

Many people believe that it would be easier for their loved ones if they transferred ownership of their home before they need to.

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29
Apr
29
Apr

The REAL Reason Prince Didn’t Have a Will… And Why YOU Might Have the Same Problem, Too

Following the shocking death of Prince, folks across the country were equally shocked to learn that the musical genius died without a Will or Trust in place to deal with the distribution of his fortune and valuable music catalogue when he passed away.

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20
Apr
20
Apr

Soon-to-Be Parents – Here’s One More New Thing to Learn! | Sacramento Guardianship Lawyer

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined.

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06
Apr
06
Apr

Ask a Sacramento Probate Lawyer: “My Mother Just Passed Away. What Paperwork Do I Need?”

After the loss of a loved one, there’s so much to do. You need to communicate with family members, plan the funeral, and begin the process of settling the estate.

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30
Mar
30
Mar

Folsom Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you think is a wonderful gift can turn into their worst nightmare if you are not careful.

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24
Mar
24
Mar

Sacramento County Will Lawyers: How to Disinherit an Heir

You might be considering disinheriting someone. It may be a tough decision, but here’s what you should know about cutting someone off from receiving an inheritance from you.

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22
Feb
22
Feb

Parents Died Within 24 Hours of Each Other– Was There a Plan? | Sacramento County Guardianship Lawyer

In 2016, a young couple, parents of six, died within 24 hours of each other. Can you imagine suddenly having the responsibility of raising six additional children?

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Free Resources

CLIENT Story

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon

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