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Modern Estate Planning Blog

Elder Law & Special Needs Planning

08
Jul
08
Jul

An Estate Planning Lawyer’s Advice When Divorcing in Sacramento, CA

When getting a divorce, it seems like there’s no end to the paperwork. One task that is far too often overlooked by those in the Sacramento area is making an appointment with their estate planning lawyer.

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06
Jul
06
Jul

Solid Retirement Planning with an Estate Planning Attorney in Fair Oaks, CA

Perhaps one of the best reasons to hire an estate planning attorney in Fair Oaks, CA is because of what they can do to help with retirement planning.

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05
Jun
05
Jun

What Does a Sacramento Estate Planning Lawyer Do to Protect Your Will From Being Contested?

While it doesn’t happen in real life as often as it does in the movies and on soap operas, Sacramento wills and trusts lawyers do sometimes have to deal with a contested will.

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03
Jun
03
Jun

Solid Retirement Planning with an Estate Planning Attorney in Sacramento County

Perhaps one of the best reasons to hire an estate planning attorney in Sacramento County is because of what they can do to help with retirement planning.

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28
May
28
May

Trustee Fees as Part of Special Needs Planning in Sacramento

In order to ensure proper use of funds, Sacramento special needs planning lawyers help their clients choose a trustee.

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26
May
26
May

Make Your Estate Plan Go Further with a Stretch IRA

One of the important things to discuss with your Fair Oaks estate planning lawyer is the topic of your IRA.

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15
May
15
May

Bad Estate Planning Decisions Can Be a Royal Pain

Always work with your estate planning lawyer to double check the language and legality of any amendment to your estate plan.

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11
May
11
May

Sacramento Elder Law Attorney: When You Must Manage Your Elderly Parent’s Finances

Elder law attorneys in Sacramento often find themselves advising adult children of the elderly on the intricacies of managing their parents’ finances.

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08
May
08
May

Finding a Qualified Elder Law Attorney in Fair Oaks, CA

As the need for elder law attorneys in Fair Oaks, CA grows, it’s important for people to understand what they should expect from this type of professional.

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09
Apr
09
Apr

7 Signs that It’s Time to Update Your Estate Plan

Your life and circumstances will likely change over the years, and you’ll want your estate plan to change accordingly.

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07
Apr
07
Apr

Business Planning Attorneys in Sacramento Recommend Living Trusts

Sacramento business attorneys see again and again how folks under appreciate just what they can do to protect their businesses through estate planning.

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13
Mar
13
Mar

The Infamous Prenup and the Fair Oaks Lawyers Who Create Them

Most often the term prenuptial agreement comes up when some celebrity split is splashed across the tabloids.

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13
Mar
13
Mar

Make Your Wishes For Your Facebook Account Known Using The Legacy Contact Feature

As our lives become increasingly digital, more and more of the assets we accumulate are based in technology or created online.

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12
Mar
12
Mar

Estate Planning Concerns for Young Professionals in Fair Oaks – Part II

There is one final must-have document for the young professional -- Last Will and Testament

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10
Mar
10
Mar

Make Sure Your Step Children are Cared for in Your Sacramento Estate Planning

For those who love their stepchildren as their own, it may come as a surprise that this bond isn’t enough when it comes to estate planning in California.

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30
Jan
30
Jan

The Role of Sacramento Wills and Trusts Lawyers When You Move to a New State

Trusts lawyers in Sacramento have the important job of helping their clients create a legacy that is compliant with a number of different laws.

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28
Jan
28
Jan

Estate Planning Concerns for Young Professionals in Sacramento, CA – Part I

Sacramento estate planning for young professionals? Perhaps nothing about the word “young” makes you think of the need for estate planning.

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09
Jan
09
Jan

Can You File For Probate In Sacramento or El Dorado County Without An Attorney?

In Sacramento or El Dorado County, CA, it’s not legally required for you to hire a probate lawyer after the passing of a loved one, but that doesn’t mean it’s not a good idea.

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06
Jan
06
Jan

A Sacramento Special Needs Attorney’s Take on the ABLE Act and New Savings Opportunities for Disabled Individuals

Thanks to a new law passed in Congress last month, disabled individuals will no longer have to choose between saving a small nest-egg for future care expenses or preserving long-term eligibility for low-income benefits such as Medicaid or Supplemental Social Security Insurance (SSI).

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09
Dec
09
Dec

Fair Oaks Trust Lawyer: How to Protect Inherited IRAs From Future Bankruptcy

Fair Oaks trust lawyers are abuzz following a recent US Supreme Court decision that will have big implications for clients.

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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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