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Blog

15
Sep

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

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent.

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09
Aug

Folsom Estate Planning Attorney: Who Can Claim Death Benefits and How to Claim Death Benefits After the Loss of a Loved One

Money is usually the last thing that someone grieving over the loss of a loved one wants to think about. However, death comes with expenses, and most people haven’t taken the time to prepare for them.

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30
Jul

Help! I Inherited a Timeshare. Now What?!

Many people love timeshares. That is, the option to be a part owner of a property which is used for getaways and vacations.

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08
Jun

Actions Speak Louder than Words: When Will Oral Estate Agreements Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known.

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24
May

Folsom Will Lawyer: Types of Income You May Have Forgotten to Include in Your Will

When it comes to estate planning, most people think of streams of income that are typical, such as current employment, retirement plans, and bank accounts. These obviously need to be included. But, there are other, less obvious types of income that some people forget.

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20
Apr

Folsom Estate Planning Lawyer: No One Likes to Hear This, But Chances Are You Will Face Disability

When you are young, or even middle-aged, it is hard to imagine that you could experience a disability. But, studies confirm that many of us will face at least a temporary disability some time during our lives.

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08
Feb

Learn Why the New Federal Estate Tax Exemption Doesn’t Give You an Estate Planning “Pass”

Unless you were living under a rock, you most likely heard about the tax reform bill that was passed through Congress and signed by the President over the holidays.

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24
Jan

Adverse Possession and Estate Planning: Avoid Squatters On Your Family’s Inheritance!

What comes to mind when you think of “adverse possession,” if anything? Do you think of squatters taking over a vacant house or a person continually encroaching on their neighbor’s yard?

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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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