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Blog

08
Nov

Rebuilding Communities: How to Designate a Charitable Gift through Your Sacramento Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits.

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14
Sep

Folsom Will Lawyer: A Life Estate Can Prevent Your New Spouse and Adult Kids from Fighting Over Your House When You’re Gone

A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate.

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24
Aug

Estate Lawyer in Folsom: What Happens if I Don’t Have a Will?

Dying intestate, or without a will, is very common. If you die without a will, your property will go through Sacramento County probate and is then distributed according to California’s intestacy laws.

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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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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

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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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

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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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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