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Blog

03
Oct

Good Credit Doesn’t Mean Your Nest Egg Is Safe From Bill Collectors | Sacramento Trust Lawyer

You’ve worked hard. You’ve built up a nice nest egg. Do you need to worry about creditors getting their hands on it?

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10
Sep

Rancho Cordova Trust and Estates Attorney Says, “Don’t Sign-Up For That Pre-Paid Funeral Until You Ask These Questions!”

Choosing your funeral home and making your arrangements so that your loved ones won’t have to really shows that you care about them.

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03
Sep

Sacramento Wills and Trusts Attorney Urges: Don’t Forget to Name a Beneficiary on your Retirement Accounts

A qualified Sacramento wills and trusts attorney can help sort out the requirements and ensure that your estate planning best reflects your wishes.

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05
Aug

How a Sacramento Wills and Trust Lawyer Can Help You Create Your Legacy

When it comes to estate planning, people generally think about death or taxes. But what people don’t realize is how a Sacramento wills and trust attorney can help you develop the legacy you wish to leave behind.

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26
Jul

Probate Attorney in Sacramento Answers, “Should I pre-pay for my funeral or have it come out of my estate?”

One option for making sure that your funeral costs are close to the amount that you want to spend is to give your family a strict budget for things like a casket, cremation, funeral services and burial.

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22
Jun

The Role of a Trust Administrator in Sacramento

As a lawyer with extensive trust administration experience in Sacramento, I have seen that the death of a loved one, especially if that person is a spouse or parent, is one of the most difficult periods in a person’s life.

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15
Jun

Gold River Wills & Estates Lawyer Asks, “Do your heirs know where to find your Will?”

You put a lot of time and thought into planning your estate and creating a sound Last Will and Testament, but let me ask you one important question today: Do your kids or heirs know where it is?

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09
Jun

Will Lawyer In Gold River Warns About Matching Beneficiaries to Those Named in Your Will or Trust

As a will lawyer in Gold River, I have unfortunately seen many circumstances where a person goes through the time and expense of having an estate plan done, only to fail to update their beneficiaries on financial or retirement accounts before they pass away.

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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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