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Blog

20
May

Using the “QTIP” Trust as an Estate Planning Tool in Fair Oaks, CA

As is true throughout the country, families here in the Sacramento area come in all shapes and sizes.

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23
Apr

When a Family Crisis Strikes, Will You Get Stuck Cleaning Up The Legal and Financial Mess?

For most people, creating a will or trust is about protecting their family and making things as easy as possible for their loved ones if the unthinkable happens.

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25
Mar

Keeping Your Wills and Trusts Updated | Fair Oaks Estate Planning Tips

It’s always a great feeling when a new client meets with a wills and trusts attorney in order to get started on his or her estate planning.

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18
Mar

Facing Uncomfortable Issues With Your Trust and Estates Lawyer in Fair Oaks

Any trust and estates lawyer in Fair Oaks can tell you that they have to ask their clients a lot of very uncomfortable questions.

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14
Jan

Trust Lawyer in Fair Oaks Answers, “How Much Do You Need to Save for Retirement?”

If you’re like 70% of people in the US who have a retirement plan, you still haven’t worked with a professional such as a trust lawyer in Fair Oaks in order to determine how much money you really need to save.

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25
Nov

Advice on Safe Deposit Boxes from a Fair Oaks Will and Trust Attorney

Once you’ve gone through your will and trust attorney in Fair Oaks, you’ve likely become aware of just what valuables you have.

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11
Oct

Planning for the Future with a 529 Plan | Sacramento Trusts and Estates

If you already have children or are making plans to grow your family, it makes sense to consider a 529 plan.

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04
Oct

Revoking a Will in the Sacramento Estate Planning Process

There are many reasons why clients choose to revoke a will - family circumstances change, financial situations change, even minds get changed.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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