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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

My wife, Sue and I really appreciate the concern and care Heather took in doing our estate planning. It has given us peace of mind. Heather keeps us informed of the latest changes in the laws that we might want to consider. We highly recommend her and the Chubb Law Firm.
Ray

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