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Return home Heritage Legal
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
  • Practice Areas
    • Estate Planning
    • Living Trusts
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    • Durable Power of Attorney
    • Intestate Succession Laws
    • Spendthrift Trusts
    • Naming a Guardian for Your Child
    • Family Law
    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
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How to Set Up a Trust That Protects Your Kids if the Unexpected Happens

Posted on August 11, 2025
How to Set Up a Trust That Protects Your Kids if the Unexpected Happens Continue reading…

Keeping Your Family Out of Probate Court With a Thoughtful Estate Plan

Posted on August 4, 2025
Keeping Your Family Out of Probate Court With a Thoughtful Estate Plan Continue reading…

Why Power of Attorney Is Essential If You Work in a Dangerous Job

Posted on July 31, 2025
Why Power of Attorney Is Essential If You Work in a Dangerous Job Continue reading…

Estate Planning for High-Net-Worth Individuals in Palm Springs

Posted on June 11, 2025
Estate Planning for High-Net-Worth Individuals in Palm Springs Continue reading…

How to Create a Special Needs Trust for Your Loved One in Palm Springs

Posted on June 11, 2025
How to Create a Special Needs Trust for Your Loved One in Palm Springs Continue reading…

The Rise of Digital Businesses and Their Estate Planning Challenges

Posted on June 11, 2025
The Rise of Digital Businesses and Their Estate Planning Challenges Continue reading…

How Estate Taxes Affect Small Business Owners

Posted on May 29, 2025
How Estate Taxes Affect Small Business Owners Continue reading…

The Importance of Updating Beneficiary Designations in California Blended Families

Posted on May 29, 2025
The Importance of Updating Beneficiary Designations in California Blended Families Continue reading…

Protecting Your Estate from Litigation: Trust Strategies for Palm Springs Residents

Posted on May 29, 2025
Protecting Your Estate from Litigation: Trust Strategies for Palm Springs Residents Continue reading…

Probate and Small Estates: Does Your Estate Qualify for Simplified Procedures?

Posted on May 29, 2025
Probate and Small Estates: Does Your Estate Qualify for Simplified Procedures? Continue reading…
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Return home Heritage Legal
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
Return home Heritage Legal
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
  • Practice Areas
    • Estate Planning
    • Living Trusts
    • Probate / Estate Administration
    • Living Wills
    • Trusts for Minors
    • Durable Power of Attorney
    • Intestate Succession Laws
    • Spendthrift Trusts
    • Naming a Guardian for Your Child
    • Family Law
    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
  • Articles
    • Estate Planning Articles
    • LGBT Articles
  • LGBTQ
    • Overview
    • Resources
  • Testimonials
  • Upload
  • Locations
    • Palm Springs Service Area
    • Coachella Valley Service Area
    • Cathedral City Service Area
    • Indian Wells Service Area
    • Indio Service Area
    • Rancho Mirage
    • Palm Desert Service Area
  • FAQs
    • Estate Planning
    • Living Trusts
    • Estate Taxes
    • Planning for Incapacity
    • Special Needs Planning
  • Blog
  • About
  • Contact
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  • Practice Areas
    • Estate Planning
    • Living Trusts
    • Probate / Estate Administration
    • Living Wills
    • Trusts for Minors
    • Durable Power of Attorney
    • Intestate Succession Laws
    • Spendthrift Trusts
    • Naming a Guardian for Your Child
    • Family Law
    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
  • Articles
    • Estate Planning Articles
    • LGBT Articles
  • LGBTQ
    • Overview
    • Resources
  • Testimonials
  • Upload
  • Locations
    • Palm Springs Service Area
    • Coachella Valley Service Area
    • Cathedral City Service Area
    • Indian Wells Service Area
    • Indio Service Area
    • Rancho Mirage
    • Palm Desert Service Area
  • FAQs
    • Estate Planning
    • Living Trusts
    • Estate Taxes
    • Planning for Incapacity
    • Special Needs Planning
  • Blog
  • About
  • Contact