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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
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    • Living Trusts
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    • Naming a Guardian for Your Child
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    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
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Estate Planning Post-Divorce

Posted on April 30, 2023
Estate Planning Post-Divorce Continue reading…

When Should You File to Pass the Means Test?

Posted on April 30, 2023
When Should You File to Pass the Means Test? Continue reading…

When Should I Start Creating a Business Succession Plan?

Posted on March 28, 2023
When Should I Start Creating a Business Succession Plan? Continue reading…

Life Events that Call for an Update on Your Estate Plan

Posted on March 28, 2023
Life Events that Call for an Update on Your Estate Plan Continue reading…

Properly Planning Your Aging Parents’ Care

Posted on February 17, 2023
Properly Planning Your Aging Parents’ Care Continue reading…

Why You Shouldn’t Put Off Estate Planning Until Your Retirement

Posted on January 25, 2023
Why You Shouldn’t Put Off Estate Planning Until Your Retirement Continue reading…

How Do Inheritance Taxes Differ from an Estate Tax?

Posted on January 9, 2023
How Do Inheritance Taxes Differ from an Estate Tax? Continue reading…

Estate Planning Tips for Blended Families

Posted on January 9, 2023
Estate Planning Tips for Blended Families Continue reading…

How New Parents Can Benefit from Creating a Will

Posted on November 29, 2022
How New Parents Can Benefit from Creating a Will Continue reading…

How to Know If a Trust Is a Good Option in Your Estate Plan

Posted on November 29, 2022
How to Know If a Trust Is a Good Option in Your Estate Plan 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
    • 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
    • Coachella Valley
    • Cathedral City
    • Indian Wells
    • Indio
    • Rancho Mirage
    • Palm Desert
  • 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
    • 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
    • Coachella Valley
    • Cathedral City
    • Indian Wells
    • Indio
    • Rancho Mirage
    • Palm Desert
  • FAQs
    • Estate Planning
    • Living Trusts
    • Estate Taxes
    • Planning for Incapacity
    • Special Needs Planning
  • Blog
  • About
  • Contact