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  • Practice Areas
    • Estate Planning
    • Living Trusts
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    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
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Category: Estate Planning

Return home Estate Planning Page 7

Mistakes to Avoid When Writing Your Will

Posted on September 5, 2022
Even if you do not believe you have enough property to justify writing a will, a will can cover many matters unrelated to your property. For example, it can identify who will make healthcare decisions when you become incapacitated, designate guardians for your children, and convey your burial wishes. Because wills can be...
Mistakes to Avoid When Writing Your Will Continue reading…

Overcoming Common Fears About Passing Down Wealth

Posted on October 20, 2021
When you have worked hard over the course of your lifetime to accumulate wealth, you may worry about what will happen to it if you choose to pass it down. You may even have questions about who you wish to pass it down to. These are not uncommon fears that many people have as...
Overcoming Common Fears About Passing Down Wealth Continue reading…

Estate Planning? Don’t Forget Your Digital Assets

Posted on October 6, 2021
When you are establishing your estate plan it’s important that you remember to include all of your assets. And while this may seem easy, with more and more things turned digital, it is important not to forget about your digital assets. What Are Digital Assets? Digital...
Estate Planning? Don’t Forget Your Digital Assets Continue reading…

What to Know About Cash Availability Planning

Posted on September 8, 2021
Life is expensive. Money is necessary to help us in our daily lives. That’s why if you become disabled or pass away, your loved one may need to be able to access funds to continue to pay for necessities. But what can you do if all of the money is in your name or...
What to Know About Cash Availability Planning Continue reading…

Estate Planning for Single Californians

Posted on August 25, 2021
When most people think about creating an estate plan, they are focused on the distribution of their assets when they pass away. But when you are unmarried and have no children – or even no surviving family members – you may be wondering about the importance of still having a comprehensive estate plan. It’s...
Estate Planning for Single Californians Continue reading…

Three Big Things to Know About Your Debt When You Die

Posted on August 11, 2021
For most people, debt is an unfortunate part of life. But is it also a part of death? You may be wondering what happens to your debt after you pass away and whether it will impact your family. Here’s what you should know. When you die, all of your assets become...
Three Big Things to Know About Your Debt When You Die Continue reading…

Remarried? Top Tips for Estate Planning Among Blended Families

Posted on June 9, 2021
Divorce and remarriage are common and can certainly be for the best. However, blended families can make estate planning a bit more difficult. That’s why it’s so important to talk to your loved ones if you are thinking about getting married again. Here are the top tips for estate planning among blended families....
Remarried? Top Tips for Estate Planning Among Blended Families Continue reading…

What Is a Letter of Last Instruction?

Posted on May 19, 2021
There are a lot of things to consider when it comes to estate planning. While many people consider creating a will or a trust, they don’t often know of the possibility to create a Letter of Last Instruction. A will and a trust are legal documents that discuss...
What Is a Letter of Last Instruction? Continue reading…

Advance Health Care Directives and End-of-Life Decisions in CA

Posted on May 5, 2021
While sometimes a bit tough to think about, it’s really important to understand Advance Health Care Directives and end-of-life decisions. After all, everyone should be entitled to live their life as they choose, right down to the very end. There are two options when it comes to end-of-life decisions: to prolong life or...
Advance Health Care Directives and End-of-Life Decisions in CA Continue reading…

5 Reasons You May Want to Hire an Attorney After a Loved One Dies

Posted on March 3, 2021
When a loved one passes away and you find that you are a beneficiary of his or her estate, you may not know whether you need an attorney or not. While there may already be an attorney involved, he or she is likely acting in the interest of either the executor (if there is...
5 Reasons You May Want to Hire an Attorney After a Loved One Dies 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
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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