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  • Practice Areas
    • Estate Planning
    • Living Trusts
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Category: Estate Planning

Return home Estate Planning Page 9

Estate Planning for a Loved One with Dementia

Posted on March 25, 2020
Dementia is a word used to explain a set of symptoms such as memory loss, a decline in problem-solving skills, and unclear thinking. It serves as the umbrella term to a number of diseases. One such disease that can be considered a type of dementia is Alzheimer’s disease. In...
Estate Planning for a Loved One with Dementia Continue reading…

California Probate Court and Mandatory E-Filing

Posted on March 11, 2020
We’re now living in an Amazon world. What was once done in person is now done online. We use our computers and electronic devices to do just about anything and everything. One such thing that has also migrated to an electronic format: forms. Many industries now rely upon electronic filings, commonly referred to as...
California Probate Court and Mandatory E-Filing Continue reading…

Estate Planning Tools Every California Resident Should Consider

Posted on January 22, 2020
Most of us know that it is very important to have a Will. For many, this is a necessary document for estate planning. But while Wills are in fact an important estate planning document, they are not the only important part of an estate plan. Estate planning involves a variety of legal documents...
Estate Planning Tools Every California Resident Should Consider Continue reading…

What New Homeowners Should Know When Planning Their Estate

Posted on December 11, 2019
Your home is one of – if not the – most expensive assets that you will ever own. It is for this reason that it is imperative that you understand which legal documentation to complete in order to ensure that it can be transferred properly to your intended heirs after you pass. ...
What New Homeowners Should Know When Planning Their Estate Continue reading…

Don’t Forget to Include Your Digital Assets in Your Estate Plan

Posted on November 13, 2019
Some of the most important documents to execute during your lifetime are those that help create an all-inclusive estate plan. Having a comprehensive estate plan helps to ensure that your wishes are carried out when you are incapacitated or deceased. While estate plans include a large number of physical...
Don’t Forget to Include Your Digital Assets in Your Estate Plan Continue reading…

What to Know if a Person’s Estate Goes to Probate

Posted on October 16, 2019
Losing a loved one can prove devastating. When you are dealing with such strong emotions and putting one foot in front of the other, you probably don’t want to have to deal with figuring out their estate – let alone if it goes to probate. 

Probate is a legal process in which a court-appointed executor...
What to Know if a Person’s Estate Goes to Probate Continue reading…

What Is a Special Needs Trust?

Posted on October 7, 2019
Estate plans help us to take care of others and ourselves when we are not in a place to be able to do so ourselves. Whether due to incapacitation or death, we always want to be sure that our loved ones and ourselves will best be protected. This holds an even more important meaning...
What Is a Special Needs Trust? Continue reading…

Supporting Your Companion Animals After You’re Gone

Posted on September 12, 2019
Studies have shown that companion animals help us to reduce stress and blood pressure, and allow us to live longer. They are the ones waiting by the door every time you return, only to greet you with unconditional affection. That is why although they are our companion animals, many of us consider them...
Supporting Your Companion Animals After You’re Gone Continue reading…

Gifting Your New Spouse With An Estate Plan

Posted on September 9, 2019
From bank accounts to taxes, to purchasing a home, as couples embark on the journey of marriage, there are many aspects of each individual’s life that become joined. However, one aspect that most newlyweds don’t think about is the creation of an estate plan.

Regardless of each individual’s age, sex, sexual orientation, gender-identity or...
Gifting Your New Spouse With An Estate Plan Continue reading…

Estate Planning for Same-Sex Couples

Posted on August 12, 2019
You can create an estate plan for you and your significant other – regardless of whether or not you are legally married. This applies not only to heterosexual couples but for gay couples as well.  The good news is that estate planning for same-sex couples doesn’t have to be overwhelming or difficult to understand....
Estate Planning for Same-Sex Couples 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
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    • Cathedral City
    • Indian Wells
    • Indio
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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