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Heggstad Petitions Advanced Studies

You hopefully have read my last two posts about Heggstad petitions. Though brief I think they provide a nice overview of what a Heggstad petition is. I have many other blog posts on the topic though. Just check the box on the right and find the other ones! Today we are talking about complexities with […]

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California Probate Experts

We are a small law firm based in Sacramento but we can file probates in any, and EVERY, county in California.  We can “appear” telephonically by Court Call. This means we literally are heard by the Judge and the Court room and likewise we hear the proceedings live as they happen.  For probate Court matters […]

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Heggstad Petitions 201

As stated in my last post a Heggstad petition is simply a petition to show the decedent’s intent for their assets to be in a trust.  Or, as some say it, to be held in trust.  The Heggstad case established the principle that an asset listed on the schedule of assets, attached to a trust, […]

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Financial Powers of Attorney

Powers of attorney are legal documents wherein you appoint an “attorney in fact” to act on your behalf. This person is not an actual an attorney but “attorney in fact” basically means they will stand in your shoes to make whatever decisions are needed for you. While POA’s are essential documents that most every estate […]

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Heggstad Petitions 101

A Heggstad petition is simply a petition to the probate Court to try and establish the decedent’s intent that they intended for assets to be a part of a trust.  The most common way of showing this is by looking at the schedule of assets attached to the trust. If the asset is listed there […]

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2012 Federal Estate Tax Exemption

Do you know what the federal estate tax exemption is this year?  Some say $5,000,000.  Some say there is no estate tax. Some say $600,000. Some say $1,000,000.  Some say $100,000. There are all different numbers that could be correct and there are many reasons people come up with those numbers. However, the correct answer […]

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Estate Planning for Collectibles

A lawyer friend recently told me, “the best advice a friend gave me when I got divorced was to let my wife have all the personal property because it’s all easily replaceable.”  He went on to say he had told his ex all he wanted was his car and his dog and she could have […]

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