Tag Archives: Estate planning

What Is A Fiduciary?

An interview with licensed fiduciary Iris Hecker, Part One

Iris Hecker is the California Licensed Professional Fiduciary at Hecker Fiduciary in Redwood City, California. She is also an Enrolled Agent with over 25 years of experience in that field. Many people are not aware of what a fiduciary is. SevenPonds … Continue reading

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What Does an Estate Plan Cover and How Do You Make One?

An interview with Attorney Joseph Ferrucci, Part One

Today SevenPonds speaks with Joseph Ferrucci, Attorney at Law P.C., whose San Francisco law office provides a full range of legal services relating to estate planning, estate administration, conservatorship and special needs, and real property. Editor’s Note: This interview has been … Continue reading

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How Can I Protect My Family and Assets with Estate Planning?

An interview with Stacy Turner, Esq. Part Two

Today SevenPonds continues its interview with Stacy Turner, Esq. Stacy has kindly agreed to give some estate planning tips to our readers to help ensure that their wishes are respected after their death. Debra: Stacy, can you give me a … Continue reading

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How Can I Use Estate Planning to Protect My Family and My Assets?

An interview with estate planning attorney Stacy Turner, Esq., Part One

Today SevenPonds speaks with Stacy Turner, Esq., an attorney in San Rafael, California who specializes in estate planning, particularly as it relates to minor and special needs children. Stacy also works with clients to help them plan for their long-term care … Continue reading

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Our Weekly Tip: Make a Last Letter to Your Loved Ones

Write your letter as you plan the rest of your will

Our Tip of the Week: Writing a will can feel impersonal and even mechanical. After you’ve assigned beneficiaries to your estate and given your doctor end-of-life instructions, you can still feel as though you have more to say. The loose ends of … Continue reading

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Our Weekly Tip: Avoid Costly Court Fees with Non-Probate Assets

Learn which of your possessions are non-probate

Our Tip of the Week: Many people believe that as long as they draft a will, their assets will be distributed exactly as they wish after they die. However, this isn’t always the case, especially when you’re dealing with probate. In … Continue reading

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