Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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What To Do When You No Longer Want Your Trust
Setting up a trust can be complicated. Now investors are discovering it can be even trickier to unwind one. Trusts are ... Estate Planning

Date: 10/11/2013 Category: Estate Planning
Roth IRA Inheritance Planning For Grandchildren
I have a Roth IRA that I would like used for my great-grandchildren's education. Can it be inherited by minors or a trust ... Estate Planning

Date: 10/10/2013 Category: Estate Planning
When There’s No One To Bat For You (Health Care Agents)
What happens when there’s no one to make health care decisions for you? Learn the importance of advanced directives and explore solutions for seniors.

Date: 10/04/2013 Category: Trust & Estate Administration
Prospective Inheritors Not Hopeful
Three-quarters of people responding to a new survey said they don't expect to inherit money, but financial experts say they ... Estate Planning

Date: 10/03/2013 Category: Estate Planning
IRS Sets Value Of Michael Jackson’s Image
IRS disputes Michael Jackson estate's $2,105 valuation of his image, assessing it at $430 million. Our probate lawyer explores this tax saga and its impact.

Date: 10/02/2013 Category: Trust & Estate Administration
Easing The Tax Bite When Selling Your Business
A lot of small business owners accelerated sales of their companies into 2012 in anticipation of the new higher tax rates ... Business

Date: 10/01/2013 Category: Estate Planning
Charitable Giving According To The Oracle Of Omaha
We're big fans of legendary investor Warren Buffett, so when he announces that he wants to teach us something-for free, no ... Charitable Gifting

Date: 09/30/2013 Category: Estate Planning
Vacation Home (Inheritance) Headaches Worth Avoiding
It sounds like a nice problem to have: handing down a family vacation home from one generation to the next. But the process - ... Estate Planning

Date: 09/28/2013 Category: Estate Planning
Home Care Or Institutional Care?
It might be easier than you think for you, or a loved one, to stay at home as you age... Nine out of 10 Americans say they ... Elder Law

Date: 09/27/2013 Category: General
Avoiding The 2013 Capital Gains Gotcha
Last year's historically low capital gains tax rate of 15% is, well, history, but there are still ways around the new higher ... Estate Planning

Date: 09/26/2013 Category: Estate Planning
Avoiding Medicare “Marketplace Plans” Confusion
After reassuring seniors that Medicare is not part of the new health insurance marketplaces, administration officials have a ... Elder Law

Date: 09/25/2013 Category: Estate Planning
Key Considerations When Selling Your Business
While the truth may be painful, an entrepreneur who recognizes the realities they will face when selling a business will fare ... Business

Date: 09/24/2013 Category: General | General

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When You Want the Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and and all of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.