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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Warning – Your Ex-Spouse May Inherit Your Life Insurance!
When Warren Hillman died in 2008 at the age of 66, his assets included a life insurance policy worth $124,558.03. For the ... Estate Planning

Date: 06/18/2013 Category: Estate Planning
Make Informed Decisions About Your & Your Loved Ones' Futures Based On Experienced Advice
BOB GINSBERG, a retired production manager for an educational publisher, is worried that he does not know any of the logins ... Estate Planning

Date: 06/17/2013 Category: Estate Planning
Costly Conversations Never Had
"Finances tend to be one of the trickiest topics because people do have traditional ideas about what you should and ... Elder Law

Date: 06/14/2013 Category: Estate Planning
Titling Assets to Avoid Probate
Earlier in my career, I saw estate plans consisting of a set of documents drawn and signed, and that was it. There was no ... Estate Planning

Date: 06/13/2013 Category: Probate
International Love Has Its (Legal) Challenges
Love has no borders, of course, which may help explain why it's not just the economy that's gone global. To hear estate and ... Estate Planning

Date: 06/12/2013 Category: Estate Planning
When is Charitable Giving Elder Abuse?
For the last 20 years of her life, Huguette Clark, a wealthy and reclusive copper heiress, lived in a Manhattan hospital ... Elder Law

Date: 06/11/2013 Category: Estate Planning
Selling Your Company to Your Employees
As more entrepreneurs like Cabot approach retirement-about 30% of the nation's business owners are 55 or older, according to ... Business

Date: 06/10/2013 Category: Estate Planning
Watch Your Language – End-Of-Life Health Care
"It's a very vulnerable time," said Amber Barnato... "A turn of phrase by a doctor can make a lot of ... Estate Planning

Date: 06/08/2013 Category: Estate Planning
Pointers for Avoiding Family Estate Feuds
Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. When you begin planning ... Estate Planning

Date: 06/07/2013 Category: Estate Planning
Asset Protection Shell Game Rejected
One cannot call the planning here anything like valid asset protection planning. To the contrary, this was just ... Trusts

Date: 06/07/2013 Category: Estate Planning
Estate Planning for the Family Farm
"With the aging of the farm population, and particularly with the rapid appreciation of land values and the assets, ... Estate Planning

Date: 06/06/2013 Category: Estate Planning
Charging Order Challenges
Doubtless a large motivation behind the formation of many LLCs, as with Limited Partnerships ("LPs") is that an LLC ... Asset Protection

Date: 05/17/2013 Category: General

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When You Want the Very 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 three 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 your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
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.