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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The Gift that Keeps on Giving?
In the countdown to April 15, many people rushing to prepare their individual income tax returns will overlook another key ... Estate Tax

Date: 04/01/2013 Category: Estate Planning
Estate Mediation – Can’t We All Get Along?
Mediation-a way of settling disputes before they escalate into litigation-has grown increasingly popular in the trusts and ... Estate Planning

Date: 03/29/2013 Category: Estate Planning
Power of Attorney – Power to Steal?
It's a standard part of estate planning. It's also, according to experts on elder fraud, a license to steal. It's the power ... Elder Law

Date: 03/28/2013 Category: Estate Planning
The “Conversation”: Have You Discussed Your End-Of-Life Wishes?
If you are old enough to be reading this, you should discuss end-of-life issues with family members and prepare your own ...

Date: 03/20/2013 Category: Estate Planning
Later-In-Life Marriage Challenge
While love may have felt simple for the two 54-year-olds, the financial part of their relationship was less cut and dried. ... Estate Planning

Date: 03/18/2013 Category: Estate Planning
The Basis for the Basis of Inherited Stock
I just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find ... Inheritance

Date: 03/15/2013 Category: Estate Planning
Same-Sex Adoption Snags
Adopting a child can be complicated. It can be even more complicated and fraught with financial and legal risks for same-sex ... Estate Planning

Date: 03/14/2013 Category: Estate Planning
Will Your Estate be a Blessing or a Curse?
Ensure your inheritance is a blessing, not a curse. Learn how communication, teamwork, and proper planning can help protect both your wealth and loved ones.

Date: 03/12/2013 Category: Estate Planning
Blended Family Estate Planning – Practical Pointers
"Blended" families - which include children from earlier unions - have become the norm. The diplomatic challenges ... Blended Family

Date: 03/11/2013 Category: Estate Planning
Mind the Details – Property Insurance Coverage and Estate Planning
When it comes to wealth management, the devil is in the details-the minutiae in plans and strategies that may be overlooked ... Business

Date: 03/06/2013 Category: Estate Planning
Roth IRA – An Estate Planning Tool?
When it comes to saving for retirement, many investors already know how well the Roth IRA fends off Uncle Sam. But what ... Estate Planning

Date: 03/04/2013 Category: Estate Planning
Are Will and Beneficiary Designations In Conflict?
Show your beneficiaries that you love them. Do a beneficiary review and ensure that they get the assets you want them to ... Estate Planning

Date: 03/01/2013 Category: Estate Planning

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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.