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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3 different varieties of trusts
Trusts are highly flexible documents that trust grantors can draft carefully to suit their needs. There are also numerous ... Trusts

Date: 07/10/2018 Category: Estate Planning
The estate planning to-dos post-divorce
An estate plan doesn't become null and void simply because you've finalized the divorce. Unless action is taken, your entire ... Estate Planning

Date: 07/03/2018 Category: Estate Planning
An estate plan should answer 3 basic questions
Most people understand the basic idea of an estate plan, which is to share your possessions with those you love after you've ... Estate Planning

Date: 07/02/2018 Category: Estate Planning
Famous astronaut tackles family litigation over estate
As people age, they often become more vulnerable. Most Californians, however, wouldn't expect to become victims of their own ... Estate Planning

Date: 06/30/2018 Category: Estate Planning
How long does it take to make an estate plan?
According to Forbes, "Only about 45% of adult Americans have estate planning documents." Creating an estate plan is a layered ...

Date: 06/20/2018 Category: Estate Planning
Is an estate planning attorney worth the cost?
In the Internet age, everything can be done online, including buying groceries, shopping for clothes and redecorating your ...

Date: 06/09/2018 Category: Estate Planning
Dementia Can Have a Major Impact on Finances
Older Americans worry about Alzheimer's and cognitive abilities but finances can also be deeply affected. The Washington Post ... Elder Law

Date: 05/14/2018 Category: Estate Planning
Debts And Death – What You Should Know
Coping with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on ... Estate Planning

Date: 05/10/2018 Category: Estate Planning
Scammers May Find the Elderly Easy Targets
Anyone can be guilty of a scam, but senior citizens are often considered easy targets. Unscrupulous people try to scam others ... Elder Law

Date: 04/20/2018 Category: Estate Planning
John Mahoney Left Behind $5 Million and Many Heirs
Court lists 38 friends and relatives as potential beneficiaries to actor's estate. A friend of John Mahoney, who passed away ... Estate Administration

Date: 04/19/2018 Category: Trust & Estate Administration
More Lawsuits Loom over Harper Lee’s Estate
Harper Lee’s estate faces lawsuits over the 'Mockingbird' Broadway adaptation. Explore the estate’s claims and the challenges in protecting her literary legacy.

Date: 04/18/2018 Category: Trust & Estate Administration
What If Your Kids Don’t Want Your Treasures?
There may be items in your home that have great sentimental value to you. However, they may become an annoyance to your ... Estate Planning

Date: 04/17/2018 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.