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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Wealthy May Leave Behind $3.9 Trillion
Expected transfer may spark even more debate on income inequality and the estate tax. The charges of inequality of wealth and ... Estate Tax

Date: 09/30/2016 Category: Estate Planning
CEO of Wrestling Organization Sells Shares
Vince McMahon sells 1.55 million shares as part of estate plan. Bloomberg has reported that Worldwide Wrestling Entertainment ... Estate Planning

Date: 09/25/2016 Category: Estate Planning
Gifting Provides Lifetime Experience
Many people want to witness the results of their gift to heirs. Many people prefer to see results and the subject of gifting ... Gifting

Date: 09/23/2016 Category: Estate Planning
Courts Can Loosen Restrictions Placed on The Trust
A court can ease trust restrictions if they prevent its purpose, as shown in the Rockefeller University case where outdated investment rules were lifted.

Date: 09/21/2016 Category: Trust & Estate Administration
Recent Divorce Creates Need for New Look at Old Plan
It is prudent to take a closer look at your estate plan following a divorce. Forbes recently discussed the potential impact ... Estate Planning

Date: 09/19/2016 Category: Estate Planning
Will May Include Colonel Sanders’ Secret Recipe
The original KFC secret recipe may no longer be a secret after notes revealed on back of will. Colonel Sanders' secret recipe ... Estate

Date: 09/16/2016 Category: Estate Planning
Leaving the Vacation Home to the Next Generation
Children may not be thrilled to receive the vacation home despite fond memories. Children who receive a vacation home as an ... Inheritance

Date: 09/14/2016 Category: Estate Planning
Despite False DNA Report ‘Daughter’ Receives Millions
Even though the DNA sample submitted was false, casino owner's estate pays out millions to woman. The estate of casino owner ... Inheritance

Date: 09/12/2016 Category: Trust & Estate Administration
Trustees Have Great Power but Can Be Held Accountable
Trustees have significant power in managing trusts, but holding them accountable can be challenging. Full disclosure and legal advice may be key to...

Date: 09/02/2016 Category: Trust & Estate Administration
Blended Family Does Not Have to Be at Odds
Proper handling of finances today and in the future can avoid tensions in blended families. Advisor.ca recently offered some ... Estate Planning

Date: 08/31/2016 Category: Estate Planning
Could Presidential Election Determine Future of Estate Tax?
One of the key differences between the candidates is opinions on future of the estate tax. Donald Trump and Hillary Clinton ...

Date: 08/29/2016 Category: Estate Planning
States Race to Approve Trust-Friendly Laws
A number of states seek to become popular with wealthy by passing laws more friendly to trusts. The New York Times recent ... Trusts

Date: 08/27/2016 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.