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.

<1...3 4 5 6 7 8 9...104 >

Page 6
Answers to the Common Questions We’re Now Getting from Clients We recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot ... Current Events

Date: 03/27/2020 Category: Estate Planning
When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What’s Really “Fair”? By Philip Kavesh, Attorney "That's not fair!" What parent of youngsters hasn't heard that countless times? It's a ... Beneficiaries

Date: 02/25/2020 Category: Estate Planning
Five Frequently Asked Questions about Memory Loss Contributed by Belmont Village Most of us have moments when we struggle to remember. It's not unusual to worry, or to be ... Memory Care

Date: 02/25/2020 Category: General
Lessons from Kobe On January 26th, the world was shocked by the sudden and tragic passing of basketball legend, Kobe Bryant. Add to that ... Current Events

Date: 01/29/2020 Category: Probate
New “SECURE” Act Makes Your IRAs Less Secure! IRA OWNERS BEWARE New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total including ... Secure Act

Date: 01/28/2020 Category: Estate Planning
Top Ten Tips for Maintaining Your Brain By Belmont Village Most of us know we need to exercise to keep the body fit, but what about mental fitness? How many people ... Memory Care

Date: 01/21/2020 Category: General
Tips for Setting (and Keeping!) Those New Year’s Resolutions in 2020 It's that time of year again. #NewYearNewYou Everyone begins to set resolutions of the new year. The gyms begin to fill up. ... Lifestyle

Date: 01/02/2020 Category: Estate Planning
It’s Time for a New Year’s Resolution That You’ll Actually Keep! By Philip Kavesh, Attorney Would you drive a car without auto insurance and just wait to get it until after you have a bad ... Estate Plan

Date: 12/27/2019 Category: Estate Planning
If You Have an IRA Inheritance Trust®, Read This! By Phil Kavesh, Attorney Finally, on December 20, the Congress actually passed some important bipartisan ... IRA Inheritance Trust

Date: 12/27/2019 Category: Trust & Estate Administration
Some Fun Family Activities For the Holidays By Philip Kavesh, Attorney Today it seems all the rage to seek out your "roots" and it's easier to do than ever ...

Date: 12/02/2019 Category: General
Some Fun Family Activities For the Holidays Some Fun Family Activities For the Holidays By Attorney, Phil Kavesh Today it seems all the rage to seek out your “roots” and it’s easier to do than ever thanks to modern technology. This genealogical research can be a fun family activity, too! Do You Really Know Where You’re From?

Date: 12/01/2019 Category: General
The 2020 Social Security Increase Will Be Smaller than 2019’s Article written by www.elderlawanswers.com The Social Security Administration has announced a 1.6 percent increase in ... Social Security

Date: 11/27/2019 Category: Estate Planning

<1...3 4 5 6 7 8 9...104 >

Overall, a very pleasant and efficient experience. Peter was excellent! John R.

We had a nice phone conversation. Norman N.

Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

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.