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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Mom Suspected of Cheating Daughter Out of Trust Fund
Daughter claims mother tricked her out of a trust fund. Learn how estate planning can prevent family disputes over money and protect your future assets.

Date: 02/09/2015 Category: Trust & Estate Administration
Don’t Try This At Home
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites ... Estate Planning

Date: 02/07/2015 Category: Estate Planning
Planning to Pass on the Family Business
Building a successful business takes hard work, careful planning and significant foresight. When a business has been able to ... Business

Date: 02/05/2015 Category: Estate Planning
Securing The Future For Aging Parents
"So don't give away your money. There are other things you can do ahead of time. Talk to an elder law attorney to make ... Retirement Planning

Date: 02/04/2015 Category: Estate Planning
When Can You Revoke an Irrevocable Trust?
"An irrevocable trust is a trust generally created during someone's lifetime that is exactly what it says -- it can't be ... Estate Planning

Date: 02/03/2015 Category: Estate Planning
Massachusetts Could See Estate Tax Reduction
State Rep. Shawn Dooley is proposing a cut in the state estate tax as a way of keeping older residents and their assets in ... Estate Planning

Date: 01/30/2015 Category: Estate Planning
Obama Seeking to Close Capital Gains Tax Loophole
The president proposes to tax capital gains at death rather than allow them to pass income-tax free to heirs as under current ... Estate Planning

Date: 01/29/2015 Category: Estate Planning
Don’t Off Your Parents If You Want Your Inheritance
Thomas Gilbert Jr. is accused of murdering his own father, a wealthy New York hedge fund founder who was fatally shot earlier ... Estate Planning

Date: 01/27/2015 Category: Estate Planning
Estate Battle over Martin Luther King’s Bible and Nobel Prize
The legacy of the Rev. Dr. Martin Luther King Jr. seems to be everywhere these days with the success of the film ... Estate Planning

Date: 01/23/2015 Category: Trust & Estate Administration
Is an Estate Tax Repeal Possible?
Area Congressman Mac Thornberry filed his first bill of the 114th Congress on its opening day. The Death Tax Repeal Act (H.R. ... Estate Tax

Date: 01/22/2015 Category: Estate Planning
Inheritance TV Show to Debut on Fox Business News
The series examines real-life stories of unconventional inheritances and will appear Mondays-Thursdays, with new episodes ... Estate Planning

Date: 01/21/2015 Category: Estate Planning
Grave Digging in Search of Will Does NOT Lead to Buried Treasure
A man accused of helping a woman ransack her father's grave in search of his "real will" has pleaded guilty and ... Estate Planning

Date: 01/20/2015 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.