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 Basics of Estate Planning
Are you childfree? Are you planning with an elder parent? Do any of your potential beneficiaries have special needs that must ... Asset Protection

Date: 10/28/2014 Category: Estate Planning
Lasting Charitable Giving Options
With a little research, a family should be able to find a suitable home for their estate and leave a lasting legacy - whether ... Charitable Gifting

Date: 10/27/2014 Category: Estate Planning
Family Feud over Large Estate Raises Questions about Deceased’s Passing
In what likely foretells a bitter probate battle to come, a judge ordered Wednesday that the body of wealthy Alamo Heights ... Probate

Date: 10/24/2014 Category: Estate Planning
Inheriting a Classic: When Books Are Valuable
Many people tend to overlook books as potential assets. And even if you bring a rare book to a general antiques dealer or ... Estate Planning

Date: 10/23/2014 Category: Estate Planning
Michael Jackson’s Estate Battle: Revived Allegations of Child Molestation
Robson, 32, still needs a judge's permission to file the probate court claim because it was brought in May 2013, nearly four ... Estate Planning

Date: 10/21/2014 Category: Estate Planning
Inheritance from a Long Lost Uncle? It Could Happen
An insular Hemel Hempstead man who died with an estate worth £750,000 has had his legacy split among 39 relatives who never ... Will

Date: 10/20/2014 Category: Estate Planning
IRS Fouls Up, Wants More Money from Michael Jackson’s Estate
Discover why the IRS raised its tax demand on Michael Jackson's estate to $731M, highlighting key lessons on estate valuation and accurate tax reporting.

Date: 10/18/2014 Category: Trust & Estate Administration
Tom Clancy’s Estate: A Lesson for Blended Families
Tom Clancy's estate can teach advisors a lesson about blended families. Clancy was a best-selling author whose books were ... Estate Planning

Date: 10/17/2014 Category: Estate Planning
Did Former Lawyer Mismanage Rosa Parks’ Estate?
A former lawyer for civil rights leader Rosa Parks is being sued by a New York auction house, the New York Post reported ... Estate Tax

Date: 10/16/2014 Category: Estate Planning
Do You Really Need That Trust?
Most people want to avoid probate, and therefore, want to avoid the use of a will. The following are some key questions to ... Estate Planning

Date: 10/15/2014 Category: Estate Planning
Ohio Bill Could Reduce Guardianship Abuse
"This is about protecting the state's most vulnerable people," Pelanda said. "We want to hold those in charge ... Elder Law

Date: 10/14/2014 Category: Estate Planning
How to Challenge a Trustee
Sometimes it is necessary to remove a trustee. However, you can only challenge a trustee under certain circumstances. Learn more here.

Date: 10/10/2014 Category: Trust & Estate Administration

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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.