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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Didn’t Handle Finances Before Your Divorce? It’s Time to Get Some Help!
"Now, all of a sudden, sometime without much or any warning, it's all thrust onto her plate. It's quite an adjustment ... Asset Protection

Date: 06/30/2014 Category: Estate Planning
Hot Market for Business Sales
The last big M&A wave happened in the early 2000s, according to Ward. A very active M&A period is usually accompanied ... Business

Date: 06/28/2014 Category: General
Retirement Uncertainties
Around 60 percent of those surveyed described themselves as "terrified" of what health care costs could potentially ... Estate Planning

Date: 06/26/2014 Category: Estate Planning
Letter of Intent – Your Blueprint For Estate Planning
Ensure your child's care with a Letter of Intent. This vital estate planning document provides guidance for guardians and reflects your wishes and vision.

Date: 06/24/2014 Category: Estate Planning
Money To Part With, But No Heirs — Where Should Your Dollars Go?
"We say to people: 'If you do nothing, your money will go to the state. Is that what you want?' That's enough to make ... Asset Protection

Date: 06/23/2014 Category: Estate Planning
Roth IRA: The Cadillac Of Inherited Retirement Accounts
A general rule is that Roth IRAs are good accounts to leave to loved ones. Distributions typically are tax-free, and if your ... Asset Protection

Date: 06/21/2014 Category: Estate Planning
E-Z Legal Form Wasn’t So Easy Afterall
In this case, Ms. Aldrich created her Will using an "E-Z Legal Form". In her Will, she specifically identified ... Estate Planning

Date: 06/20/2014 Category: Estate Planning
Pre-Marital Money Talks
Before you or a loved one says "I do," there are a few things you should know about their money habits. Something ... Asset Protection

Date: 06/19/2014 Category: Estate Planning
Gift Now Or When You Pass? Consider The Taxes
Should you give your heirs gifts now? Or wait? Ultimately, there's no "right" answer. This is a personal choice. ... Estate Planning

Date: 06/13/2014 Category: Estate Planning
If You Snooze, You Lose — Perk Up And Tackle These Financial Topics
Sometimes we have to think about the not-so-fun things so we can enjoy the fun ones. Who wants to talk about money? How about ... Asset Protection

Date: 06/12/2014 Category: Estate Planning
Don’t Leave A Heap Of Problems Behind, Plan Ahead For Your Loves Ones
Although death planning can be emotionally vexing, it is essential for families and survivors. They may not know your true ... Estate Planning

Date: 06/11/2014 Category: Estate Planning
Celebrity Disappearance Spurs Estate Planning Lesson For All
In the case of Casey Kasem, no matter what happens, there are no winners here-everyone loses. Don't let this happen to you. ... Estate Planning

Date: 06/10/2014 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.