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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Who Should You Choose to Be Your Successor Trustee? When putting together your Living Trust estate plan, you will be asked to name a Successor Trustee. During your lifetime, you ... Trustee

Date: 07/15/2019 Category: Trust & Estate Administration
Changes Coming to IRA Planning Have you heard of the bill that is currently going through Congress called the "Setting Every Community Up For ... IRA

Date: 07/05/2019 Category: Estate Planning
Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? If you have a child (or grandchild) over age 18 and heading to college, read on… Health Insurance Coverage Alone Isn’t Enough!

Date: 07/01/2019 Category: General
Medicare Launches App to Help Beneficiaries Find Out What’s Covered At the doctor's office and want to know if a procedure is covered by Medicare? There is an app for that. Medicare has ... Medicare

Date: 07/01/2019 Category: General
Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? If you have a child (or grandchild) over age 18 and heading to college, read on... Health Insurance Coverage Alone Isn't ... College

Date: 07/01/2019 Category: Estate Planning
What Happens to Your Living Trust If You Move? You may have spent the time and effort to properly set up an estate plan to protect your hard-earned assets with a Living ... Estate Planning Attorney

Date: 06/27/2019 Category: Estate Planning
Common Misconceptions About Living Trusts When it comes to estate planning, we often hear quite a bit about Wills (or Living Wills) in media and movies. We rarely hear ... Estate Planning Attorney

Date: 06/24/2019 Category: Estate Planning
Going On Vacation? You Better Have These in Order! Are you planning on going on vacation this summer? While having your estate planning affairs in order is always a good idea, ... Estate Planning

Date: 06/20/2019 Category: Estate Planning
How living trusts can help loved ones with disabilities Many people worry about how their passing will impact their loved ones. For those who have children with special needs, ...

Date: 06/12/2019 Category: Estate Planning
Important Estate Planning Documents for Your 18-Year-Old If you have a high school senior in your home, then you are probably gearing up for a major event this month - - graduation! ... Estate Planning

Date: 06/06/2019 Category: Estate Planning
New Legislation Will Have A Big Impact On IRA Planning! The U.S. House of Representatives has recently passed the "SECURE" Act and it's expected to soon be approved by the ... Inheritance

Date: 05/31/2019 Category: Estate Planning
Are You Overpaying For Prescription Drugs? Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for ... Perscription Drugs

Date: 05/31/2019 Category: General

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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.