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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What It Really Takes To Retire
The math gets complicated fast, because there are so many variables. How much to save depends on things like your future wage ... Asset Protection

Date: 05/12/2014 Category: Estate Planning
Be Prepared For Anything And Everything
Financial planners believe that one's financial affairs should be organized in such a way that if today is the day that your ... Estate Planning

Date: 05/09/2014 Category: Estate Planning
Estate Planning Must-Haves
Here are the four estate-planning documents everyone needs. Don't think you really need a will? Think again! Creating a will ... Estate Planning

Date: 05/08/2014 Category: Estate Planning
Estate Planning Fundamentals
Create an effective estate plan with these 10 essential rules. Avoid common mistakes, address key details, and stay prepared for legal and financial changes.

Date: 05/07/2014 Category: Estate Planning
Estate Planning Will Lift The Burden From Relatives
If you care about those who will handle things for you in case you become incapacitated, help them now. Do it if you have ... Estate Planning

Date: 05/02/2014 Category: Estate Planning
Cousin Biff Bullied You And Gets Your Money Too? It Could Happen!
The legal and estate planning industries don't like to discuss the fact that millions of wills, trusts and other end-of-life ... Estate Planning

Date: 04/30/2014 Category: Estate Planning
News Headlines About Disasters Can Segue To “The Aging Talk”
Instead of flat out asking them to tell you about their personal information, it can work better to talk about emergency ... Elder Law

Date: 04/29/2014 Category: Estate Planning
Mickey Rooney Raises Awareness Of Elder Abuse Crimes
Rooney helped draw attention to the hidden and underreported crimes associated with elder abuse through his unique role as a ... Elder Law

Date: 04/25/2014 Category: General
Traditional IRA Or Roth IRA?
Enlisting the help of a qualified wealth management professional to determine which type of IRA will best support a person's ... Asset Protection

Date: 04/24/2014 Category: Estate Planning
Is The New Girlfriend A Gold Digger?
Should you be happy or suspicious of dad's new girlfriend Goldie? If Goldie is in similar circumstances-divorced or widowed, ... Estate Planning

Date: 04/22/2014 Category: Estate Planning
Don’t Hide Your Head In The Sand — Get Your Estate Plan In Order!
When you blog about personal finance for people over 50, every so often you need to write a scold post. This is one of those ... Estate Planning

Date: 04/21/2014 Category: Estate Planning
Secret Trusts For Secret Beneficiaries
A better alternative for the secret paramour or child is the Totten trust. Millions of bank accounts are actually Totten ... Estate Planning

Date: 04/20/2014 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.