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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Planning A Special Inheritance For A Special Beneficiary
If you are planning to leave assets to a child or other beneficiary with special needs, one of the first things you should ... Estate Planning

Date: 12/09/2013 Category: Estate Planning
Insurance – Financial Planning Foundation
The easiest and most cost-effective way for most people to mitigate these risks is through insurance products, such as ... Estate Planning

Date: 12/05/2013 Category: Estate Planning
More Than Lipstick – Getting Your Business Saleable
The last time I checked, the mortality rate continued to hover right around 100%, which means your business isn't going to be ... Business

Date: 12/04/2013 Category: General
Of Wealth And Responsibility
There is a responsibility that comes with wealth, and it does not end at death. It starts with proper planning. Hence, here ... Estate Planning

Date: 12/02/2013 Category: Estate Planning
Blending Families, Blending Finances
All couples should have [a] talk [about] finances before they get married. But it's especially important to cover all the ... Blended Family

Date: 11/29/2013 Category: Estate Planning
When Wills Don’t Work (And Sometimes Why)
Most people assume that their wills are the ultimate guide on who gets their bank or brokerage accounts after they die. But a ... Estate Planning

Date: 11/28/2013 Category: Estate Planning
Giving The Illiquid
With the holidays and year-end quickly approaching, now would be a good time to discuss an alternative to a cash charitable ... Charitable Gifting

Date: 11/27/2013 Category: Estate Planning
Growing Old – Sissies Need Not Apply
Sorry, kids, but I was never gracious, and it just gets harder and harder. I want the right, at 86, to play kick-the-can, to ... Elder Law

Date: 11/26/2013 Category: Estate Planning
“Estate Planning” Described
Estate planning is the process of legally structuring the future disposition of current and projected assets. What is estate ... Estate Planning

Date: 11/25/2013 Category: Estate Planning
MOPM – Managing Other People’s Money
If you're handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker ... Estate Planning

Date: 11/22/2013 Category: Estate Planning
Family Meetings – More Than Just Fun
You don't have to be a blended family with a bunch of teenagers under one roof to need a family meeting (though it could ... Estate Planning

Date: 11/20/2013 Category: Estate Planning
Leaving Your Business By Design
One thing is certain about the relationship with your small business: One day in the future will be the last in your ... Business

Date: 11/19/2013 Category: General

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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.