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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Estate Planning For Your (Adult) Children
Once people hit midlife, they typically start focusing on estate-planning issues for themselves and, often, for their elderly ... Estate Planning

Date: 08/27/2013 Category: Estate Planning
Preventing Inheritance Fights Over Sentimental “Stuff”
While fights over cash and stocks after a relative dies are common, families feud just as often over memorabilia and personal ... Estate Planning

Date: 08/26/2013 Category: Estate Planning
The Joy Of Inheriting Appreciated Property
When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner ... Estate Planning

Date: 08/23/2013 Category: Estate Planning
QPRT Considerations
Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed ... Estate Planning

Date: 08/21/2013 Category: Estate Planning
GRATs Can Be Great
In a low interest rate environment, a grantor retained annuity trust (GRAT) can serve as a powerful estate planning tool to ... Estate Planning

Date: 08/19/2013 Category: Estate Planning
Business Owner Bankruptcy Pointers
I never advocate going all-in on a business, but at the very least it should be something that crosses your mind before ... Asset Protection

Date: 08/16/2013 Category: General
Structured Charity Flexibility
It is indeed possible for a charitable gift annuity, a charitable remainder unitrust, a charitable remainder annuity trust, a ... Charitable Gifting

Date: 08/15/2013 Category: Estate Planning
So, What Will Be Your Legacy?
Your legacy is putting your stamp on the future. It's a way to make some meaning of your existence: "Yes, world of the ... Estate Planning

Date: 08/14/2013 Category: Estate Planning
Beware Of State Estate And Inheritance Taxes, Too
Although most people's estates aren't large enough to be affected by the federal estate tax, residents in many states have to ... Elder Law

Date: 08/13/2013 Category: Estate Planning
Estate Planning For Your “Family”
Just as the courts are juggling with multiple definitions of family, so too are families today finding that there's no single ... Estate Planning

Date: 08/12/2013 Category: Estate Planning
Thinking Beyond Your Last Will
If you also have an IRA, you probably named a beneficiary of that account on the custodian's beneficiary form. The IRA ... Estate Planning

Date: 08/09/2013 Category: Estate Planning
Is Your Business Your Retirement Nest Egg, Too?
Many businesses simply cannot be sold, and others end up being sold for far less than expected, said Randy Gerber, founder of ... Business

Date: 08/08/2013 Category: Estate Planning

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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.
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