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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Why Are Charitable Donors Charitable?
Many philanthropic advisers stress that giving is not always this black and white: people need to get the emotional reward of ... Charitable Gifting

Date: 07/11/2013 Category: Estate Planning
Protecting The Inheritance From And For Your Heirs
According to a recent WealthCounsel survey, 35 percent of people are crafting their estate plans to avoid mismanagement by ... Estate Planning

Date: 07/10/2013 Category: Estate Planning
Annual Gift Exclusion Opportunities Abound
Here is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 ... Estate Planning

Date: 07/09/2013 Category: Estate Planning
Economy Down, But Generosity Up
Lackluster economic growth and stubbornly high unemployment didn't stop Americans from being generous in 2012, according to a ... Charitable Gifting

Date: 07/05/2013 Category: General
Business Succession – Don’t Shoot Your Own Feet
What can you do to prevent self-sabotage and improve your company's odds of successful succession? A family is strongest when ... Business

Date: 07/03/2013 Category: Estate Planning
Giving While You Are Living
Increasingly, we've been asked to help them find ways to assist their kids now, rather than waiting to leave them money and ... Estate Planning

Date: 07/02/2013 Category: Estate Planning
Same-Sex Marriage And The Supreme Court
Gay couples have long had second-tier status when it came to their finances... Now that the Supreme Court has struck down the ... Estate Planning

Date: 07/01/2013 Category: Estate Planning
Incentive Trusts: A Business Succession Formula for Success
For many of our affluent clients, their single largest investment is the family business. Unfortunately, the likelihood that ... Estate Planning

Date: 06/27/2013 Category: Estate Planning
Investment Properties in Your IRA
With taxes going up for most people, you might be paying more attention to your tax-deferred retirement investing options, ... Estate Planning

Date: 06/25/2013 Category: Estate Planning
Warning – Your Ex-Spouse May Inherit Your Life Insurance!
When Warren Hillman died in 2008 at the age of 66, his assets included a life insurance policy worth $124,558.03. For the ... Estate Planning

Date: 06/18/2013 Category: Estate Planning
Make Informed Decisions About Your & Your Loved Ones' Futures Based On Experienced Advice
BOB GINSBERG, a retired production manager for an educational publisher, is worried that he does not know any of the logins ... Estate Planning

Date: 06/17/2013 Category: Estate Planning
Costly Conversations Never Had
"Finances tend to be one of the trickiest topics because people do have traditional ideas about what you should and ... Elder Law

Date: 06/14/2013 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.
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.