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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Selling Your Company to Your Employees
As more entrepreneurs like Cabot approach retirement-about 30% of the nation's business owners are 55 or older, according to ... Business

Date: 06/10/2013 Category: Estate Planning
Watch Your Language – End-Of-Life Health Care
"It's a very vulnerable time," said Amber Barnato... "A turn of phrase by a doctor can make a lot of ... Estate Planning

Date: 06/08/2013 Category: Estate Planning
Pointers for Avoiding Family Estate Feuds
Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. When you begin planning ... Estate Planning

Date: 06/07/2013 Category: Estate Planning
Asset Protection Shell Game Rejected
One cannot call the planning here anything like valid asset protection planning. To the contrary, this was just ... Trusts

Date: 06/07/2013 Category: Estate Planning
Estate Planning for the Family Farm
"With the aging of the farm population, and particularly with the rapid appreciation of land values and the assets, ... Estate Planning

Date: 06/06/2013 Category: Estate Planning
Charging Order Challenges
Doubtless a large motivation behind the formation of many LLCs, as with Limited Partnerships ("LPs") is that an LLC ... Asset Protection

Date: 05/17/2013 Category: General
IRS Getting Greedy Over Old “Gifts”?
In 1972 ... Sumner Redstone, who wasn't yet a global media mogul, made a taxable gift to his children and failed to file a ... Gifting

Date: 05/16/2013 Category: Estate Planning
Your Estate Plan – Time for Some Spring Cleaning
WITH the federal tax on estates now kicking in at $5.25 million - or $10.5 million for a couple - it may seem that only the ... Estate Tax

Date: 05/10/2013 Category: Estate Planning
President’s Budget Proposal Targets Estate Planning Tools
A couple weeks ago on April 10, President Obama released his budget proposal for 2014. Although the proposal largely focused ... Estate Planning

Date: 05/09/2013 Category: Estate Planning
Family Feud Threatens Four Generation Family Business
Explore the Graves family's conflict over Luray Caverns, a legacy of family business disputes. A cautionary tale of trust and succession planning challenges.

Date: 05/04/2013 Category: Probate | Probate
Daughter Experiences Estate Plan Nightmare as Executor
Being an executor can reveal the importance of estate planning. Learn key lessons from a daughter's challenging experience settling her father's estate.

Date: 05/03/2013 Category: Trust & Estate Administration
Credit Shelter Trusts – The Tried and True Tool
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may ... Estate Planning

Date: 04/30/2013 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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