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.

<1...12 13 14 15 16 17 18...111 >

Page 15
What In The World Is Happening?
We have invited Harvard educated economist, Dryden Pence - - who regularly on TV at Fox Business News, CNBC, and Bloomberg ... COVID-19

Date: 04/23/2020 Category: General
New “SECURE” Act Makes Your IRAs Less Secure! (SECOND WARNING!)
IRA OWNERS BEWARE New SECURE Act Makes Your IRAs Less Secure! If you have IRAs that in total including ... IRA Inheritance Trust

Date: 04/22/2020 Category: Estate Planning
All Estate Plans Are NOT Created Equal!
Estate planning ensures your family is protected, tailored to your unique needs. Discover how professional guidance avoids pitfalls and secures your future.

Date: 04/16/2020 Category: Estate Planning
Beware of COVID-19 Scams
The stories of scams happening to people, particularly to seniors, is certainly not new. However, amidst this coronavirus ... Elder Abuse

Date: 04/15/2020 Category: General
The IRS Has Extended Deadlines in Continued COVID-19 Relief
In an effort to help taxpayers amidst the COVID-19 crisis, the Department of Treasury and the Internal Revenue Service ... Taxes

Date: 04/14/2020 Category: General
Instead of Stocking Up on Toilet Paper, You Really Should Be Doing THIS Right Now!
If you (or your spouse, together) have IRAs totaling over $150,000, read on... Your IRAs Are Ticking Tax Time Bombs! The ... IRA

Date: 03/29/2020 Category: Estate Planning
Answers to the Common Questions We’re Now Getting from Clients
We recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot ... Current Events

Date: 03/27/2020 Category: Estate Planning
When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What’s Really “Fair”?
By Philip Kavesh, Attorney "That's not fair!" What parent of youngsters hasn't heard that countless times? It's a ... Beneficiaries

Date: 02/25/2020 Category: Estate Planning
Five Frequently Asked Questions about Memory Loss
Contributed by Belmont Village Most of us have moments when we struggle to remember. It's not unusual to worry, or to be ... Memory Care

Date: 02/25/2020 Category: General
Lessons from Kobe
Learn valuable estate planning lessons from Kobe Bryant's life: there's no promise of tomorrow. Prepare for the unexpected and gain peace of mind today.

Date: 01/29/2020 Category: Probate
New “SECURE” Act Makes Your IRAs Less Secure!
IRA OWNERS BEWARE New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total including ... Secure Act

Date: 01/28/2020 Category: Estate Planning
Top Ten Tips for Maintaining Your Brain
By Belmont Village Most of us know we need to exercise to keep the body fit, but what about mental fitness? How many people ... Memory Care

Date: 01/21/2020 Category: General

<1...12 13 14 15 16 17 18...111 >

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.