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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A Little Known Tax Saving Strategy
Contributed by Pence Wealth Management As a Financial Advisor, one of the largest client issues uncovered is that people are ... Taxes

Date: 09/25/2019 Category: Estate Planning
This Simple Tool May Change The Quality of Your Life (or of Someone You Know)
Discover a free tool from MIT AgeLab that helps seniors stay sharp, connected, and independent. Improve life quality for yourself or loved ones today!

Date: 09/25/2019 Category: Trust & Estate Administration
The #1 Mistake Families Are Making (and They Don’t Even Know It!)
Have you ever heard of the "silent killer"? It's called PROCRASTINATION. We all do it. Some more than others. ... Estate Planning

Date: 09/16/2019 Category: Estate Planning
Are Wills Obsolete?
When it comes to estate planning, some people know about Living Trusts, but most people know about Wills. Wills are ... Will

Date: 09/05/2019 Category: Estate Planning
Tips for Choosing a Senior Living Community
Contributed by Belmont Village Senior Living Choosing a Senior Living community is a big step that many wait until after a ... Assisted Living

Date: 08/30/2019 Category: General
Should You Sell Your Life Insurance Policy?
We often have clients who no longer feel they need an old life insurance policy or simply don't want to pay the premium ... Life Insurance

Date: 08/30/2019 Category: Estate Planning
Disinheriting a Child
They say that there's two things in life that are certain: death and taxes. While most people take care of and plan for taxes ... Children

Date: 08/15/2019 Category: Estate Planning
Estate Planning Considerations for the Modern, Blended Family
Estate planning has become a lot more challenging in more recent years. As the divorce rate has increased, so has the amount ... Estate Planning

Date: 08/10/2019 Category: Estate Planning
California Conservatorships: What You Need to Know
Learn about California conservatorships & how proper estate planning can help avoid the time, cost & hassle of court-appointed guardianship or conservatorship.

Date: 08/05/2019 Category: Trust & Estate Administration
Pre-Paid Funeral Plans: Buyer Beware
Funerals rank among the most expensive purchases many consumers will ever make. A traditional funeral costs about $7,000, ... Funeral

Date: 07/29/2019 Category: Estate Planning
Summertime and The Living Was Easy
Article Written By, Philip Kavesh One of a series of personal reflections upon growing up in small town America in ... Children

Date: 07/29/2019 Category: Estate Planning
Steps You Can Take NOW to Plan for Long-Term Care–and Before It’s Too Late!
It is estimated that two out of every three Americans will require some kind of assisted living at some point during their ... Long Term Care

Date: 07/25/2019 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.