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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Preparing for a first meeting with an estate planning attorney
Most people do not like to think about their mortality, so they may put off estate planning. However, an estate plan does ...

Date: 07/23/2018 Category: Estate Planning
Estate planning shouldn’t begin near the end of your life
Many think of estate planning as something that only pertains to the rich. That's not the case though. It's actually a ... Estate Planning

Date: 07/20/2018 Category: Estate Planning
Mine, yours & ours: Estate planning for mixed families
The traditional American family of a mother, a father and several children is slowly disappearing as the standard household ... Estate Planning

Date: 07/19/2018 Category: Estate Planning
If you become incapacitated, are your assets in safe hands?
Your health and age circumstances may make it necessary for you to designate someone to handle your affairs. If you become ...

Date: 07/11/2018 Category: Estate Planning
3 different varieties of trusts
Trusts are highly flexible documents that trust grantors can draft carefully to suit their needs. There are also numerous ... Trusts

Date: 07/10/2018 Category: Estate Planning
The estate planning to-dos post-divorce
An estate plan doesn't become null and void simply because you've finalized the divorce. Unless action is taken, your entire ... Estate Planning

Date: 07/03/2018 Category: Estate Planning
An estate plan should answer 3 basic questions
Most people understand the basic idea of an estate plan, which is to share your possessions with those you love after you've ... Estate Planning

Date: 07/02/2018 Category: Estate Planning
Famous astronaut tackles family litigation over estate
As people age, they often become more vulnerable. Most Californians, however, wouldn't expect to become victims of their own ... Estate Planning

Date: 06/30/2018 Category: Estate Planning
How long does it take to make an estate plan?
According to Forbes, "Only about 45% of adult Americans have estate planning documents." Creating an estate plan is a layered ...

Date: 06/20/2018 Category: Estate Planning
Is an estate planning attorney worth the cost?
In the Internet age, everything can be done online, including buying groceries, shopping for clothes and redecorating your ...

Date: 06/09/2018 Category: Estate Planning
Dementia Can Have a Major Impact on Finances
Older Americans worry about Alzheimer's and cognitive abilities but finances can also be deeply affected. The Washington Post ... Elder Law

Date: 05/14/2018 Category: Estate Planning
Debts And Death – What You Should Know
Coping with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on ... Estate Planning

Date: 05/10/2018 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.