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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Scammers May Find the Elderly Easy Targets
Anyone can be guilty of a scam, but senior citizens are often considered easy targets. Unscrupulous people try to scam others ... Elder Law

Date: 04/20/2018 Category: Estate Planning
John Mahoney Left Behind $5 Million and Many Heirs
Court lists 38 friends and relatives as potential beneficiaries to actor's estate. A friend of John Mahoney, who passed away ... Estate Administration

Date: 04/19/2018 Category: Probate
More Lawsuits Loom over Harper Lee’s Estate
Harper Lee’s estate faces lawsuits over the 'Mockingbird' Broadway adaptation. Explore the estate’s claims and the challenges in protecting her literary legacy.

Date: 04/18/2018 Category: Probate
What If Your Kids Don’t Want Your Treasures?
There may be items in your home that have great sentimental value to you. However, they may become an annoyance to your ... Estate Planning

Date: 04/17/2018 Category: Estate Planning
What Happens when Seniors Outnumber Caregivers?
A look at Japan may give U.S. a clue of the results of a shortage of caregivers to assist the elderly. An increasing aging ... Elder Issues

Date: 04/16/2018 Category: Estate Planning
Do You Know When to Update a Will?
Changes in your life can sometimes result in changes to your will. As you pass through the stages of adulthood, many changes ... Estate Planning

Date: 04/13/2018 Category: Estate Planning
Digital Currency Challenges Estate Planning
Cryptocurrencies bring high risk, along with the potential for substantial rewards. Cryptocurrencies have become attractive ... Estate Planning

Date: 04/12/2018 Category: Estate Planning
Unique Assets Can Create a Challenge
Estate planning requires a value be listed for your assets. However, some assets may require extra planning. The value of ... Estate Planning

Date: 04/10/2018 Category: Estate Planning
Benson’s Will: Who Is In and Who Is Out?
Tom Benson's will reveals deep family rifts, excluding his daughter and grandchildren. Learn how previous legal battles influenced his estate decisions.

Date: 04/09/2018 Category: Probate
Retirees Not Running Out of Savings
The view of spending down retirement money runs into conflicting information. A new study has found that two decades after ... Elder Issues

Date: 04/06/2018 Category: Estate Planning
Life Insurance Losing Popularity
Population in America is on the increase but not life insurance sales. Between 1965 and 2016, the population in America grew ... Estate Planning

Date: 04/05/2018 Category: Estate Planning
Financial Challenges for Elder Care Vary by State
If you are paying the bills for caring for an elderly family member, much depends on the state of residence. As the costs for ...

Date: 04/03/2018 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.