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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Government Faces Opioid, Burial Crisis
It is a sad ending when a body is not claimed. However, the problem also spills over to public expenditures. If someone dies ... Elder Issues

Date: 03/28/2018 Category: Estate Planning
Social Security Recipients May Need More Information
Widows and widowers may not be receiving all the information needed to receive full benefits from Social Security. The Social ... Elder Law

Date: 03/27/2018 Category: Estate Planning
It May Be Helpful to Include Your Doctor in Your Plans
If your doctor knows your bucket list, he may have some suggestions. Almost everyone has a list of things they would like to ... Elder Issues

Date: 03/23/2018 Category: Estate Planning
Preparing for Elder Care Expenses
As life expectancy grows, so does the expense for elders. It is estimated that the average cost for caring for an elder ... Elder Care

Date: 03/22/2018 Category: Estate Planning
New Tax Laws Gives New Life to Trusts
The wise use of trusts may create some real tax savings under new tax laws. New laws double the estate tax exemption limit to ... Estate Planning

Date: 03/21/2018 Category: Estate Planning
Business Interest Goes to Charity
Sometimes a business owner can donate shares, without having a major impact on their lifestyle. After taking care of their ... Charity

Date: 03/20/2018 Category: Estate Planning
Don’t Delay Planning in Hopes of Immortality
So far eternal life is not a reality, so it might be best to make other plans. Some people think there is the possibility of ... Estate Planning

Date: 03/19/2018 Category: Estate Planning
Specific Language Required in Creating a Trust
You can go online and create your own trust, but will it be enforced? One of the reasons it is important to have a lawyer ... Estate Planning

Date: 03/16/2018 Category: Estate Planning
Cryptocurrency and Its Billionaires
Forbes publishes its first list of cryptocurrency billionaires. Economists and financial regulators debate the wisdom of ... Estate Planning

Date: 03/15/2018 Category: Estate Planning
Brooke Astor’s Grandson Fights Elder Abuse
Grandson led fight to protect fortune from being misused. Phillip Marshall, who led a fight to protect the fortune of his ... Elder Abuse

Date: 03/14/2018 Category: General
Court Blocks Inheritance for Victim’s Killer
If a person is convicted of killing someone, they really don't inherit the money. The so-called slayer statutes prevent a ... Estate Law

Date: 03/13/2018 Category: Estate Planning
Lottery Not Always a Winner in the Long Run
People who win expect happiness. However, sometimes all they find is trouble. Estate planning for the wealthy can often ... Estate Planning

Date: 03/12/2018 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.