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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Some Provisions of the Tax Law Remain Obscure
There was little time to review President Trump's tax bill before passage. Most of the key provisions of the recently passed ... Estate Planning

Date: 02/13/2018 Category: Estate Planning
Positive Points in Domestic Asset Protection Trusts
Domestic asset protection trusts aren't just used to protect assets from creditors. Many people think of domestic asset ... Estate Planning

Date: 02/12/2018 Category: Estate Planning
Family Members Need to Be Educated to Protect Wealth
If the younger generation doesn't know how to preserve wealth, the money may not last very long. While transferring ... Estate Planning

Date: 02/09/2018 Category: Estate Planning
Ease of Wealth Transfer Depends on Country
Transfers can sometimes be a challenge. Some nations around the world can be difficult in carrying out intergenerational ... Estate Planning

Date: 02/08/2018 Category: Estate Planning
Some Nations Make Inheritance the Right of Heirs
U.S. allows transfer of assets anywhere you'd like. However, that is not always the case around the globe. There are few ... Estate Law

Date: 02/07/2018 Category: Estate Planning
Funeral Home May Have Been Selling Body Parts
FBI launches investigation, but it remains unclear whether funeral home violated any law. The owner of a funeral home in ... Elder Issues

Date: 02/06/2018 Category: General
Divorced? You Need to Revisit Estate Plan
A divorce will most likely change everything. Therefore, decisions need to be made. The Wills, Trusts & Estates Prof Blog ... Estate Planning

Date: 02/05/2018 Category: Estate Planning
Funeral Problems Worse in Russia
Regulations aren't always followed in U.S. or Russia in handling remains and fair pricing practices in the funeral ... Elder Issues

Date: 02/01/2018 Category: General
Estate Planning Begins with Good Questions
Your choice of attorney and your own clear thinking is a good beginning. Asking yourself the right questions before you get ... Estate Planning

Date: 01/31/2018 Category: Estate Planning
Ben Franklin Got It Right in Estate Planning
Some careful planning by Franklin created an estate plan that should be studied. Ben Franklin is credited for creating many, ... Estate Planning

Date: 01/30/2018 Category: Estate Planning
Divorce Means Taking a Fresh Look at Estate Plan
If your estate plan is not up to date and done well, it is possible that your assets will end up under the control of your ... Estate Planning

Date: 01/29/2018 Category: Estate Planning
Value and Family Conflicts Raise Chances of Contested Will
People often hire estate planning attorneys to prevent family fighting, but the outcome isn't certain. Only one in 10 wills ... uncategorized

Date: 01/26/2018 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.