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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Wills and Trusts Are Not the Same but Solve Similar Challenges
Even through they can accomplish similar goals, there are big distinctions between them. Wills go through probate, while ... Estate Planning

Date: 02/26/2018 Category: Estate Planning
Whistleblower May Get Share of Estate Tax
Employee claims her boss was resident of New York rather than Florida when he filed. The state usually files a complaint on ... Estate Tax

Date: 02/23/2018 Category: Estate Planning
Does New Tax Law Mean Less Estate Planning?
What should occur to your planning under new laws, depends on your circumstances. Perhaps the best way to figure out what ... Estate Planning

Date: 02/22/2018 Category: Estate Planning
Preparing to Be the Surviving Spouse
It is important that preparations are made to support the survivor. It is unlikely that both members of a couple will pass ... Elder Issues

Date: 02/21/2018 Category: Estate Planning
Perhaps Your IRA Should Go into a Trust
It is important to choose the right beneficiary for your retirement account, but it is also important to protect it. If you ... Estate Planning

Date: 02/20/2018 Category: Estate Planning
New Directive Considers Stages of Dementia
Previous documents do not take into account the slow loss of cognitive abilities. The usual forms filed when someone looks at ... Estate Planning

Date: 02/19/2018 Category: Estate Planning
How Do New Tax Exemption Limits Change Your Estate Plan?
While the estate tax didn't end with new laws, some changes may be worth a new look. The new tax laws may be a benefit to ... Estate Planning

Date: 02/16/2018 Category: Estate Planning
Totten Trust Is One of the Simpler Trusts
It is best to be cautious when setting up a trust. However, there are some simple ones that are easier to change. The Totten ... Estate Planning

Date: 02/15/2018 Category: Estate Planning
Rising Expenses Makes Long-Term Care Insurance a Challenge
GE explains its difficulties in dealing with long-term care insurance. Rising nursing home costs, rising numbers of people ... Elder Issues

Date: 02/14/2018 Category: Estate Planning
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

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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.