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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Estate Tax Stays in Place but Has Modification
Final version of bill nearly doubles current exemption. The Republicans agreed to keep the estate tax before the law was ... Estate Tax

Date: 01/08/2018 Category: Estate Planning
David Cassidy’s Estate Faces Past Legal Bills
David Cassidy’s estate faces a lawsuit over unpaid legal bills, risking his son’s inheritance. Learn key insights on debt in estate planning from our probate lawyer.

Date: 01/07/2018 Category: Probate
You Can Learn What You Shouldn’t Do
Pay attention to elderly family members and make some notes on estate planning. As you watch events unfold in your family, ... Elder Issues

Date: 01/06/2018 Category: Estate Planning
There are Two Certainties, So Plan Ahead
Don't wait until you are a senior citizen to make your estate plan. There are many reasons why planning ahead for your estate ... Estate Planning

Date: 01/05/2018 Category: Estate Planning
Divorce Should Spark Second Look at Estate Plan
Some state laws involving divorce and estate plans may be ruled unconstitutional. Some states laws that automatically revoke ... Divorce

Date: 01/04/2018 Category: Estate Planning
Warning to Funeral Homes Perhaps Should Be Nationwide
Funeral homes face many regulations. However, sometimes they don't meet those requirements. The Attorney General of ... Elder Issues

Date: 01/03/2018 Category: General
Will Tax Cuts Lead to Reduced Entitlements?
Senator's comments create concerns, as tax reform advances. As tax reform moves forward, remarks by Sen. Marco Rubio have ... Elder Issues

Date: 12/29/2017 Category: Estate Planning
New Uniform Power of Attorney Act Should Reduce Conflicts
Four states have adopted new standards for agents with powers of attorney. Powers of attorney have often sparked conflict ... Elder Law

Date: 12/28/2017 Category: Estate Planning
Glen Campbell’s Estate Faces Possible Challenges
Campbell had eight children but left three out of his will. Glen Campbell drafted his will in 2006 and explicitly cut out the ... Estate Litigation

Date: 12/27/2017 Category: Probate
States Standardize Digital Access
Getting access to digital accounts when someone passes away, has become less complex with the acceptance of the Uniform ... Digital Accounts

Date: 12/26/2017 Category: Estate Planning
Where Is Aaron Hernandez’s $9 Million?
Aaron Hernandez’s $9M may be hidden in a trust for his daughter, raising fraud concerns. Our California probate lawyer explores the case in-depth.

Date: 12/25/2017 Category: Probate
Check with Attorney before Challenging Estate
"No contest" clause is included in attempt to avoid challenges, but state laws vary. The outcome of a challenge to ... Estate Attorney

Date: 12/22/2017 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.
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