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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Trustee Needs to Be … Trustworthy!
Even the best estate plans need a trustworthy trustee. Learn why choosing the right trustee is critical to protect your assets and your beneficiaries.

Date: 12/18/2017 Category: Trust & Estate Administration | Trust & Estate Administration
Shooter’s Estate Will Be Tied Up for a Long Time
The family of the man who killed concert goers in Las Vegas and the victims of the tragedy are likely to square off over $5 ... Estate Administration

Date: 12/15/2017 Category: Probate
Bill Gates to Fund New Approach to Alzheimer’s Research
Microsoft founder donates $100 million to help find a simpler way to make an early diagnosis. The early diagnosis of ... Elder Issues

Date: 12/14/2017 Category: General
Stepchildren Can Pay Taxes If They Inherit in Iowa
Case challenges the way Iowa treats stepchildren, when it comes to inheritances. Iowa's inheritance tax laws exempt children ... Estate Tax

Date: 12/13/2017 Category: Estate Planning
Frey’s Estate Is $100,000 and a Family Trust
Estate of co-founder of the Eagles is not unusual, but is certainly interesting. Glenn Frey, one of the co-founders of the ... Estate Plan

Date: 12/12/2017 Category: Estate Planning
Another Celebrity Estate Battle Looms
Celebrity's son claims his son is attempting to cheat him out of his proper share of legacy. The late poet Maya Angelou, who ... Estate Litigation

Date: 12/08/2017 Category: Probate
Estate Administrator Sentenced to 7 Years
Estate administrator sentenced to 7 years for defrauding widow out of $32M, highlighting the risks of unchecked powers in estate administration.

Date: 12/07/2017 Category: Trust & Estate Administration
Trustee Is Removed but Doesn’t Turn over Assets
Discover why a removed trustee may legally refuse to turn over trust assets and what fiduciary duties come into play in these complex situations. Read more!

Date: 12/06/2017 Category: Trust & Estate Administration
Retirement Savings Enough? It Depends!
How much you need in savings to support your retirement, is not always easy to answer. A million dollars in savings for ... Elder Issues

Date: 12/05/2017 Category: Estate Planning
Globalization Sets Switzerland against Egypt over Inheritance
Estate laws can be vastly different between countries. A court in Switzerland was recently asked to recognize a receipt of ... Elder Law

Date: 12/04/2017 Category: Estate Planning
Tax Plan May Retain Massive Wealth Transfers
GOP plan supports easy transfer of wealth generation after generation. Republicans in the House of Representatives have ... Estate Tax

Date: 11/30/2017 Category: Estate Planning
Tax Plan Threatens College Endowment Gifts
Some wealthy people like to leave a legacy through gifting to their college of choice. However, a new tax could reduce ... Estate Planning

Date: 11/29/2017 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.
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.