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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Repeal of Estate Tax Could Hit Charitable Causes
Estate tax is targeted for repeal which could hurt charities across America. President Trump and most Congressional ... Estate Tax

Date: 10/31/2017 Category: Estate Planning
Aging Population Creates Looming Problems in U.S.
Lawmakers do not seem to be focused on dealing with the issues before they arise. The Baby Boomer generation is steadily ... Elder Issues

Date: 10/27/2017 Category: Estate Planning
Seniors May Benefit from Fewer Prescriptions
Choosing Wisely initiative could prevent a worsening of health outcomes for elderly. A new movement known as Choosing Wisely ... Elder Issues

Date: 10/26/2017 Category: General
A Growing Elderly Population Challenges Hospice Industry
Some patients may be better off being allowed to pass away peacefully and with as little pain as possible, when death becomes ... Elder Issues

Date: 10/25/2017 Category: Estate Planning
A New Focus on Transportation for Seniors
Once the elderly stop driving, they need a new mode of transportation and that may be ridesharing. New companies are working ... Elder Issues

Date: 10/24/2017 Category: General
Inherited Roth IRA Can Be Stretched
Minimum disbursements can be a problem but not necessarily, if you have an inherited Roth IRA. Because a Roth IRA is subject ... Estate Planning

Date: 10/23/2017 Category: Estate Planning
The Widow of Alan Thicke Wins First Round
Disagreement between stepparents and stepchildren isn't unusual. However, the fight over Thicke's estate is taking ... Estate Litigation

Date: 10/20/2017 Category: Probate
Life Insurance Is Beneficial but Must Be Handled Correctly
The primary benefits can't be paid out, if there is confusion on the beneficiary. The idea of life insurance in estate ... Estate Planning

Date: 10/19/2017 Category: Estate Planning
Americans Are Not Saving Enough
It seems to be difficult to save for elder years and there are fewer and fewer pensions offered. It is thought that people ... Elder Issues

Date: 10/18/2017 Category: Estate Planning
Jerry Lewis Cut Sons Out of Will
Comedian apparently had severed all ties with first wife and their children. As some of the details from the will of ... Estate Planning

Date: 10/17/2017 Category: Estate Planning
Hurricanes Can Affect Estate Plan
Storms can force temporary relocation to another state, as well as another look at your plan. Once again multiple hurricanes ... Estate Planning

Date: 10/16/2017 Category: Estate Planning
Passing Copyrights on in Estate Planning
Few people have any idea what a copyright protects or how it is enforced. Just how do you pass it along from generation to ... Estate Planning

Date: 10/13/2017 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.