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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A Trust Isn’t Always Accepted as Legitimate
A London court ruled that trusts created by ex-Russian senator Sergey Pugachev were fraudulent, highlighting that trusts can't be used to hide assets...

Date: 11/13/2017 Category: Trust & Estate Administration
Estate Plans Need Updating or Problems Can Arise
The distribution of your assets as you want them, relies on an up-to-date plan. Most successful business people are aware ... Estate Planning

Date: 11/10/2017 Category: Estate Planning
Digital Is Changing Legal Definition of ‘Will’
Courts are taking a fresh look at what is accepted as a will. An Australian court recently accepted an unsent text message as ... Will

Date: 11/09/2017 Category: Estate Planning
What Do Your Heirs Want and What Is Just Clutter?
Many in Sweden follow a process, known as death cleaning, to get rid of possessions before they become part of an estate. ... Estate Plan

Date: 11/08/2017 Category: Estate Planning
IRS Isn’t Tough Enough?
The Treasury Inspector General for Tax Administration questions how tax audits are chosen. The method the IRS uses to decide ... Estate Tax

Date: 11/07/2017 Category: Estate Planning
A Permanent Vacation Can Be Cheaper than Assisted Living
The focus on senior years is often on nursing homes. However, assisted living can be an option. That option must be chosen ... Elder Issues

Date: 11/06/2017 Category: Estate Planning
Don’t Wait for Tax Reform Before Creating Estate Plan
It could be a long time before tax reform passes and it may never happen. Instead of putting off estate planning, it might be ... Estate Planning

Date: 11/03/2017 Category: Estate Planning
Hugh Hefner’s Assets in Trusts
While there may not be many assets in Hefner's estate, there are assets held in trusts. Questions have been raised about ... Estate Planning

Date: 11/02/2017 Category: Estate Planning
Inspiration for Caulfield Character Dies; Possible Heir Steps Forward
Woman may be last remaining heir for Lamont Buchanan. A woman has come forward, who claims to be an aunt of the late Lamont ... Intestate Succession

Date: 11/01/2017 Category: Estate Planning
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

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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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