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.

<1...31 32 33 34 35 36 37...110 >

Page 34
Only Morons Pay Estate Tax?
Regardless of language, the White House has an interesting viewpoint of the estate tax. In an attempt to convince the ... Estate Planning

Date: 10/12/2017 Category: Estate Planning
Driving Can Be Difficult for Elderly to Give Up
Driving requires quick reflexes and good motor skills. Families face difficulties with the elderly, when safety comes into ... Elder Issues

Date: 10/11/2017 Category: Estate Planning
Crypto Currency Can Create Problems for Estate Plans
Millions of dollars have been lost in estate plans because heirs weren't aware of digital assets. Despite the fact that ... Estate Planning

Date: 10/10/2017 Category: Estate Planning
Ashes Need to Be Spread Appropriately
While it may be of sentimental value to you, it could make it difficult for your heirs when you ask to have your ashes spread ... Estate Planning Attorney

Date: 10/09/2017 Category: Estate Planning
Do Not Avoid Probate by Gifting House to Children
Avoiding probate is a good idea, but not at the cost of losing your home. There are better ways to avoid probate than giving ... Estate Planning

Date: 10/06/2017 Category: Probate
If Tax Reform Passes There Are Still Options
People often buy a home as an investment. However, tax reform could make that investment more of a challenge...but there are ... Estate Planning

Date: 10/05/2017 Category: Estate Planning
Tax Reform May Follow Attempted Repeal of Obamacare
It once again is difficult to get Congress to reach an agreement. The process in Congress that failed to repeal Obamacare is ... Estate Tax

Date: 10/04/2017 Category: General
Disbursements Crucial in Retirement Accounts
Failure to take minimum disbursement could draw 50% penalty. If the minimum amount is not taken out of retirement accounts, ... Elder Issues

Date: 10/03/2017 Category: Estate Planning
Pensions Should End at Death but They Don’t Always
City in Delaware continues benefits for 20 years, after retiree passes away. For nearly two decades after the death of a ... Elder Issues

Date: 10/02/2017 Category: Estate Planning
Robots Replace Humans at Funerals?
Funeral directors and priests may no longer be needed. As robots become more and more common in our everyday living, it is ... Elder Issues

Date: 09/29/2017 Category: General
Elder Rich Have More than the Younger Rich
Life expectancy is decreasing in the U.S. However, the rich still live longer than other Americans. There are two trends ... Elder Issues

Date: 09/28/2017 Category: Estate Planning
Treasury Secretary’s Wife Berets Single Mom
Comments on social media put spotlight on the viewpoint of some taxpayers. A social media post by the wife of the Secretary ... Estate Plan

Date: 09/27/2017 Category: General

<1...31 32 33 34 35 36 37...110 >

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.