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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Assisted Living at $20,000 a Month?
Wealthiest Americans will soon have the choice. Developers plan on building new luxury assisted living facilities in ... Assisted Living

Date: 09/26/2017 Category: Estate Planning
College Students May Need a Power of Attorney
Perhaps estate planning should be part of the preparation for college. People should consider seeing an estate planning ... Estate Planning Attorney

Date: 09/25/2017 Category: Estate Planning
Special Trust Provides Protection from Changes
What if there are key legal changes between the time a person writes an estate plan and the time when they pass away? If ... Estate

Date: 09/22/2017 Category: Estate Planning
Challenge of Downsizing Can Be Daunting
The downsizing process often means getting rid of possessions that your family doesn't want or have room for. However, there ... Elder Issues

Date: 09/21/2017 Category: Estate Planning
The Netherlands Allows Double Euthanasia
While the U.S. debates the rights of terminally ill patients to end their life, The Netherlands allows elderly couples to die ... Elder Issues

Date: 09/20/2017 Category: General
Legacy Is Different Than Estate
Your estate is your assets, while your legacy is how you are remembered. It is important to keep the difference between ... Estate Planning

Date: 09/19/2017 Category: Estate Planning
Locking in Lower Interest Rates
Different kinds of trusts can help with the challenge of rising interest rates. It is likely that at some point in the near ... Estate Planning

Date: 09/18/2017 Category: Estate Planning
A Longer Lifespan Can Create Longer Retirement
Many elderly retirees with straining budgets are turning to their children for financial help, just as they are reaching ... Elder Issues

Date: 09/15/2017 Category: Estate Planning
Lewis’ Estate Modest by Hollywood Standards?
Jerry Lewis owned everything in his movies and they are in a trust. Jerry Lewis, who passed away recently, was one of the ... Estate Planning

Date: 09/14/2017 Category: Estate Planning
Be Honest With the Life Insurance Company
Life insurance policies pay out immediately upon death and can help the family through difficult times. However, it is ... Estate Planning

Date: 09/13/2017 Category: Estate Planning
Taking Advice from Britney Spears
Changing circumstances should spark a fresh look at an estate plan. Britney Spears, who currently has a will that would leave ... Estate Planning

Date: 09/12/2017 Category: Estate Planning
Stretch IRA Could Become a Tool of the Past
The stretch IRA is a simple way to pass wealth to the next generation. However, it may soon disappear. An IRA is known as a ... Estate Planning

Date: 09/08/2017 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.