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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Delaware Gives Up on Estate Tax after a Decade
Legislators of many states believe it is best to give in to wealthy residents, before those residents move to greener ... Estate Tax

Date: 08/01/2017 Category: Estate Planning
It May Be Time to Discuss Death
How long should an elderly, ill person be kept alive? It is not an easy conversation. Thanks to medical advances, people can ... Estate Law

Date: 07/31/2017 Category: Estate Planning
Deceased’s Image Can Be Part of Estate’s Rights
Kendall and Kylie Jenner learn the hard way about using an image without permission. Sisters Kendall and Kylie Jenner, who ... Estate Administration

Date: 07/28/2017 Category: Estate Planning
Some Japanese Families Forgo Traditional Funerals
Funeral services have traditionally been elaborate, expensive affairs, but changes are underway. The extreme expense of ... Elder Issues

Date: 07/27/2017 Category: Estate Planning
Debt Issue Can Be Addressed in Estate Plan
Specifying how debt should be handled can solve some problems before they arrive. A death debt load can create problems for ... Estate Planning

Date: 07/26/2017 Category: Estate Planning
The Future of Medicaid Is Important to Everyone
As Congress debates Medicaid, some Americans ignore the issue because they think it will not have an impact on them. They are ... Elder Law

Date: 07/25/2017 Category: Estate Planning
There are Benefits and Drawbacks to Silent Trusts
Beneficiaries of a trust do not necessarily have to know about the trust details or its existence. A potential way to avoid ... Estate Planning

Date: 07/24/2017 Category: Estate Planning
Price of Funeral Not Always Easy to Discover
Americans and Australians share same problem: finding out the cost of a funeral. Planning for a funeral can be difficult in ... Estate Planning

Date: 07/21/2017 Category: Estate Planning
Trusts May Not Stop All Family Feuds
Trusts are known to help prevent family feuds. However, that does not mean the fighting will stop. Having a trust is helpful ... Estate Planning

Date: 07/20/2017 Category: Estate Planning
Executor Acts in the Best Interest of the Estate
Executors must use discretion to act in the estate's best interest. Learn how authority can impact liability and decision-making in estate administration.

Date: 07/19/2017 Category: Trust & Estate Administration
False Report of Death Painful and Costly
A man is surprised to speak with his son on the phone, after the son had been declared dead. An elderly California man ... Estate Administration

Date: 07/18/2017 Category: General
You Don’t Have to Be Wealthy to Leave a Legacy
Some people are concerned with passing away and then being forgotten. The non-wealthy as well as the wealthy can leave a ... Estate Planning

Date: 07/17/2017 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.