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...36 37 38 39 40 41 42...110 >

Page 39
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
There are No Boundaries in Estate Planning
Different jurisdictions can create a challenge, when it comes to estate planning. A list of different estate planning ... Estate Planning

Date: 07/14/2017 Category: Estate Planning
The Challenge of Memorabilia
Jewelry and other rare items are often easy to price. However, the pricing can become quite difficult, if a celebrity is ... Estate Tax

Date: 07/13/2017 Category: Estate Planning
Bureau Moves to Protect Elderly from Financial Abuse
The CFPB works toward preventing financial abuse of the elderly. World Elder Abuse Awareness Day has sparked some detailed ... Elder Law

Date: 07/12/2017 Category: Estate Planning
Mortgages are a Big Source of Senior Complaints
The Consumer Financial Protection Bureau was launched by Obama after the financial crisis. The Consumer Financial Protection ... Elder Law

Date: 07/11/2017 Category: Estate Planning
Planning for Medicaid Can Be a Challenge
If you believe you may need Medicaid, it is best to plan ahead. Planning for Medicaid needs to be done carefully as the ... Estate Planning

Date: 07/10/2017 Category: Estate Planning
Spousal Portability Election Needs to Be Simple
A spousal portability election can be a good way to decrease an estate tax burden. A spousal portability election is a good ... Estate Tax

Date: 07/07/2017 Category: Estate Planning
Inheritance to Children Before You Pass?
While it is traditional to leave your children money, it is possible to give it to them now. The New York Times recent ... Estate Planning

Date: 07/06/2017 Category: Estate Planning
Are Your Funeral Plans Really a Good Idea?
Following non-traditional funeral plans can sometimes lead to problems for your loved ones. A full Viking funeral seemed like ... Elder Law

Date: 07/05/2017 Category: Estate Planning
Elderly Need Protection from Abusive Relationships
Consider the best way to avoid elderly abuse rather than just deal with it after it happens. People have a better chance of ... Elder Abuse

Date: 07/04/2017 Category: General

<1...36 37 38 39 40 41 42...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.