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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District of Columbia Cuts Estate Tax
The City's tax plan will meet the federal plan in 2018. Washington D.C. has followed the trend of some states and reduced ... Estate Tax

Date: 06/28/2017 Category: Estate Planning
Governor Signs Minnesota’s Estate Tax Bill
The legislature votes to raise the state estate tax exemption over the objection of the governor. Only 18 states and the ... Estate Tax

Date: 06/27/2017 Category: Estate Planning
Married Couples without Children Need Estate Plans
Dual incomes and no children does not rule out estate planning. Couples sometimes referred to as "Dual-income no ... Estate Planning

Date: 06/26/2017 Category: Estate Planning
Care of Alzheimer’s Patients May Be at Home
Number of people who died from Alzheimer's disease increased 54% in 2014. A longer lifespan and the large Baby Boomer ... Elder Issues

Date: 06/25/2017 Category: Estate Planning
Inheritance Can Help Your Children’s Retirement
If older members of a family pass on wealth, younger family members often have a more secure retirement. A new study suggests ... Estate Planning

Date: 06/24/2017 Category: Estate Planning
Do Wealthy Benefit the Most from Social Programs?
Social entitlement programs enacted in the U.S. decades ago, have reduced elderly poverty. However, it appears that the ... Elder Law

Date: 06/23/2017 Category: General
Reason for Choosing Assisted Suicide May Be Psychological
Pain and suffering may not be real reason behind the choice. A new study suggests the terms of the debate over assisted ... Elder Issues

Date: 06/23/2017 Category: General
Will Baby Boomers Pass on Great Wealth?
The Heirs of the Baby Boomer generation may not receive all of the wealth. Baby Boomers who have wealth, hope it will go to ... Estate Planning

Date: 06/22/2017 Category: Estate Planning
Will Is Done but Tax Law Changes Continue
You can update your will to reflect tax changes or the court may do it for you. When tax laws change, it may be necessary to ... Taxes

Date: 06/21/2017 Category: Estate Planning
Family Farms Require Careful Estate Planning
Succession and estate plans are needed in order to keep the farm in operation. If a farmer wants the farm to keep operating ... Estate Planning

Date: 06/15/2017 Category: Estate Planning
When Is Right Time to Tell Kids about Estate Plan?
Finding the balance between your children knowing how much they will inherit and letting them accomplish things on their own, ... Estate Planning

Date: 06/14/2017 Category: Estate Planning
Even Judges Can Make Mistakes with Estate Plans
Mistake by judge in creating her estate plan, could have caused major battle in family. It appears that a New York judge who ... Estate Planning

Date: 06/13/2017 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.