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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Remarriage? Estate Planning Is Needed
What is the best way to protect an inheritance for children from a previous marriage? There are numerous ways to protect an ... Estate Planning

Date: 05/30/2017 Category: Estate Planning
Do You Want to Preserve Your Collection?
Your estate plan may be the best way to preserve a collection that took a lifetime to complete. Children often do not share ... Estate Planning

Date: 05/29/2017 Category: Estate Planning
Actors Continue Working after They Pass Away
Technology creates the need for celebrities to plan how they want their fame handled after they pass away. Computers can now ... Estate Planning

Date: 05/26/2017 Category: Estate Planning
Sotheby’s Appraisal Draws Fire from Judge
It is not always easy for the IRS and a wealthy estate to come to agreement on value of art. A recent court case involving ... Estate Administration

Date: 05/25/2017 Category: Estate Planning
Adoption in Japan May Limit Taxes
Adoption can be used for different reasons in different countries, depending on the laws. Japan has an inheritance tax but ... Estate Tax

Date: 05/24/2017 Category: Estate Planning
Hernandez’s Estate Not Worth Much
The fight over Aaron Hernandez's estate may go on for a long time, but it won't be over a lot of assets. It has been ... Estate Administration

Date: 05/22/2017 Category: Estate Planning
Protecting Assets from All Sorts of Creditors
After a short period of time, assets in self-settled asset protection trusts are safe from creditors. A wealthy person has ... Trusts

Date: 05/19/2017 Category: Estate Planning
What Is the Future of the Gift Tax?
The estate tax draws considerable attention during tax reform discussions. However, the gift tax may be considered as well. ... Estate Tax

Date: 05/18/2017 Category: Estate Planning
Hernandez’s Death Complicates Estate, Civil Suits
Former NFL player was found dead of apparent suicide. A Massachusetts law complicates the legal proceedings in lawsuits ... Estate Litigation

Date: 05/17/2017 Category: Estate Planning
State of Residence Is Important in Estate Planning
Estate laws vary by state, so your state of residence is crucial, depending on your goals. If estate planning is important to ... Estate Tax

Date: 05/16/2017 Category: Estate Planning
Community Property Can Be Beneficial
Community property can be a problem. However, it can also keep property within the family. Despite the bad reputation of ... Estate Planning

Date: 05/15/2017 Category: Estate Planning
Scholars May Learn about Baldwin’s Personal Life
James Baldwin has long been an elusive figure. However, there is now an opportunity to learn more about the gay ... Estate Administration

Date: 05/12/2017 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.