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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Estate Planning Not Just for Wealthy
Estate planning isn't just for the wealthy. Discover how it benefits families of all asset levels, ensuring your wishes and loved ones are protected.

Date: 11/08/2016 Category: Estate Planning
Salesman’s Life is Example of Frugal Living and Charitable Giving
Thrifty shoe salesman surprises community and school with gift of nearly $1 million. The Los Angeles Times reports on a ... Estate Planning

Date: 11/07/2016 Category: Estate Planning
Capital Gains Tax Laws May Be Best Friend of the Wealthy
Wealthy people in the U.S. often pay little, if any, income tax but what is the real reason? It appear as if Donald Trump ... Capital Gains Tax

Date: 11/05/2016 Category: Estate Planning
Research before Making Donations to Charities
The upcoming holidays often spark donations to charities so now is the time to conduct your research. Giving to charities ... Estate Planning

Date: 11/03/2016 Category: Estate Planning
Planning Your Own Funeral
While it may not always be at the top of the list people often want to be sure their family has sufficient cash for funeral ... Estate Planning

Date: 11/01/2016 Category: Estate Planning
Desmond Tutu Seeks Right to Take Own Life at His Discretion
Former archbishop and Noble Peace Prize winner puts his support behind physician-assisted suicide. Desmond Tutu led the Truth ... Elder Law

Date: 10/31/2016 Category: General
Court Fights are Over for Sumner Redstone for Now
Challenges of the competency of the 93 year old are finally over. Sumner Redstone has faced many battle over his mental ... Estate Planning

Date: 10/29/2016 Category: Estate Planning
Are Charitable Pledges Enforceable?
Duke files lawsuit in attempt to enforce $10 million unfulfilled pledge. Duke University has filed a lawsuit against Aubrey ... Estate Planning

Date: 10/27/2016 Category: Estate Planning
IRS Rule Changes Draw Fire from Republicans
IRS goes ahead with change in valuation discounts after failing to get Congressional approval. The Internal Revenue Service ... Estate Planning

Date: 10/26/2016 Category: Estate Planning
A Living Will Needs to Be a Job Well Done
If one does not have a living will there is a real risk that life savings will be severely reduced. A living will, also known ... Estate Planning

Date: 10/21/2016 Category: Estate Planning
Prince Estate Becomes More Complex in Identifying Heirs
State law may broaden definition of heirs to entertainer's estate. The list of potential heirs to Prince's estate has been ... Estate Planning

Date: 10/20/2016 Category: Probate
No More Estate Tax in New Jersey
The state's estate tax is soon to be eliminated while the tax exemption on retirement income is increased as part of move to ... Elder Law

Date: 10/19/2016 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.