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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There Is Room for Religion in an Estate Plan
Interests vary when it comes to estate planning and reflecting your views. Religion and estate planning can intersect, ... Estate Planning

Date: 10/18/2016 Category: Estate Planning
Widow Leaves $100 Million to Former Mob Informant
Family of widow challenges validity of estate plan. Alben Sagan, a former military officer known as "The General" ... Estate Planning

Date: 10/17/2016 Category: Estate Planning
Heir to Major Art Estate Accused of Tax Fraud
rench authorities accuse Wildenstein heir of tax fraud. The Wildenstein family, famous for its art collection and expertise ... Estate Planning

Date: 10/15/2016 Category: Estate Planning
Careful Planning Can Reduce Chances of Challenge to Will
A challenge to a will can be costly and timely as well as sometimes block the deceased's last wishes but the chance of a ... Wills

Date: 10/13/2016 Category: Estate Planning
Hillary Clinton Changes Position on Estate Tax
Democratic Presidential candidate proposes a larger increase similar to that of her primary opponent Bernie Sanders. ... Estate Tax

Date: 10/11/2016 Category: Estate Planning
Donation Sparks ‘Academics or Sports’ Controversy
A $4 million gift creates controversy of expenditures: academics or sports? The Independent reported recently on a ... Charitable Gifting

Date: 10/07/2016 Category: Estate Planning
Charities are Likely to Benefit from Gene Wilder’s Estate
Actor's estate details not available to the public. Wealth Management explains in "Gene Wilder's Real-Life Golden ... Estate Planning

Date: 10/05/2016 Category: Estate Planning
Wyly Estate Fails to Pay Fine
Wyly Estate risks contempt charges for failing to pay a $101M fine. Learn why executors must carefully navigate estate litigation, especially with the SEC.

Date: 10/03/2016 Category: Trust & Estate Administration
Wealthy May Leave Behind $3.9 Trillion
Expected transfer may spark even more debate on income inequality and the estate tax. The charges of inequality of wealth and ... Estate Tax

Date: 09/30/2016 Category: Estate Planning
CEO of Wrestling Organization Sells Shares
Vince McMahon sells 1.55 million shares as part of estate plan. Bloomberg has reported that Worldwide Wrestling Entertainment ... Estate Planning

Date: 09/25/2016 Category: Estate Planning
Gifting Provides Lifetime Experience
Many people want to witness the results of their gift to heirs. Many people prefer to see results and the subject of gifting ... Gifting

Date: 09/23/2016 Category: Estate Planning
Courts Can Loosen Restrictions Placed on The Trust
A court can ease trust restrictions if they prevent its purpose, as shown in the Rockefeller University case where outdated investment rules were lifted.

Date: 09/21/2016 Category: Trust & Estate Administration

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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.
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