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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Medicare Requires Patients Be Notified of Upcoming Costs
New law requires patients be warned of upcoming expenses from loophole in Medicare law. Congress has moved to help alleviate ... Elder Law

Date: 08/24/2016 Category: General
Lump Sum Payments Can Cost Heirs of Retirement Accounts
When retirement accounts are passed on to heirs they face major decisions that have to be made in a timely manner. Market ... Inheritance

Date: 08/22/2016 Category: Estate Planning
Retirement Is Not the Time for Regrets
When people retire they sometimes sit down and consider their regrets. They shouldn't. Some people make the decision to focus ... Elder Law

Date: 08/19/2016 Category: Estate Planning
Treating Your Children Fairly through Your Estate
You can treat your children differently and still be fair. Sometimes parents treat children differently because one child may ... Estate Planning

Date: 08/18/2016 Category: Estate Planning
Most of claims by Prince’s ‘Heirs’ are Rejected
High stakes in Prince's estate case: judge dismisses most claims from alleged heirs, leaving six potential relatives. Our probate lawyer explains more.

Date: 08/17/2016 Category: Probate
Elderly Can Be Easy Targets for Criminals
The elderly can be lonely, trusting and have diminished capacity which can make them vulnerable to those who would take ... Elder Abuse

Date: 08/16/2016 Category: General
Seniors Now Have Option of Hiring Help in Downsizing
Senior Move Managers can make the difficult chore of downsizing easier. Moving to smaller living quarters is sometimes one of ... Elder Law

Date: 08/13/2016 Category: Estate Planning
What Is the Best Way to Pass on Assets to Your Family?
Which assets do you want to leave to your family? And what is the best way to meet the challenge? Every family is unique when ... Estate Planning

Date: 08/11/2016 Category: Estate Planning
Legal Documents Are Important, but That Is Not All There Is to Estate Planning
An important part of estate planning is successfully planning for how to transfer wealth. An estate plan can sometimes seem ... Estate Planning

Date: 08/09/2016 Category: Estate Planning
Wealthy investors fund projects in hopes of longer life span.
Wealthy people can expect to live a lot longer than previous generations, according to an article in Financial Advisor, ... Elder Law

Date: 08/07/2016 Category: Estate Planning
Will Your Art Collection Ruin Your Estate?
Estates that contain valuable artwork face increased IRS scrutiny and often receive unexpected large estate tax bills. Art is ... Estate Planning

Date: 07/08/2016 Category: Estate Planning
Minnesota, Life Insurance Companies Face Off in Court
State recovers $200 million in unpaid life insurance. Minnesota has sued several life insurance companies for unpaid claims ... Beneficiaries

Date: 07/07/2016 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.