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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The Young Should Also Consider Estate Planning
You might benefit from beginning estate planning in your 20s and 30s. Estate planning does not have to be a big hassle in ... Estate Planning

Date: 07/06/2016 Category: Estate Planning
Sudden Wealth Syndrome
It is a well-documented fact that many people who suddenly become wealthy often lose that wealth almost as fast as they got ... Estate Planning

Date: 07/05/2016 Category: Estate Planning
Woman Pays for Exerting Undue Influence
That someone has used undue influence to pressure an elderly person into changing their will is very difficult to prove, so ... Will

Date: 07/04/2016 Category: Probate
Could Joint Will Be the Answer?
A joint will can sometimes be the answer for a couple but they need to know what they are getting into. Do you need two ... Estate Planning

Date: 07/01/2016 Category: Estate Planning
A Rock Star’s Death Is Lesson in the Need for Estate Planning
Prince died without a will or estate plan which can be a lesson to all. Prince passed away without a will despite being worth ... Estate Planning

Date: 06/30/2016 Category: Estate Planning
Your Children Could End Up Paying for Your Retirement
A lack of retirement planning can pass on responsibility to your children. Most of those people who are not saving might ... Elder Law

Date: 06/29/2016 Category: Estate Planning
Sumner Redstone’s Legal Problems Benefit Someone
There are profits from Sumner Redstone's competency hearings but it is not likely to be the shareholders. The legal actions ... Elder Law

Date: 06/28/2016 Category: Estate Planning
Do the Wealthy Relocate to States with Lower Taxes?
New study rejects theory that wealthy residents will relocate to a new state if taxes are increased. Legislative fears that ... Estate Tax

Date: 06/17/2016 Category: Estate Planning
Settling Estate Can Still Be Problem for Same-Sex Partners
Recent court decision shows the settling of an estate can still be a challenge for same-sex couples. Different laws enacted ... Estate Tax

Date: 06/16/2016 Category: Estate Planning
Where to Look for an Executor
Choosing an executor can be challenging. Discover tips and options for selecting a trusted executor for your estate with insights from our California estate lawyer.

Date: 06/14/2016 Category: Trust & Estate Administration
NBA Team Focus of Estate Battle in Oklahoma
The basketball season is over for the Oklahoma City Thunder and creditors line up in estate fight. When oilman Aubrey ... Estate

Date: 06/13/2016 Category: Estate Planning
Family Limited Partnership May Be the Answer
Lowering tax burdens and protecting financial wealth of future generations may be accomplished through a family limited ... Estate Planning

Date: 06/09/2016 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.
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