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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A Collection Needs to Be Handled Carefully
Any decision you make about a valuable collection in your estate is likely to create tax consequences. Collections left in ... Estate Planning

Date: 01/08/2016 Category: Estate Planning
Louisiana Estate Case Results in Charges against Attorney
Louisiana custody feud ends in criminal charges for an attorney accused of will falsification and theft. Our probate lawyer reviews the unfolding case.

Date: 12/13/2015 Category: Probate
IRS Changes Policy on Identity Theft
The IRS now provides identity theft victims access to fraudulent tax returns, helping victims and their representatives resolve tax identity issues more easily.

Date: 12/12/2015 Category: Trust & Estate Administration
FDA Approves Testing of Anti-Aging Drug
We are already in the position of stressing some retirement and estate plans because people are living longer. A new ... Estate Planning

Date: 12/11/2015 Category: Estate Planning
It Is Not Always Easy for Teenagers Who Inherit Wealth
Giving a teenager large sums of money often results in considerable waste and it often is no different when a teenager is ... Estate Planning

Date: 12/09/2015 Category: Estate Planning
With Hidden Costs, Dementia is a Financial Disaster for Families
Of the three leading diseases that kill most Americans, two are well known for being financial nightmares: heart disease and ... Asset Protection

Date: 11/06/2015 Category: Estate Planning
Inheritances Inevitably Lead to Tax Consequences: Irrevocable Trusts Basics
Taxes and inheritance issues go together like Halloween and trick or treating. Tax planning is a critical part of estate ... Asset Protection

Date: 11/05/2015 Category: Estate Planning
Mother’s Thorough and Proper Estate Planning Protects Her Wishes After Death
Depending on your perspective, this case is either proof of what proper estate planning can do or an exercise in frustration ... Elder Law

Date: 11/04/2015 Category: Estate Planning
Foundation’s Generous Gift Brings New Life to Library
With a $350,000 grant, The Stanley and Elaine Ball Charitable Foundation has made it possible for the Taneyhills Library to ... Charitable Gifting

Date: 11/03/2015 Category: Estate Planning
‘Tis the Season for End of Year Financial Matters
With the holiday season on the horizon, the end of year financial season has arrived. It's time to deal with money issues ... Charitable Gifting

Date: 11/02/2015 Category: Estate Planning
Congressional Testimony on Special Needs Trust
On September 18, the U.S. House Energy and Commerce Committee Subcommittee on Health in favor of the Special Needs Trust ... Long Term Care

Date: 11/01/2015 Category: Estate Planning
Would You Want Your Soon-to-Be Ex-Wife Making Medical Decisions for You?
Another celebrity situation that points to an important lesson: until a divorce is final, you are still married. For Lamar ... Estate Planning

Date: 10/31/2015 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.