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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States Evaluate Importance of Estate Taxes
Since wealthy elderly residents have been known to relocate to states with more favorable estate tax laws, a clear trend has ... Estate Tax

Date: 01/29/2016 Category: Estate Planning
Number of Elderly Facing Poverty May Increase
Current trends may force an increase in the number of elderly people living in poverty in the U.S., reversing recent success ... Elderly

Date: 01/28/2016 Category: Estate Planning
Trump’s Actions Involving Father’s Estate Spark Media Attention
Family disagreements can sometimes rise into public view as seen in Donald Trump's campaign for president. Given presidential ... Estate

Date: 01/26/2016 Category: Estate Planning
Social Security Loopholes Closed but Questions Remain
Some popular Social Security loopholes for married couples have been closed but some strategies remain. Recently Congress ... Elder Law

Date: 01/25/2016 Category: Estate Planning
What is the Real Tax that Creates Worry?
While the federal estate tax receives the news coverage, the bigger concern is the federal capital gains tax and the impact ... Capital Gains Tax

Date: 01/18/2016 Category: Estate Planning
Brain Dead Declaration Creates a Lawsuit
The issue of when a person can be removed from life support is making headlines in California as a family files a lawsuit. A ... Advanced Health Care

Date: 01/16/2016 Category: Estate Planning
Just How Healthy Are Elderly Baby Boomers?
The baby boomer generation may be living longer than previous generations but a real concern has arisen over health issues ... Advanced Health Care

Date: 01/15/2016 Category: Estate Planning
Guardianship Laws May Need to Be Expanded
There is a growing concern that guardianship laws need to be expanded in order to protect the elderly from abuse. Nearly ... Elder Abuse

Date: 01/14/2016 Category: Estate Planning
An Incentive Trusts Can Presents Problems
The limitations of incentive trusts should be considered carefully as people attempt to encourage their heirs to succeed. ... Estate Planning

Date: 01/10/2016 Category: Estate Planning
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

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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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