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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Your Gift May Have Strings Attached: IRS Form 709
Technically speaking, whenever you give a gift to someone, you have to follow the gift-tax rules. You don't have to file a ... Asset Protection

Date: 10/12/2015 Category: Estate Planning
We Don’t Like to Do Wills Because We Don’t Understand the Process
Reports of the failure of Americans to have their wills properly prepared are frequent. But one survey revealed that we don't ... Estate Planning

Date: 10/11/2015 Category: Estate Planning
When Wills are Not Finalized, Final Wishes Do Not Always Get Carried Out
According to a homeless man in New York City, the executor of his long-standing friend and host is refusing to give him his ... Inheritance

Date: 10/10/2015 Category: Probate
Red Flags to Be Aware of When Choosing an Estate Planning Attorney
Most estate planning attorneys go into the practice area because they are ethical and caring individuals who enjoy helping ... Estate Planning

Date: 10/09/2015 Category: Estate Planning
Action Needs Now to Support Special Needs Trust Fairness Act
The fight is not over to have the Special Needs Trust Fairness Act become law. The Act has won a victory in the Senate, but ... uncategorized

Date: 10/07/2015 Category: Estate Planning
Bill Wurst Leaves Millions to his Alma Mater MSU
Bill Wurst, a 1959 alumnus in electrical engineering left $4 million to the MSU College of Engineering as a gift from his ... Charitable Gifting

Date: 10/02/2015 Category: Estate Planning
Keeping Estate Plans Current Protects Family Businesses
Whether it's a farm or a manufacturing facility, family businesses are a key part of the global economy. Family business ... Asset Protection

Date: 10/01/2015 Category: Estate Planning
Why You May Want a Trust to Achieve Your Estate Planning Goals
Trusts are the misunderstood poor cousins of wills. They do not have to be overly complicated and, depending on the ... Asset Protection

Date: 09/30/2015 Category: Estate Planning
Will You Leave Your Spouse or Kids a Mess or a Method?
In most households, one person pays the bills and the other person hopes that things are being handled correctly. All too ... Asset Protection

Date: 09/29/2015 Category: Estate Planning
Estate Planning Needed to Continue Family Farm Traditions
Sitting down for "that conversation" with family members is never an easy thing when it comes to planning for the ... asset protection

Date: 09/28/2015 Category: Estate Planning
Regular Estate Planning Updates Essential for Family Business Owners
An international survey of 336 middle-market family businesses recently reported in Forbes,"Most Family Business Owners ... asset protection

Date: 09/25/2015 Category: Estate Planning
Key Question for Estate Planners: Will I Outlive My Money?
While few of us ever feel that we have enough money for retirement, strategies to help ensure that your nest egg lives longer ... asset protection

Date: 09/24/2015 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.
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