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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So Many Trusts, So Little Time!
Here's the basic concept behind trusts: a trust allows an individual to separate the legal ownership of property from the ...

Date: 09/22/2015 Category: Estate Planning
Estate Planning for Millennials
People of all ages need to do estate planning, even Millennials who are just starting to consider themselves grown-ups. These ... Estate Planning

Date: 09/21/2015 Category: Estate Planning
Before You Say “I Do,” Do This
Financial planning should be a part of every couple's wedding planning, whether they are just starting out or if they are ... asset protection

Date: 09/18/2015 Category: Estate Planning
When Your Legacy is Measured in Acres
For farmers, land is far more than an asset to be valued and sold. Land is a legacy to be protected, a resource that ... asset protection

Date: 09/17/2015 Category: Estate Planning
Inheritance Issues Better Managed with Planning and Communication
Adult children worry about their parent's finances, but whether they are worried for the right reasons is sometimes hard to ... asset protection

Date: 09/16/2015 Category: Estate Planning
How QTIPs Are Used to Preserve and Control Assets
Second and subsequent marriages that occur later in life present challenges when it comes to estate planning. While no longer ... Estate Planning

Date: 09/15/2015 Category: Estate Planning
Discussion: What Kind of Death Do You Want?
Death is truly our final frontier. Most of us like to imagine a story-book ending: lying in our bed at home, surrounded by ... asset protection

Date: 09/14/2015 Category: Estate Planning
A Checklist for the Executor
Learn key steps for an executor to settle an estate, from handling assets to paying debts and taxes. A checklist for managing the responsibilities with care.

Date: 09/12/2015 Category: Trust & Estate Administration
Retirement Savings Options for Self-Employed
Unlike people who work for an employer and can set automatic deductions for their IRA accounts, self-employed people need to ... asset protection

Date: 09/11/2015 Category: Estate Planning
If You Have No Will, There’s No Way Your Heirs Will Know Your Wishes
Consider your will as one last chance to let your heirs know how much you love them - because you thought enough of them to ... asset protection

Date: 09/10/2015 Category: Estate Planning
Estate Planning For Adult Children with Mental Illness or Addictions
When their daughter had a breakdown while attending college, there was nothing that Keisha Sacher's parents could do when she ... Estate Planning

Date: 09/09/2015 Category: Estate Planning
Family Limited Partnerships and Family LLCs About to Get Overhauled
The details are still unknown, but family limited partnerships and family limited liability companies are being scrutinized ... Estate Planning

Date: 09/08/2015 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.