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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Wealth Needs a Deep Bench of Talent
Managing and growing wealth requires a deep bench of skilled and trusted advisors. Among millionaire investors, a third are ... Estate Planning

Date: 09/03/2015 Category: Estate Planning
Why Your Estate Plan Needs to Be Reviewed and When
Life is about changes, both good and bad. Children grow up and marry and have children of their own. Families experience the ... asset protection

Date: 09/02/2015 Category: Estate Planning
The Best Estate Sales from the Most Eccentric People!
No stranger to unusual estate issues -- like a pet eel with no named caretaker and a security detail for a ring worth half a ... Estate Planning

Date: 08/31/2015 Category: Estate Planning
Minor Children and Trusts
Trusts for minor children offer financial security by distributing assets gradually, covering health, education, and other needs until they reach a mature age.

Date: 08/28/2015 Category: Trust & Estate Administration
Untraceable Bonds, Zero Credentials and Investors Who Believed a Con Artist
A word to the wise: if you cannot find an independent financial report on an investment property, usually that is because it ... asset protection

Date: 08/27/2015 Category: Estate Planning
Should You Have a Trust?
Trusts are widely used by estate planning attorneys, with good reason. Trusts are a good way to pass wealth from one ... asset protection

Date: 08/26/2015 Category: Estate Planning
Three Estate Planning Fundamentals You Can Fix
It's so easy to put off estate planning, when lives are busy and there are more inviting things to think about than death and ... asset protection

Date: 08/25/2015 Category: Estate Planning
Why You Should Put an Estate Planning Attorney on Your Cancer Defense Team
Cancer patients from low-income, at-risk populations face an even tougher road to a cure than those who are well-off. Even if ... asset protection

Date: 08/24/2015 Category: Estate Planning
The Biggest Challenges to Estate Planning
Getting to a successful estate plan can be a tricky road to follow. Laws create a path that has many steep inclines and sharp ... Estate Planning

Date: 08/21/2015 Category: Estate Planning
Penny-Wise and Pound-Foolish: The Expensive Cost of Cheap Wills
Families in the United States and the United Kingdom who think they can save a few pence by downloading wills from online ... Estate Planning

Date: 08/20/2015 Category: Estate Planning
One Lawsuit against Estate of Adam Lanza’s Mother May Be Nearing Settlement
A lawsuit has been filed by 16 of the victim's families from the Sandy Hook Elementary School shootings against the shooter's ... Estate Planning

Date: 08/19/2015 Category: Estate Planning
What to Do when a Million Dollar Inheritance Costs Too Much?
For most people, turning down a million dollar inheritance seems crazy - but if you are already wealthy, turning down certain ... Estate Tax

Date: 08/18/2015 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.