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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Estate Plan Fundamentals: Documents and Differences
Estate planning involves far more than a will to transfer assets after death, and is not just for the wealthy. If you have a ... Estate Planning

Date: 07/29/2015 Category: Estate Planning
Anna Nicole Smith’s Legal Saga Winds Down – Maybe
For nearly two decades, celebrity tabloids and the estate planning bar have had a shared interest in the long-running ... Estate Planning

Date: 07/28/2015 Category: Estate Planning
Even the Wealthy Make Mistakes in Estate Planning – Bigger Mistakes!
Perhaps having attained success that leads to wealth makes wealthy people think that they are not going to make any mistakes ... Estate Planning

Date: 07/27/2015 Category: Estate Planning
Billionaires, Not Family Farmers, Push for Estate Tax Repeal
We've all heard the stories of family farmers and mom-and-pop stores who make for great news interviews when it comes to ... Estate Tax

Date: 07/24/2015 Category: Estate Planning
Times When it is Worthwhile to File an Estate Tax Form
With the changes in the tax law, most estates today are not required to pay federal estate taxes and that also means there is ... Estate Tax

Date: 07/23/2015 Category: Estate Planning
Well-Known Bank Pays $8 Million in Damages after Being Found Guilty of Committing Trustee Fraud
Learn how Wells Fargo faced an $8M fraud judgment for mismanaging a trust. Key takeaways for ensuring professional trustees act in beneficiaries' best interests.

Date: 07/22/2015 Category: Trust & Estate Administration
Not Every Elder is as Wise as the King of Solomon
When two women both claimed a child as their own, the dispute was brought before King Solomon. His edit was terrifying to ... Inheritance

Date: 07/21/2015 Category: Estate Planning
Germanwings Co-Pilot’s Estate Declares Bankruptcy
As a result of a German law that makes any heirs liable for any debts, no one is making any claims on the estate of the ... Estate Planning

Date: 07/20/2015 Category: Estate Planning
Peace Trust Dissolved to Spare Desmond Tutu Embarrassment
A trust created by Archbishop Desmond Tutu, has been quietly dissolved earlier this year, yet another victim of a family that ... Estate Planning

Date: 07/19/2015 Category: Estate Planning
Boomers Are Still Changing the Rules, This Time Regarding Inheritances
Boomers are devoted parents, and their children, who struggle with a challenging economic environment, appreciate the help. ... Estate Planning

Date: 07/18/2015 Category: Estate Planning
The Giving Pledge Comes At a Cost
A new round of billionaires have committed to taking The Giving Pledge, created by Bill Gates and Warren Buffet, agreeing to ... Estate Tax

Date: 07/17/2015 Category: Estate Planning
Newly Discovered Stock Certificate Re-Opens Estate of Lawman Elliot Ness
Best known as a Prohibition era lawman who battled against powerful mobsters, Elliot Ness had a second career as the CEO of ... Estate Planning

Date: 07/16/2015 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.