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 Planning Keeps Your Life Private by Steering Clear of Probate
Among the many benefits of having a well-designed estate plan is making the process of administering your estate much less of ... Asset Protection

Date: 08/13/2015 Category: Probate
Caregivers Need Help To Cope with Challenges Also
Helping a loved one when they are not able to care for themselves, whether because they are ill or frail due to advancing ... Estate Planning

Date: 08/12/2015 Category: General
Tragic Death of Bobbi Kristina Brown Holds Grim Lessons for Parents
The tragic and untimely death of Whitney Houston's daughter Bobbi Kristina Brown holds a number of lessons in estate planning ... Asset Protection

Date: 08/11/2015 Category: Estate Planning
Baseball Legend’s Contentious Divorce Becomes a Contentious Estate Battle
Ernie Banks, known as "Mr. Cub" had been diagnosed with dementia just days before he signed a will leaving his ... Asset Protection

Date: 08/06/2015 Category: Estate Planning
FINRA Helpline for Seniors Is Flooded with Calls, Many Are from Heirs
FINRA launched the Securities Helpline for Seniors on April 20, and it became very popular, very quickly. In addition to ... Asset Protection

Date: 08/05/2015 Category: Estate Planning
Arbitration in Nursing Home Contracts are Enforceable Nationwide
In 2012, a U.S. Supreme Court ruling made it legal for nursing homes in New York State to use and enforce arbitration ... Elder Law

Date: 08/04/2015 Category: General
Guidelines for the First-Time Executor
First-time executor? Learn essential steps to manage an estate effectively, from locating the will to securing property. Get practical tips for a smoother...

Date: 08/03/2015 Category: Trust & Estate Administration
Long Lost Sibling Sends Brothers on a Million Dollar Scavenger Hunt
For most families, the idea of being out of touch with a sibling for decades is unusual. Even more unusual would be learning ... Estate Planning

Date: 07/31/2015 Category: Estate Planning
Protect Your Estate, Protect Your Estate Planning Documents
Congratulations - you have an estate plan! Now it's time to turn your attention to ensuring that these important documents ... Estate Planning

Date: 07/30/2015 Category: Estate Planning
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

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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.