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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Should a Person Who Is Not a Family Member Serve as My Trustee?
Choosing a trustee? Consider the benefits of a non-family trustee, from managing personal liability to reducing family disputes. Learn key points to make the best choice.

Date: 06/25/2015 Category: Trust & Estate Administration
Who Gets Your Personal Property? Estate Planning Considerations
It is more likely that your family will come to blows over Great Grandmother's favorite serving platter than over a bank ... Estate Planning

Date: 06/24/2015 Category: Estate Planning
Would You Dig Up a Grave? For $50 Million?
A New York woman went to court to force a DNA test to prove that the man on her birth certificate was not her father. ... Estate Planning

Date: 06/23/2015 Category: Estate Planning
Fast and Furious Star Paul Walker’s Auto Collection Dispute
Paul Walker's estate sues for missing cars, including a Porsche, after his death. Learn how proper estate planning prevents misappropriation of assets.

Date: 06/22/2015 Category: Trust & Estate Administration
Estate Planning Tips for Widows
"A widow gets bombarded with all the things she'll have to do, so it's essential to have everything as organized and ... Estate Planning

Date: 06/19/2015 Category: Estate Planning
MLK Estate Battle May Finally Reach Settlement
A court-ordered mediator would help the parties put the "final touches" on an agreement, Eric Barnum, Bernice ...

Date: 06/18/2015 Category: Estate Planning
Shipping Mogul’s Widow Claims Stepchildren Cut Off Her Stipend, Files Lawsuit
A Florida widow who expected to be kept afloat for life by her shipping-magnate hubby's wealth is suing her stepkids in ...

Date: 06/17/2015 Category: Estate Planning
Billionaires May Sign Up for Giving Pledge, but Pledge Is Actually Non-Binding
The Giving Pledge emphasizes that it's a moral pledge. This distinction has a very real legal purpose: it eliminates the ...

Date: 06/16/2015 Category: Estate Planning
Washington Post Editor’s Watergate Papers Bequeathed to University of Texas
Explore the legacy of Washington Post editor Ben Bradlee as his estate donates Watergate-era documents and rare letters to the University of Texas archive.

Date: 06/15/2015 Category: Trust & Estate Administration
Control of Australia’s Rinehart Family Trust Goes to Daughter
Learn how a court ruling reassigned control of Gina Rinehart's $3B family trust, emphasizing the importance of fair trustee actions benefiting all beneficiaries.

Date: 06/12/2015 Category: Trust & Estate Administration
Even Still, Estate Disputes Continue for Robin Williams’ Family
A more precise estate plan may have saved the family of Robin Williams from their last round of court appearances to finally ... Estate Planning

Date: 06/11/2015 Category: Probate
Will Delaware Soon Be Estate Tax Free?
Would you consider estate tax a reason not to move your family to a particular state? Delaware considers the costs and may ... Estate Tax

Date: 06/10/2015 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.