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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Special Plans for Special Needs Children
Planning for family members with special needs can be overwhelming, particularly when so many decisions may have lifelong ... Trusts

Date: 04/09/2015 Category: Estate Planning
Legendary Coach Dean Smith Continues Coaching through His Will
Former University of North Carolina basketball coach Dean Smith, who died last month at 83, is treating his former players to ... Estate Planning

Date: 04/08/2015 Category: Estate Planning
Would You Give All of Your Wealth to Charity?
Apple Inc (AAPL.O) Chief Executive Tim Cook is joining the roster of the very rich who are giving away their wealth. Yahoo ... Estate Planning

Date: 04/07/2015 Category: Estate Planning
Trust Companies – Choices, Choices
If figuring out the price of a car is tough, try setting up a trust. Published fee schedules offer some guidance, but since ... Estate Planning

Date: 04/06/2015 Category: Estate Planning
Protect Your Estate from Identity Theft
The recently deceased continue to exist on paper, and this may be the case for some time. Meanwhile, many bankable facts -- ... Estate Planning

Date: 04/03/2015 Category: Estate Planning
Conflict of Interest Causes Attorney to Withdraw from Estate Case
Attorney withdraws from estate case due to conflict of interest tied to sheriff’s investigation. Our probate lawyer delves into the complex legal issues...

Date: 04/02/2015 Category: Probate
Options for Communicating Estate Wishes to Family
If you are the spouse that handles the finances, take my advice seriously. Don't frustrate yourself and cause your spouse ... Estate Planning

Date: 04/01/2015 Category: Estate Planning
Should Heirs Be Required to Pass a Drug Test?
Democratic Rep. Linda Sanchez offered a baffling defense of the death tax Wednesday during a hearing examining the sometimes ... Estate Planning

Date: 03/31/2015 Category: Estate Planning
Estate Tax Impact on a Non-U.S. Citizen Spouse
The estate tax laws differ for U.S. citizens vs. non-U.S. citizens. When there is a large estate, this could mean a hefty ... Estate Planning

Date: 03/30/2015 Category: Estate Planning
Did You Inherit a Roth IRA? Get to Know Your Options
In order to make sound financial decisions, you must have a good understanding of the rules. Receiving an inheritance is one ... Inheritance

Date: 03/27/2015 Category: Estate Planning
Beware – Inheritance Thief!
Learn how to protect your estate from inheritance theft. Discover the risks of choosing the wrong administrator and the importance of legal guidance.

Date: 03/26/2015 Category: Trust & Estate Administration
Sibling Rivalries Don’t Always End after Childhood
Siblings can be our closest family members. But when it comes to litigation over family property or money, genetics can fall ... Estate Tax

Date: 03/24/2015 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.