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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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
Estate for Sale: Come One, Come All!
Liquidating a relative's estate is one of the most personal ordeals, yet it is becoming increasingly common, people in the ... Estate Planning

Date: 03/23/2015 Category: Estate Planning
Will Millennials Invest Inheritances Wisely? Wall Street Has Concerns
It seems that the millennials are going to inherit a lot more from their baby boomer parents than just some tie-dyes, Steely ... Investing

Date: 03/20/2015 Category: Estate Planning
Proposed Pro Se Estate Planning Forms in Texas Supreme Court
If passed the bill would direct the Texas Supreme Court to create various forms to aid individuals in creating wills and ... Estate Planning

Date: 03/19/2015 Category: Estate Planning
Ernie Banks’ Estate Administration under Fire for Unpaid Funeral Expenses
Ernie Banks' estate faces turmoil as unpaid funeral expenses add to ongoing legal disputes over assets, a secret will, and estate administration failures.

Date: 03/18/2015 Category: Trust & Estate Administration
Scandal, Disinheritance and One Son’s Quest to Find Hidden Millions from Father’s Estate
Sidney Kronenberg, who owned an East Williamsburg hardware business called Brown Industries Inc., died in 2010 with about $8 ... Estate Planning

Date: 03/17/2015 Category: Estate Planning
What Can We Learn from Robin Williams’ Estate Planning Missteps?
As I have previously discussed, in spite of thorough planning, the estate of Robin Williams faces additional legal action ... Estate Planning

Date: 03/13/2015 Category: Estate Planning
Another Celebrity OOPS – No Will for Greg Plitt
Bravo's fitness star Greg Plitt -- who was hit and killed by a commuter train -- did not have a will, and now his family is ... Estate Planning

Date: 03/11/2015 Category: Estate Planning
Blended Families Require Proper Planning
Second marriages bring additional estate planning considerations, especially when children from past relationships are ... Estate Planning

Date: 03/10/2015 Category: Estate Planning
Don’t Forget to Sign Those Documents!
A missing signature is at the heart of a legal battle in Australia. A man's estranged wife, who wanted to remarry, had served ... Estate Planning

Date: 03/09/2015 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.
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