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 Administration 101: Pay Applicable Taxes
When a loved one dies, the resulting tax issues must be handled. The person to handle these issues is typically identified in ... Taxes

Date: 03/02/2015 Category: Estate Planning
Dispute over Ernie Banks’ Will
A dispute between the family of Ernie Banks and the woman who cared for him during his final years intensified Monday with ... Will

Date: 02/28/2015 Category: Probate
Leaving a Legacy through Private Foundations
So you've got a private foundation. Have you thought about who would run it after your death? Peter Karoff, founder of The ... Estate Planning

Date: 02/26/2015 Category: Estate Planning
Which Trust Is Best for You?
Trusts can range from simple to extremely complex, and are a standard tool in the anti-estate-tax arsenal. Trusts are a legal ... Estate Planning

Date: 02/25/2015 Category: Estate Planning
Cohabiting Couples May Need Estate Plans Too
Fewer young people are taking the trip down the aisle, opting instead to cohabitate. This is creating a variety of unique ... Estate Planning

Date: 02/24/2015 Category: Estate Planning
Late Iowa Attorney Being Sued for Estate Settlement Fraud
The parents of a Hudson boy who died in a 2011 water skiiing accident said they were bilked by their former attorney. ... uncategorized

Date: 02/20/2015 Category: Estate Planning
Estate Planning Changes from Obama’s Budget Proposal
Just when you thought the estate tax laws were permanent, President Barack Obama comes out with a comprehensive plan for ... Estate Planning

Date: 02/19/2015 Category: Estate Planning
A Super Bowl Win Won’t Get Tom Brady out of Paying His Taxes
A Super Bowl win and a free truck? Tom Brady has a lot to celebrate. In fact, he's so happy he may even give his new truck to ... Gifting

Date: 02/18/2015 Category: General
Social Media Post Led Robbers to Steal Inheritance
Authorities said the men said during the robbery that they had seen recent social media postings from a resident that he had ... Estate Planning

Date: 02/17/2015 Category: Estate Planning
Court Battle Heats Up over Robin Williams’ Estate
Robin Williams’ family faces a court dispute over his estate as his children and widow contest his trust terms. Learn the importance of clear estate planning.

Date: 02/13/2015 Category: Probate
Woman in China Posts Ad for Stand-In Daughter to Inherit Estate
A wealthy elderly woman in Zhengzhou, Henan Province, has social media buzzing after posting a classified ad in the hopes of ... Estate Planning

Date: 02/12/2015 Category: Estate Planning
Estate Planning Checklist for 2015
January is generally a busy month for estate planners as clients follow up on resolutions to get their estate plans in order. ... Estate Planning

Date: 02/11/2015 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.