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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Young Adults Need Estate Planning Too
People in their 20s often do not think that they need to worry about estate planning. They plan to live much longer, so they ... Estate Planning

Date: 12/16/2014 Category: Estate Planning
Learn from Celebrity Estates in 2014
Important lessons about estate planning can often reach the general public through issues over celebrities' estates. 2014 has ... Estate Planning

Date: 12/15/2014 Category: Estate Planning
Get Your Estate Tax Break before It’s Too Late!
The IRS is throwing a lifeline to taxpayers who missed an important deadline for estate tax purposes. Have you heard of ... Estate Planning

Date: 12/13/2014 Category: Estate Planning
Your Trustee Passed Away – Now What?
When a trustee passes away or is incapacitated, a successor trustee steps in. Discover the essential duties, responsibilities & guidance for successor trustees.

Date: 12/11/2014 Category: Trust & Estate Administration
Charitable Gifts: It’s All in the Delivery … At Least for Tax Purposes
With the holiday season in full swing, 'tis the season to review date of delivery rules for charitable gifts, which determine ... Charitable Gifting

Date: 12/09/2014 Category: Estate Planning
James Brown’s Companion Challenges Estate, Claims to Be Brown’s Wife
In 2007, Hynie contested the will, claiming to be Brown's wife and entitled to a spousal share of his estate. Under a ... Will

Date: 12/05/2014 Category: Estate Planning
Supposed Billionaire Dies Penniless: Irony or Foul Play?
Probate records reveal that he died without a will and left an estate valued at 'nil' in England and Wales. It is not known ... Estate Planning

Date: 12/04/2014 Category: Probate
Tax Law Changes Should Prompt Estate Plan Reviews
There have been recent changes to tax laws that create the need for married couples to review their wills, especially ... Estate Planning

Date: 12/02/2014 Category: Estate Planning
Protect Your Estate Plan through Document Storage
How important is it to preserve one's original estate planning documents? Where should one keep these documents? If you've ... Estate Planning

Date: 11/27/2014 Category: Estate Planning
Blended Family? Ways to Avoid Conflict
In unions of those who marry twice, about 65 percent include children from prior marriages, according to the National ... Blended Family

Date: 11/26/2014 Category: Estate Planning
Sorry, You Can’t Disinherit Your Spouse!
In general, the concept of testamentary freedom makes a person free to dispose of their property as they see fit when they ... Estate Planning

Date: 11/25/2014 Category: Estate Planning
Can I Really Lose Control of My Estate?
very decision you make, whether personal, financial, or legal, should be designed to maximize your control over your ... Estate Planning

Date: 11/24/2014 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.