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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Will Changes May Lead to Hurt Feelings
I have four sisters and brothers, and three have taken out loans against their share of any inheritance - significant loans, ... Estate Planning

Date: 11/22/2014 Category: Estate Planning
Passing on a Family Business? Plan Wisely to Avoid Family Drama
It's a high-stakes multi-million-dollar sibling rivalry that reads like a Hollywood movie script and is playing out in a ... Estate Planning

Date: 11/21/2014 Category: Estate Planning
Suspected Misuse of Trust Lands Executor in the Court
Children of billionaire Richard Mellon Scaife accuse the executor of misusing a $210M family trust. Learn how clear trust terms can prevent disputes.

Date: 11/20/2014 Category: Trust & Estate Administration
Tax Considerations of Inherited Real Estate
My father-in-law left land to my mother-in-law, stating that it goes to the kids. A conflict has erupted. Now she wants to ... Estate Planning

Date: 11/19/2014 Category: Estate Planning
What Is an Ethical Will and Do You Need One?
These days, ethical wills are nonbinding documents that are increasingly seen as important legacy-building ingredients, say ... Estate Planning

Date: 11/14/2014 Category: Estate Planning
Choosing Guardians: Will You Hurt Someone’s Feelings?
My husband and I have decided we would want our kids to go to my brother and his family, who live in another city, a 10-hour ... Estate Planning

Date: 11/13/2014 Category: Estate Planning
Estate Taxes: Federal Vs. State
In the past, most people didn't have to worry about state estate taxes. Federal law provided an estate tax credit that ... Estate Planning

Date: 11/12/2014 Category: Estate Planning
IRS Increases Gift Tax Exemption for Next Year
As many estate planners anticipated, the Internal Revenue Service has raised the limit on tax-free transfers during life or ... Estate Planning

Date: 11/11/2014 Category: Estate Planning
How to Manage Unequal Inheritances
Of course, in most families, the split is an equal one, giving adult siblings no reason to quibble over the disposition of ... Estate Planning

Date: 11/10/2014 Category: Estate Planning
Beware of These Eight Estate Planning Faux Pas
Over the years, we've seen estate plans fail to do what they were intended to do. For your estate plan to remain a valuable ... Estate Planning

Date: 11/08/2014 Category: Estate Planning
Communication Is The “Key” to Unlock the Doors of the Estate
A 2012 study of 3,200 wealthy families by U.S. Trust showed that 70 percent failed to successfully transfer the family's ... Estate Planning

Date: 11/07/2014 Category: Estate Planning
Alzheimer’s Is a Potential Future Problem – Are You Ready for It?
Waiting to create an estate plan could result in significant out-of-pocket costs at the end of life. Or even worse, it could ... Estate Planning

Date: 11/06/2014 Category: Estate Planning

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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.
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