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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Burial Court Battle: Jim Thorpe’s Remains Stay in Jim Thorpe, PA
The remains of Jim Thorpe can remain in Jim Thorpe, Pa. That was the ruling handed down on Thursday by a federal appeals ... Estate Planning

Date: 11/05/2014 Category: Estate Planning
Timing Is Everything – Have Your Estate Planning Talks before It’s Too Late
Gresham advocates laying the groundwork for the estate-planning talk with a few separately held, lead-up discussions on ... Estate Planning

Date: 11/04/2014 Category: Estate Planning
Financial Impacts of Elder Abuse
According to the new survey, the most common types of financial loss reported: funds disappearing from accounts (reported by ... Elder Law

Date: 10/30/2014 Category: Estate Planning
Caring for Your Parents: Where Do You Begin?
There is no one right way to be a caregiver; everyone's situation is different. You will find that, among a host of things, ... Elder Law

Date: 10/29/2014 Category: Estate Planning
The Basics of Estate Planning
Are you childfree? Are you planning with an elder parent? Do any of your potential beneficiaries have special needs that must ... Asset Protection

Date: 10/28/2014 Category: Estate Planning
Lasting Charitable Giving Options
With a little research, a family should be able to find a suitable home for their estate and leave a lasting legacy - whether ... Charitable Gifting

Date: 10/27/2014 Category: Estate Planning
Family Feud over Large Estate Raises Questions about Deceased’s Passing
In what likely foretells a bitter probate battle to come, a judge ordered Wednesday that the body of wealthy Alamo Heights ... Probate

Date: 10/24/2014 Category: Estate Planning
Inheriting a Classic: When Books Are Valuable
Many people tend to overlook books as potential assets. And even if you bring a rare book to a general antiques dealer or ... Estate Planning

Date: 10/23/2014 Category: Estate Planning
Michael Jackson’s Estate Battle: Revived Allegations of Child Molestation
Robson, 32, still needs a judge's permission to file the probate court claim because it was brought in May 2013, nearly four ... Estate Planning

Date: 10/21/2014 Category: Estate Planning
Inheritance from a Long Lost Uncle? It Could Happen
An insular Hemel Hempstead man who died with an estate worth £750,000 has had his legacy split among 39 relatives who never ... Will

Date: 10/20/2014 Category: Estate Planning
IRS Fouls Up, Wants More Money from Michael Jackson’s Estate
Discover why the IRS raised its tax demand on Michael Jackson's estate to $731M, highlighting key lessons on estate valuation and accurate tax reporting.

Date: 10/18/2014 Category: Trust & Estate Administration
Tom Clancy’s Estate: A Lesson for Blended Families
Tom Clancy's estate can teach advisors a lesson about blended families. Clancy was a best-selling author whose books were ... Estate Planning

Date: 10/17/2014 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.
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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