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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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
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

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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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