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 Litigation on the Rise as Families Drift Apart?
Some attorneys and judges believe that as the Baby Boom generation ages there will be an increase in the number of probate ... Probate

Date: 08/17/2014 Category: Probate
Could You Inherit Your Child’s Student Loans?
Normally you cannot inherit someone else's debt. However, there are key exceptions, as this California couple's story shows. ... Inheritance

Date: 08/16/2014 Category: Estate Planning
Will Changed After Dementia Diagnosis Raises Red Flags
When might a police commission get involved with estate litigation? When a new will created after a patient was diagnosed ... Estate Planning

Date: 08/15/2014 Category: Estate Planning
A Frank Discussion Now Can Avoid Family Strife Later
Discussing your estate plans with your adult children may be the single best defense against leaving a legacy of family ... Estate Planning

Date: 08/14/2014 Category: Estate Planning
Power of Attorney: Deciphering Different Types
Generally, there are four types of powers of attorney, or POA. A power of attorney is a legal document that allows you to ... Estate Planning

Date: 07/26/2014 Category: Estate Planning
What You Should Know About Wills
Your will is an essential tool in making sure that your property goes to the people you want to receive it after your death. ... Estate Planning

Date: 07/25/2014 Category: Estate Planning
Financial Planning: Don’t Go It Alone, Get a Financial Planner To Help
Financial planners are not just for rich people. Everyone, no matter where you stand financially, can benefit from the advice ... Estate Planning

Date: 07/24/2014 Category: Estate Planning
Is Your Estate Plan Up-To-Date?
In some cases, outdated or inadequate estate plans have led to highly-publicized disputes between heirs that have squandered ... Estate Planning

Date: 07/23/2014 Category: Estate Planning
Long-Term Care Questions for the Rhinestone Cowboy
[Glen Campbell's wife] Kim Campbell told The Associated Press in an email Thursday that the 78-year-old's Alzheimer's disease ... Elder Law

Date: 07/22/2014 Category: Estate Planning
IRA Required Minimum Distributions: When is the Right Time to Withdraw?
Ordinarily, the deadline for taking this so-called required minimum distribution is Dec. 31. But for your first such ... Estate Planning

Date: 07/21/2014 Category: Estate Planning
Stretch IRAs for Your Beneficiaries
This valuable estate-planning tool can help your beneficiaries make the most out of their inheritance but many investors do ... Estate Planning

Date: 07/20/2014 Category: Estate Planning
Higher Tax Rates on Trusts
While minimizing taxes is certainly not the only, nor even the primary, objective of trusts, it is a major issue for trustees ... Estate Planning

Date: 07/19/2014 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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