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.

<1...84 85 86 87 88 89 90...110 >

Page 87
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
Take a Note From the Clintons on QPRTs
Bill and Hillary Clinton are making headlines for their use of the qualified personal residence trust or QPRT - lovingly ... Taxes

Date: 07/18/2014 Category: Estate Planning
Any Life Changes as of Late? It’s Time to Freshen Up Your Estate Plan!
All sorts of things can change over the course of our lives-and some of those changes may affect existing estate plans. ... Estate Planning

Date: 07/17/2014 Category: Estate Planning
Rising Costs of Special Needs Care
New studies are providing more current cost estimates. "What we found was shocking," Mandell said. "This is a ... Long Term Care

Date: 07/11/2014 Category: Estate Planning
Long-Term Investing: Three Ways to Generate Growth
"It takes money to make money." What drives long-term investments to succeed? We all know the saying "It takes ... Investing

Date: 07/09/2014 Category: Estate Planning
Does Your Will Hold Up in Court?
All too often, people go to great pains to write a will and put other estate-planning documents in place, only to have a ... Estate Planning

Date: 07/08/2014 Category: Estate Planning
Are You to Blame for Your Retirement Mistakes?
When it comes to retirement investing, the dangerous moving part is - you. According to a recent Forbes article titled ... Investing

Date: 07/07/2014 Category: Estate Planning
US Supreme Court Ruling Permits Creditors to Go After IRAs
In a unanimous ruling written by Justice Sonia Sotomayor, the court said inherited IRA money not received from a spouse isn't ... Asset Protection

Date: 07/04/2014 Category: Estate Planning
Family Feud Breaks Out During Casey Kasem’s Final Days
The public battle -- always emotional and sometimes bizarre -- began in October 2013 when daughters Julie and Kerri led a ... Estate Planning

Date: 07/02/2014 Category: Estate Planning
Don’t Invest with an “Island” Mentality
The result of an "island" mentality is a portfolio that isn't fitted to the individual for maximum efficiency. A ... Asset Protection

Date: 07/01/2014 Category: Estate Planning

<1...84 85 86 87 88 89 90...110 >

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.