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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Traditional IRA Or Roth IRA?
Enlisting the help of a qualified wealth management professional to determine which type of IRA will best support a person's ... Asset Protection

Date: 04/24/2014 Category: Estate Planning
Is The New Girlfriend A Gold Digger?
Should you be happy or suspicious of dad's new girlfriend Goldie? If Goldie is in similar circumstances-divorced or widowed, ... Estate Planning

Date: 04/22/2014 Category: Estate Planning
Don’t Hide Your Head In The Sand — Get Your Estate Plan In Order!
When you blog about personal finance for people over 50, every so often you need to write a scold post. This is one of those ... Estate Planning

Date: 04/21/2014 Category: Estate Planning
Secret Trusts For Secret Beneficiaries
A better alternative for the secret paramour or child is the Totten trust. Millions of bank accounts are actually Totten ... Estate Planning

Date: 04/20/2014 Category: Estate Planning
Baby On Board … With Insurance!
A federal rule requires insurance providers to cover children signed up within 30 days of birth retroactively to day one. ... Estate Planning

Date: 04/19/2014 Category: Estate Planning
Ease The Estate Planning Pain
We get it: Nobody wants to contemplate his or her own mortality. Estate planning is going to hurt, at least a little ... Estate Planning

Date: 04/18/2014 Category: Estate Planning
2014 Grads, Can You Still Prepay For College?
Advocates of prepaid tuition plans call them "peace of mind programs" and say they still offer that comfort ... But ... Asset Protection

Date: 04/17/2014 Category: Estate Planning
Top Estate Planning Mistake: Failing To Update Beneficiaries
"Beneficiary designations that are inconsistent with your will can wreak havoc on a well-structured estate plan," ... Estate Planning

Date: 04/16/2014 Category: Estate Planning
Retirement Planning: How Long Do You Expect To Live?
While my mother never ran a retirement calculator or created a formal retirement plan, she incorporated her individual ... Asset Protection

Date: 04/10/2014 Category: Estate Planning
Don’t Fight Over the Estate! Five Tips from Canada
According to a report from BMO Wealth Institute, Canadians list conflict (54%), unpleasant surprises (37%) and financial or ... Estate Planning

Date: 04/09/2014 Category: Estate Planning
Safeguard Your Business With A Financial Power Of Attorney
Whoever you name as your financial power of attorney makes all of your financial decisions. By specifically picking someone ... Business

Date: 04/06/2014 Category: Estate Planning
Are You A Social Security Know-It-All?
Think you know enough about Social Security to make the best decision about when to claim your benefits? The catch is, when ... Elder Law

Date: 04/04/2014 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.
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.