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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The Magic Of The Dynasty Trust
While dynasty trusts may at first glance seem complex, they are an excellent mechanism to create structure around the family ... Estate Planning

Date: 04/01/2014 Category: Estate Planning
Fraud Target: The Elderly
There are various reasons why our elders are such easy prey for these thieves. People taking advantage of other people is ... Elder Law

Date: 03/30/2014 Category: General
Inexpensive Places For Relocation Or Retirement
To find the Most Affordable cities, we started with America's 100 largest Metropolitan Statistical Areas (MSAs) and ... Estate Planning

Date: 03/29/2014 Category: Estate Planning
What’s The Holdup? Get Your Elder Law Estate Plan Now
When is the right time to create an elder law estate plan? Even though you may not want to be troubled with serious issues ... Elder Law

Date: 03/28/2014 Category: Estate Planning
Retirement Planning: Take The Home Off The Table
Future generations of homeowners should remember the frustrations and family struggles that were caused by the housing bubble ... Asset Protection

Date: 03/15/2014 Category: Estate Planning
Will Or Trust Or Both?
Either a will or a trust may be appropriate for your estate depending on your circumstances and neither is best for all ... Estate Planning

Date: 03/14/2014 Category: Estate Planning
Should You Have A Living Trust?
The most common and basic estate planning vehicles are wills and living trusts. Everybody should have a will or a living ... Estate Planning

Date: 03/14/2014 Category: Estate Planning
Estate Tax Vs. Inheritance Tax
"An estate tax is primarily based on the total value of a decedent's estate compared to the state's estate tax exemption ... Estate Tax

Date: 03/13/2014 Category: Estate Planning | General
Time To Set Your Clocks, Change Your Oil and … Update Beneficiaries?
Plan to review your beneficiary designations on a regular schedule, ideally as part of an annual review of your finances. ... Asset Protection

Date: 03/12/2014 Category: Estate Planning
Mindful Estate Planning By Fast And Furious Star
Recently, Paul Walker's father filed to open the estate, including Walker's Last Will and Testament.. It sheds some ... Estate Planning

Date: 03/11/2014 Category: Estate Planning
Helpful Habits To Build Your Nest Egg
Take advantage of these tips to grow your retirement nest egg this year. Are you saving for retirement? Whether you are or ... IRA

Date: 03/10/2014 Category: Estate Planning
Get Your Will In Order Now To Avoid Conflict Later
Avoid family conflicts over your estate. Learn how a clear, detailed will can protect your wishes and assets. Consult an expert estate planning attorney today!

Date: 03/09/2014 Category: Trust & Estate Administration

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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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