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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A Simple Strategy For Wealth Building
Seriously, if you just do this one thing right for an entire lifetime you will end up wealthy. It is literally that simple. ... Investing

Date: 03/08/2014 Category: Estate Planning
Estate Planning For All Of Life’s Chapters
When you really think of it, who is better equipped to serve your interests under such dire circumstances than you yourself? ... Estate Planning

Date: 03/07/2014 Category: Estate Planning
Going Back To Basis
Recent tax law changes are turning traditional estate planning on its head. Indeed, moves long considered savvy-for example, ... Estate Planning

Date: 02/28/2014 Category: Estate Planning
The Boomer Inheritance Boomerang
For heirs, the emotions that come with sudden wealth can be a mix of guilt, loss, anger, regret, relief and hurt, perhaps ... Estate Planning

Date: 02/27/2014 Category: Estate Planning
A Medicaid Primer 101
If you have elderly parents, don't wait to learn about Medicaid - sometimes referred to by a litany of other state names, ... Elder Law

Date: 02/26/2014 Category: Estate Planning
Planning Your Family Business Legacy
These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and ... Business

Date: 02/24/2014 Category: Estate Planning
When Children Are Responsible For The Nursing Home Bill
If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could ... Elder Law

Date: 02/20/2014 Category: Estate Planning
Family Wealth And Financial Entropy
The numbers also show that roughly one in three businesses pass to the next generation. Just about 10% of family businesses ... Estate Planning

Date: 02/19/2014 Category: Estate Planning
Long-Term Care Lapse Logistics
In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a long-term ... Elder Law

Date: 02/18/2014 Category: Estate Planning
Medicare Rehab Requirements Relaxed?
What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical ... Elder Law

Date: 02/17/2014 Category: Estate Planning
Lifetime Gift Exclusion – A Wealth Transfer Bonanza
Congress voted in December 2010 to let wealthy Americans make tax-free gifts of as much as $5 million -- and the money ... Estate Planning

Date: 02/07/2014 Category: Estate Planning
Essential End-Of-Life (Legal Documents)
You will need legal authority to take charge of Mom or Dad's affairs. Not all planning is about how you leave your estate to ... Elder Law

Date: 02/06/2014 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.