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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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
Medicaid – It Gives … And Now Takes Back
Add this to the scary but improbable things people are hearing could happen because of the new federal health-care law: After ... Estate Planning

Date: 02/05/2014 Category: Estate Planning
So, Are You Ready To Prepare Your Last Will?
Let's face it; nobody relishes the task of making out a will. Squarely addressing the prospect of your own mortality can be ... Estate Planning

Date: 02/04/2014 Category: Estate Planning
Understanding Estate Tax “Portability” Protocol
Just when is the [amount of a deceased spouse's portable exclusion] available to a surviving spouse or the estate of a ... Estate Planning

Date: 02/03/2014 Category: Estate Planning
Understanding Medicare’s “Nursing Home” Coverage
Every year, thousands of Medicare patients who spend time in the hospital for observation but are not officially admitted ... Elder Law

Date: 02/02/2014 Category: Estate Planning
Should You Establish Your “Dynasty” Trust In South Dakota?
In the past four years, the amount of money administered by South Dakota trust companies has tripled to $121 billion, almost ... Estate Planning

Date: 01/31/2014 Category: Estate Planning
Challenges When Selling The Inherited Family Home
There's the emotional aspect of getting a loved one's home ready for sale - which likely includes clearing out his or her ... Estate Planning

Date: 01/26/2014 Category: Estate Planning
Of Family Gifts And Medicaid Lookback Rules
My mother gave me money in 2009. Now (2013) she is in a nursing home and needs to get Medicaid. Does that money need to go ... Elder Law

Date: 01/25/2014 Category: Estate Planning
For Want Of A Beneficiary Will The IRA Be Lost?
An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, ... Elder Law

Date: 01/24/2014 Category: Estate Planning
10 Steps To Giving On Purpose
Affluent Americans are committed to building a legacy both by using their wealth in positive ways and by passing their values ... Charitable Gifting

Date: 01/23/2014 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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