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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Six Trusts You May Never Have Considered
Trusts for burials, Bentleys, blunderbusses, Basset Hounds, Beaujolais and blowhards: Not all trusts fit into the traditional ... Estate Planning

Date: 01/22/2014 Category: Estate Planning
IRA Conversions To Roth Have Been Popular
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into ... Estate Planning

Date: 01/19/2014 Category: Estate Planning
Watch Out! Some States Have Death Taxes!
State estate taxes? That's another story. Sixteen states and the District of Columbia impose an estate tax, and some kick in ... Estate Planning

Date: 01/18/2014 Category: Estate Planning
Are Your Charities Good Stewards Of Your Philanthropy?
Want to better understand the mistakes charities make, so you can do a better job in your own philanthropic endeavors? ... Charitable Gifting

Date: 01/17/2014 Category: Estate Planning
Jump-Starting Your Estate Plan
Like so many things in life, taking care of your estate planning now is the right step, even if you don't have any ... Estate Planning

Date: 01/13/2014 Category: Estate Planning
Mental Health And Medicare Coverage
On Jan. 1 ... for the first time since Medicare's creation seniors who seek psychological therapy will be responsible for 20 ... Elder Law

Date: 01/12/2014 Category: Estate Planning
Does Your Trust Need A Tune-Up?
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. ... Estate Planning

Date: 01/11/2014 Category: Estate Planning
Life, Death, Medical Ethics And The Law
Two young females, both brain dead without warning, remain on ventilators while their devastated families challenge the ... Elder Law

Date: 01/10/2014 Category: Estate Planning
Wealth Transfer Tips For Parents (And Grandparents)
People who take good care of their children take good care of their money, and people who take good care of their money take ... Estate Planning

Date: 01/09/2014 Category: Estate Planning
Are Your Beneficiary Designations Up-To-Date?
You may have made a giant estate planning mistake without even knowing it - forgetting to update the names of your ... Estate Planning

Date: 01/06/2014 Category: Estate Planning
Your Legacy Is Worth More Than Money
The economic downturn, steep health-care costs and longer lives may mean less money being left to boomers by their ... Estate Planning

Date: 01/04/2014 Category: Estate Planning
Protecting Your IRA From Your Kids
What if you like the idea of leaving your IRA to your kids-but worry that they'll blow the tax advantages involved? Enter a ... Estate Planning

Date: 01/03/2014 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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