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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Growing Old – Sissies Need Not Apply
Sorry, kids, but I was never gracious, and it just gets harder and harder. I want the right, at 86, to play kick-the-can, to ... Elder Law

Date: 11/26/2013 Category: Estate Planning
“Estate Planning” Described
Estate planning is the process of legally structuring the future disposition of current and projected assets. What is estate ... Estate Planning

Date: 11/25/2013 Category: Estate Planning
MOPM – Managing Other People’s Money
If you're handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker ... Estate Planning

Date: 11/22/2013 Category: Estate Planning
Family Meetings – More Than Just Fun
You don't have to be a blended family with a bunch of teenagers under one roof to need a family meeting (though it could ... Estate Planning

Date: 11/20/2013 Category: Estate Planning
Leaving Your Business By Design
One thing is certain about the relationship with your small business: One day in the future will be the last in your ... Business

Date: 11/19/2013 Category: General
Giving And Deducting
Making a charitable donation is not only a chance to make a difference: it's also an excellent way to reduce your tax burden ... Charitable Gifting

Date: 11/18/2013 Category: Estate Planning
Sharing Your Personal Financial Information – All In The Family
To ensure that your heirs have easy access to your financial life, leave them a road map. The best laid plans of mice and men ... Estate Planning

Date: 11/16/2013 Category: Estate Planning
State Death Tax Gotchas
The federal government giveth-and state governments taketh away. That's increasingly the case with estate and gift taxes. The ... Estate Tax

Date: 11/15/2013 Category: Estate Planning
Social Security Likes Diet COLA
The nation's elderly and disabled Social Security recipients will receive a 1.5 percent increase in payments in 2014. This is ... Medicare

Date: 11/14/2013 Category: General
Interesting Indexing – The Estate And Gift Tax Exemption
As many estate planners anticipated, the Internal Revenue Service has raised the limit on tax-free transfers during life or ... Estate Tax

Date: 11/13/2013 Category: Estate Planning
Trust Funds – Not Just For The Well-To-Do
When most people think about trust funds, they envision spoiled rich kids and wealthy families trying to dodge taxes on their ... Estate Planning

Date: 11/09/2013 Category: Estate Planning
Medicaid Dilemma – Sell Or Keep Your Home?
My mother went from private pay to Medicaid pay in her nursing home January 1, 2013. She now has zero money and all of her ... Elder Law

Date: 11/08/2013 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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