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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Alzheimer’s And Dementia – No Time Like The Present To Plan
Most people want to talk about these issues, advisors admit. But because so many people with Alzheimer's cannot communicate ... Estate Planning

Date: 10/23/2013 Category: Estate Planning
Family Reunion Inheritance Incentive
Specifically, Albert's trust stipulates that every two years, in August or September, his nieces and nephews must meet for a ... Estate Planning

Date: 10/22/2013 Category: Estate Planning
Open Season On Medicare Enrollment
Medicare's open enrollment season begins Tuesday October 15. That's when the nation's 50 million Medicare beneficiaries who ... Elder Law

Date: 10/21/2013 Category: Estate Planning
Legacies, Like Gardens, Take Time And Planning
Cultivating a family legacy is not that different from tending a garden: land with poor prospects, at first glance, has to be ... Estate Planning

Date: 10/18/2013 Category: Estate Planning
The Estate Called “You”
Discover how unique assets, like intellectual property or sole proprietorships, challenge estate valuation & taxation after death. Learn key insights here!

Date: 10/17/2013 Category: Trust & Estate Administration
Making The Most Of Your Business Sale
When business owners take these three sets of actions, they're strongly positioning themselves to not only get the best ... Business

Date: 10/16/2013 Category: General
Appealing Denial Of Medicare Treatment
If you have a Medicare Advantage plan, your plan may overrule your doctor and refuse to cover a treatment or procedure that ... Elder Law

Date: 10/13/2013 Category: General
Appraisals – There Must Be A Method To Your Madness
Sloppiness of an appraisal doesn't matter. Reliability of an appraisal doesn't matter. Even proper application of facts ... Estate Planning

Date: 10/12/2013 Category: Estate Planning
What To Do When You No Longer Want Your Trust
Setting up a trust can be complicated. Now investors are discovering it can be even trickier to unwind one. Trusts are ... Estate Planning

Date: 10/11/2013 Category: Estate Planning
Roth IRA Inheritance Planning For Grandchildren
I have a Roth IRA that I would like used for my great-grandchildren's education. Can it be inherited by minors or a trust ... Estate Planning

Date: 10/10/2013 Category: Estate Planning
When There’s No One To Bat For You (Health Care Agents)
What happens when there’s no one to make health care decisions for you? Learn the importance of advanced directives and explore solutions for seniors.

Date: 10/04/2013 Category: Trust & Estate Administration
Prospective Inheritors Not Hopeful
Three-quarters of people responding to a new survey said they don't expect to inherit money, but financial experts say they ... Estate Planning

Date: 10/03/2013 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.
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.