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 Look Back at My Back and Forth Path
Attorney Peter Keon celebrates his 20th anniversary with the firm with a story about how he got here!

Date: 08/02/2023 Category: General
Will Robotics and AI Be the Future of Elder Care?
Technological advancements in robotics and artificial intelligence may be opening the doors to new possibilities for supporting aging people.

Date: 07/24/2023 Category: General
One Summer in Albuquerque
Phil Kavesh's summer in Albuquerque. As I always did, I took my father’s words very seriously, as gospel, which is why his commandment surprised me.

Date: 06/30/2023 Category: General
What Is Respite Care? Can It Help With Caregiver Burnout?
It is easy to burn out when you are responsible for providing full-time care to an aging or disabled loved one.

Date: 06/09/2023 Category: General
Is "Aging in Place" Right for Me?
Most older adults want to remain in their homes and communities as they age rather than move into assisted living facilities or nursing homes. Our attorney explain.

Date: 05/25/2023 Category: General
How I Met My Kindred Spirit
You may know that I go on an annual pilgrimage to Major League Baseball spring training in Florida. I'd like to share a little history of it.

Date: 04/25/2023 Category: General
Why the Bankruptcy Code Falls Short on Inherited IRAs
A Supreme Court ruling found that inherited IRAs cannot be considered retirement assets and can be seized during bankruptcy proceedings. Our attorney explains.

Date: 04/16/2023 Category: General
Majority of Adult Children Cannot Support Boomer Parents
A survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?

Date: 03/14/2023 Category: General
The Parent Care Conversation
One of the hardest things for aging parents and their adult children to do is sit down and have a frank discussion about the future.

Date: 02/27/2023 Category: General
5 Reasons for Seniors to Celebrate in 2023
With the new year upon us, there are some silver linings—in particular for seniors. Here are five reasons for seniors to celebrate in 2023!

Date: 01/27/2023 Category: General
Barbara Walters Interviewed Me!
By Attorney Philip Kavesh. When I heard of the recent passing of internationally renowned journalist and TV celebrity, Barbara Walters, a stream of memories...

Date: 01/26/2023 Category: General
Would You Like to Downsize Your Home and Increase Your Retirement Income Without Paying Any Capital Gains Taxes?
If you ever wanted to sell your home, but felt like you couldn't because of capital gains taxes, then be sure to consider getting a Capital Gains Bypass Trust!

Date: 12/13/2022 Category: General

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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.