Probate, Guardianship, Estate Planning & Special Needs Planning

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COVID-19 UPDATE: In an abundance of caution, our offices are operating virtually for the safety of our clients and staff and limiting face-to-face meetings on an as-needed basis. Consultations may be scheduled virtually via Zoom or by telephone. We may arrange for Remote Online Notarization of documents and E-Recording services for enhanced efficiencies in signing, notarizing, and recording documents. From our family to yours, please be healthy and safe.  

COVID-19: A Reminder of Why Estate Planning Is Important

June 2020

Although most people are not likely to be in serious danger even if they come down with the coronavirus, it is a wake-up call to those who have been putting off creating or updating an estate plan. None of us knows what tomorrow will bring, so for your own peace of mind and the good of your loved ones, it is important to stop procrastinating.


There are several key documents an estate plan should include to protect you and your family if you should suddenly become very ill or pass away . . . 

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3 Simple Ways to Avoid Probate Costs

July 2020

The bad news: When a deceased person’s estate (all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to a variety of costs stemming from attorneys, executors, appraisers, accountants, courts, and state law. Depending on the probate's complexity, fees can run into tens of thousands of dollars.


The good news: Many of these probate costs can be reduced by avoiding probate. It’s really that simple.


Here are three simple ways to reduce or eliminate costs by avoiding probate . . . 

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Common Mistakes with Do-It-Yourself (DYI) Estate Plans

August 2020

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. . . 

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