June 3, 2015

1.  Historically, a “will” was used to distribute of real estate after one’s death and a “testament” was used to dispose of personal property. Today those instructions are combined into a single document, called a “last will and testament.”

2.  When British Scientist James Smithson bequeathed his estate to the United States of America, to found the Smithsonian Institution in 1829 he had never visited the United States.

3.  The r...

June 2, 2015

Probate is a legal process that takes place after someone dies. The deceased can wither die with a will (testate) or without a will (intestate).  If a trust is involved, probate may be unnecessary.  If you have seen the hunger games , you know that the plot involves a dystopian future where Katniss Everdeen voluntarily takes her younger sister's place in the Hunger Games, a televised fight to the death in which two teenagers f...

June 1, 2015

  • “I will gladly defer to your legal expertise. Excuse me.”

It is important to have a trusted professional estate planning lawyer with the experience to handle your unique situation.

  • “That would be unwise.”

Over 50% of Americans have not planned for their future with a will, living trust or medical directive.  Don't be one of the unwise.

  • “Then you have just inherited his responsibility as Chief Executive Officer.”


May 29, 2015

1.  The Descendants (2011) A multi-layered story about Matt King (George Clooney) containing plots and sub-plots that dominate our attention, the movie title refers to the fact that King is the descendant of a wealthy banker and a Hawaiian princess. Kings parents left valuable real estate in Hawaii in a trust. With that trust about to end, King must decide whether to sell the land to a developer, enriching himself and his gree...

May 26, 2015

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