Casey Kasem: Lessons Learned at the End of Life
In this, our first video issue of the Passionate Estate Planner, Diane Weinberg looks into the facts of the Casey Kasem matter as reported in
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Asset protection for beneficiaries in bankruptcy does not exist for outright transfers to beneficiaries.
Just reviewed a wonderful article written by one of the primary asset protection gurus in the country as to a recent bankruptcy court case where
Tips on choosing your estate planning team
Finding a trustworthy person with the right level of knowledge who is willing to serve as your executor, trustee, power of attorney agent or medical
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“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)
Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one
News Alert: U.S. Supreme Court Says Inherited IRAs Are Not Protected From Creditors Under Federal Bankruptcy Law
On June 12, 2014, the Supreme Court issued its decision in Clark et ux. V. Rameker, Trustee, et al, 573 U.S. _____ (2014), which is
Estate Planning – Focus on Same Sex Couples (Updated)
Everyone Needs Estate Planning; However, It Is More Critical For Some People. Estate Planning is Not Just for the Wealthy. You do not need to
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Creative Tax Planning Needs to be Able to Withstand Scrutiny in the Light of Day. Invisibility Can Only Give You a Sense of Ignorant Bliss.
Case in point: On May 9, 2014, various federal agencies announced that their criminal investigation of Swisspartners Group had come to an end with Swisspartners and
Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)
Everyone needs comprehensive estate planning. However, even though same sex couples who are legally married under the laws of a given state or foreign jurisdiction
