By Richard M. Morgan The 2014 U.S. Tax Court case, Bross Trucking v Commissioner, illustrates the type of facts needed to shift business opportunities that
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
Casey Kasem: Lessons Learned at the End of Life Read More »
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
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
Tips on choosing your estate planning team Read More »
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
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
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
Estate Planning – Focus on Same Sex Couples (Updated) Read More »
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
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