Advance Directive for Healthcare
Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)
October 21, 2014
This week, National Estate Planning Awareness Week, we’d like to take the opportunity to share information with you regarding estate planning. We provide individualized counsel ...
Read More →
Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan
September 11, 2014
A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be ...
Read More →
The Essence of Estate Planning: Let the Journey Begin
May 8, 2014
At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...
Read More →
Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023)
February 18, 2014
By Diane B. Weinberg and Loraine M. DiSalvo In the last edition of The Passionate Estate Planner, we discussed the different levels of incapacity an ...
Read More →
Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)
May 5, 2011
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...
Read More →
The Benefits of Proper Estate Planning (Updated February 2023)
May 5, 2011
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
Read More →
The Importance of Estate Planning
May 5, 2011
Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed ...
Read More →
Goals of Estate Planning
April 25, 2011
1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
Read More →
Request a Consultation
Thank you for completing our consultation form.
Estate Planning Services
Main Menu