Articles 2015
Having Those Hard Conversations During the Holidays
December 21, 2015
The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created …
In Celebration of National Adoption Awareness Month, We Focus on the Estate Planning Effects of Adoption
November 20, 2015
November is Adoption Awareness Month. In celebration, this issue of the Passionate Estate Planner will focus on adoption, and the estate planning effects adoptions can …
Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)
September 10, 2015
This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should …
Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction (RLTs Part 1 / Updated February 2019)
June 30, 2015
For the most recent information on this topic, please click here. You (or someone you know) may have heard that a Revocable Living Trust (often …
VA Benefits FAQ
April 24, 2015
When we talk with seniors and their families, we find that they all have the same question: how can they finance long-term care? Whether they …
Planning for Long Term Care
March 27, 2015
As consumers, we are used to celebrity endorsements for things like shampoo, cars, cosmetics and beverages, but for long term care insurance? That seems like …
Special Needs Trust Accounts Created Under the ABLE Act
February 17, 2015
by Diane Weinberg This month’s Passionate Estate Planner continues our discussion of trusts used in special needs planning. In January, we looked at three types of …
Primer on Special Needs Trusts
January 29, 2015
by Diane Weinberg Last week, I received my first phone call about the Achieving a Better Life Experience (ABLE) Act, new legislation creating a type of …
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