Articles
Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
June 4, 2014
by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with ...
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Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)
May 22, 2014
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 ...
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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 ...
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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 ...
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Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)
October 21, 2013
In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to ...
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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?
September 17, 2013
I. Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
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Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?
July 30, 2013
In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets ...
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How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)
June 20, 2013
We are going back to the basics in this newsletter. We will first discuss what must happen for a Will to be validly executed. We ...
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