Estate Planning
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 ...
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Asset Protection, How Did We Get Here?
February 4, 2015
If you have ever contemplated protecting your assets from the claims of others (creditors, spouses in divorce, personal guarantees, etc.), you have likely wanted to ...
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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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POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix
December 10, 2014
By Loraine M. DiSalvo Under the Federal Bank Secrecy Act, the U.S. Treasury Department was given the authority to collect information about financial accounts held ...
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Estate Planning is Not a One-Time Event (Updated February 2019)
October 24, 2014
It is important to revisit your estate plan periodically. Estate planning is not a one-time event. You want to be sure that the plans and ...
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Planning for Incapacity (Updated February 2019)
October 23, 2014
Most people don’t like to think about their own incapacity or their own death. However, the probability of disability increases with age, and death is ...
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What is a Trust? (Updated February 2019)
October 22, 2014
“What is a Trust?” is one of the most fundamental questions we want to answer for our clients. A trust is a legal relationship created ...
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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 ...
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