Estate Planning

Special Needs Trust Accounts Created Under the ABLE Act

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 ...
Read More →

Asset Protection, How Did We Get Here?

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 ...
Read More →

Primer on Special Needs Trusts

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 ...
Read More →

POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix

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 ...
Read More →

Estate Planning is Not a One-Time Event (Updated February 2019)

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 ...
Read More →

Planning for Incapacity (Updated February 2019)

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 ...
Read More →

What is a Trust? (Updated February 2019)

“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 ...
Read More →

Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)

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 →

Request a Consultation

Thank you for completing our consultation form.

Estate Planning Services

Categories
Scroll to Top

This website uses cookies to ensure you get the best experience on our website.