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Estate & Tax Planning

Letter of Instructions / “The Big Book of Everything MK II”

September 15, 2014

We receive a lot of calls from people who are trying to deal with the death of a loved one. Not only are they grieving ...

“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)

June 30, 2014

Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one ...

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 ...

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 ...

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 ...

What is a Trust?

May 22, 2013

For this month’s newsletter, we will go back to the basics to ensure that our readers can answer the basic question: What is a Trust? ...

Estate Planning for Blended Families – Let Me Count The Ways

October 1, 2012

As we are all aware, divorce is common in the modern U.S. One frequently cited statistic is that about 50% of all marriages will end ...

Importance of Proper Asset Ownership and Beneficiary Designations

July 31, 2012

This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...

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