Newsletters
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 & Trust Disputes: Common Types and How to Avoid Them
September 12, 2014
By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. ...
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Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan
September 11, 2014
A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be ...
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Casey Kasem: Lessons Learned at the End of Life
August 14, 2014
In this, our first video issue of the Passionate Estate Planner, Diane Weinberg looks into the facts of the Casey Kasem matter as reported in ...
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“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 ...
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Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach
June 5, 2014
This article is part of a series on Estate and Trust Disputes. Other resources include: Estate & Trust Disputes: Common Types and How to Avoid ...
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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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