P-Wills & Estate Planning
Estate & Trust Disputes: Common Types and How to Avoid Them
By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. …
“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)
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 …
News Alert: U.S. Supreme Court Says Inherited IRAs Are Not Protected From Creditors Under Federal Bankruptcy Law
On June 12, 2014, the Supreme Court issued its decision in Clark et ux. V. Rameker, Trustee, et al, 573 U.S. _____ (2014), which is …
Estate Planning – Focus on Same Sex Couples (Updated)
Everyone Needs Estate Planning; However, It Is More Critical For Some People. Estate Planning is Not Just for the Wealthy. You do not need to …
Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with …
Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)
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 …
The Essence of Estate Planning: Let the Journey Begin
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 …
Importance of Proper Asset Ownership and Beneficiary Designations
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 …