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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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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 ...
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Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

June 29, 2012
Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan.   Why is this ...
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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...
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Dispute Resolution Case Study

May 5, 2011
When Ronald Black was diagnosed with terminal cancer, he took the appropriate and responsible steps towards getting his affairs in order. The family printing business ...
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Estate Planning: Common Concerns and How to Address Them

April 25, 2011
Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize ...
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Goals of Estate Planning

April 25, 2011
1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
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