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Probate & Administration

How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019)

April 25, 2016
This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I ...
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Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)

September 10, 2015
This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should ...
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Digital Assets and Estate Planning

March 6, 2015
When we talk to our clients about estate planning, we discuss the division of assets and who will be responsible for those assets. Increasingly, what ...
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Burial vs. Cremation: Personal preferences ranging from simplicity of “green burials” to the traditional to the extravagant

October 8, 2014
As part of our estate planning process, one of the topics we cover with clients is their preferences regarding being buried or cremated upon their ...
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Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.

August 22, 2014
By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning ...
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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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How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)

June 20, 2013
We are going back to the basics in this newsletter. We will first discuss what must happen for a Will to be validly executed. We ...
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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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