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Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)

October 21, 2014
This week, National Estate Planning Awareness Week, we’d like to take the opportunity to share information with you regarding estate planning. We provide individualized counsel ...
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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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News Alert: U.S. Supreme Court Says Inherited IRAs Are Not Protected From Creditors Under Federal Bankruptcy Law

June 19, 2014
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 ...
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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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