Wills

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 ...

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction (RLTs Part 1 / Updated February 2019)

June 30, 2015

For the most recent information on this topic, please click here. You (or someone you know) may have heard that a Revocable Living Trust (often ...

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 ...

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. ...

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 ...

“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 ...

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 ...

The Essence of Estate Planning: Let the Journey Begin

May 8, 2014

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 ...

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