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Wills

Back to the Basics: How Do Assets Pass at the Death of the Owner?

May 27, 2016
Have you heard of a situation where a deceased person’s former spouse ended up receiving his life insurance or retirement savings, instead of the person’s ...
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Comparison Shopping for Funeral Services

October 29, 2015
It often pays to shop around when it comes to the purchase of burial, cremation and funeral services. When a loved ones dies, it is ...
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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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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 ...
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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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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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