Wills & Estate Planning

Another Day, Another Real Life Estate Drama

August 4, 2021

by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out ...

Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)

July 26, 2021

by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...

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 ...

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 ...

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 ...

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 ...

Estate Planning – Focus on Same Sex Couples (Updated)

June 10, 2014

Everyone Needs Estate Planning; However, It Is More Critical For Some People. Estate Planning is Not Just for the Wealthy. You do not need to ...

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