Wills & Estate Planning

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 ...

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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