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Wills & Estate Planning

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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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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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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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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Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)

October 21, 2013
In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to ...
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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

September 17, 2013
I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
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