Related Topics

These posts include topics related to estate planning, such as financial planning, planning for others, and scenarios that have occurred in estates of the rich and famous.

Last Week in Estate Planning (June 3 to June 9, 2011)


Instead of limiting this feature to the posts of the week, I thought it might be helpful to also post links to the top estate planning stories and developments of the past seven days.  I hope you enjoy. Top Stories of the Week Individual State Developments In Pennsylvania:  “PA DoR Revised Safe Deposit Box Entry”,…

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Don’t Have $5 Million? 50 Reasons to Get an Estate Plan Anyway


“Estate Planning” is somewhat of a misnomer.  For example, let’s check out The Free Dictionary’s definition of “estate”. You’ll find that the majority of the 8 provided definitions associate the term either with land or with some kind wealth, social position, or political power.  Read more...

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Estate Planning Post of the Week (May 27 to June 2, 2011)


Introduction (or Why Do We Need an “Estate Planning Post of the Week”?) I have always found it interesting that when it comes to death planning, significantly more people view life insurance as a higher priority than estate planning.  Read more...

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Our New “Favorite Estate Planning Sites” Page Disregards Page Rank


Years ago, when the internet was young, two websites took the initiative to create lists of the best estate planning websites online.  I constantly referred to Jason Havens’ Legal Research for Estate Planners and Dennis Kennedy’s (and later, Dennis Toman’s) to help build my knowledge of estate planning.  Read more...

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In Appreciation — May 2011


This is the end of my 10th month of blogging.  At the end of every month, I like to take a post to thank those who have been very helpful to me and my law practice during the recent past.  My hope is to remain humble, to point out the kindnesses of others, and to…

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In Appreciation – April 2011

Thank You 1

I enjoy taking a post at the end of each calendar month to thank those who have been helpful and encouraging to me for my various endeavors.  April was a somewhat difficult one for my family and portends some tough times ahead.  However, some real quality people sent me notes of support and well wishes…

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MDP Ethics (or “I’m a CFP Again, But Keep it on the Down Low”)


I would like to take this opportunity to announce that I am once again a Certified Financial Planner (CFP).  I took a brief hiatus from this designation but now have re-qualified.  I am now entering my 15th year of CFP-dom.  Read more...

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Revocable Living Trusts: Should Couples Use Joint or Separate Trusts? (Part II)


In Part I of this topic, we discussed that the decision to use joint or separate trusts is mainly based on the answers to these three questions:  Read more... Under federal and/or state law, are you married to your partner – Yes or No? Do you live in a Community Property or Separate Property State?…

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In Appreciation – March 2011

Thank You 2

This marks the end of my eighth month of blogging.  At the end of each month, I like to take a post to extend my gratitude to those who have greatly helped me in the development of my practice.  This month, I wish to spend most of this post sharing a couple of stories involving…

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A Defense of Marriage Act (DOMA) Primer


You may have heard reference to the Defense of Marriage Act (DOMA) in the news lately.  In this post, we will briefly explain DOMA, recent Presidential and Congressional reaction, and the potential effects moving forward. The Current Law DOMA is essentially based on three provisions in Federal law:  Read more...

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