Blog
Explore the informative depths of estate planning. This blog includes an extensive collection of articles that demystify the complexities of wills, trusts, and asset protection strategies. Gain a deep understanding of the intricacies involved in securing your family’s future and preserving your legacy. With David’s expert insights and clear explanations, navigate the world of estate planning with confidence, ensuring your assets are well-protected and your loved ones are taken care of.
What Are Some Little Known Benefits of Having An Estate Plan?
Most people know the primary benefits of estate planning. Having a will ensures your loved ones have the information they need if you pass away. Having a trust offers the advantage of avoiding probate. However, there are other benefits of establishing an estate plan...
Six Reasons to Disinherit Someone and How to Do It – PART TWO
As promised, here is Part Two of the article about disinheriting someone from your will. The following details six possible reasons you would want to disinherit a family member. Read on .... "Six reasons to disinherit a family member: 1. Divorce...
What Is the Most Confusing Thing About Estate Planning to Many People
Unless you are an estate planning attorney like me, getting your affairs in order can be confusing. One of the most confusing can be understanding the difference between a will and a trust—and when you need one, the other, or both. Why is it confusing?...
Title: Six Reasons to Disinherit Someone and How to Do It – PART ONE
Every experienced estate planning attorney has been asked, "How do I disinherit my ______ (fill in the blank here) from my will?" We have all heard the myriad of reasons clients want to do so. If this is something you're thinking about, the following article is for...
What Are the Top Five Questions People Have About Estate Planning?
Many individuals are unsure what estate planning entails and often have some basic questions they might not ask for fear of looking uninformed. In my estate planning practice, I have found the following five questions common across all types of clients, so I thought...
Millionaire’s will states that only the family who could have ‘most babies in a decade’ would inherit fortune #2
Estate planning isn't usually what you would call entertaining, nor is it typically leverage to kick off a competition. Still, Charles Vance Millar, a millionaire, decided to use his will to do just that. It happened long ago, but people are still talking about it....
Millionaire’s will states that only the family who could have ‘most babies in a decade’ would inherit fortune
Estate planning isn't usually what you would call entertaining, nor is it typically leverage to kick off a competition. Still, Charles Vance Millar, a millionaire, decided to use his will to do just that. It happened long ago, but people are still talking about it....
Spring Babies are Special Aren’t They?
If you’re welcoming a spring baby to your home this year, you will find the following interesting. What is a spring baby? Any baby born during the spring months, which are March, April, and May in the Northern Hemisphere. Are spring babies happier?...
10 Surprising Things You Didn’t Know About Safe Deposit Boxes
When was the last time you thought about your safety deposit box? Maybe you don’t have one, but what if your aging parent does? Might want to read this article from AARP, by Nicole Pajer, published 11/21/2024. “Still popular among older adults, safe deposit boxes...
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