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.

My parents refuse to consider a will or estate plan. What can I do to change their minds?

If you're in this spot, you're not alone. Over the years, I have found that some folks refuse to discuss their eventual, and inevitable, death with their adult children. They just don't want to think about it – period. Perhaps they become angry when the topic is...
Estate Planning by the Numbers

Estate Planning by the Numbers

I'm not going to say estate planning is a numbers game; of course, it isn't, but it does involve many numbers, such as the value of your assets. But for a different view, I thought it would be interesting to gather some data related to estate planning that may be new...

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Six Times You Should Update Your Will

Six Times You Should Update Your Will

My estate planning clients enjoy a complimentary plan review with me every three years. I offer this to help my clients maintain a plan, including their will, that is up to date. The following is a short article from AARP, written by Lynnette Khalfani-Cox and...

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