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.
When You Die Will Your Loved Ones Be Sad, or Sad AND Angry?
When most individuals die, it is with some certainty that their loved ones will be sad and grieving for them. But imagine, those same loved ones, grieving, are also burdened with frustration, anger, disbelief, and even family disputes and conflicts. Not a pretty...
Estate Planning After OBBBA 2025: What Now?
I happened to run across this article online in an unexpected place: The American Heart Association's website. Written by Bill Bereza, Attorney, Generation Trust Law Group, and Gunnar Crowell, Senior Advisor, American Heart Association, the information is timely as we...
DIY Estate Planning – What Could Possibly Go Wrong?
As costs rise, many individuals are looking for ways to DIY... whatever “it” is. Maybe it’s putting down a new floor in your kitchen, or fixing a plumbing problem, or skipping your tax preparer and doing your own taxes. Initially, it may seem like a great way to save...
Five Strategies to Keep Your Heirs from Blowing Their Inheritance
I posted this article a few years ago, and many people found it helpful, so I have decided to repost it. While we don't like to think about our heirs blowing their inheritance, it does happen. If you think this might occur with your family, read on for some good tips....
Love is What Estate Planning is All About
If no one cared about their loved ones, I'd be out of a job. Who needs an estate planning attorney if you don't want to protect your spouse, your siblings, your children, your parents, or your pets? Ok, technically, some individuals have none of the above, and they...
How to Set Up a Pet Trust for Your Furbaby
Pets are family nowadays. At least that is the way many people feel. And while you can’t leave your estate to your pet, there are ways to protect them after you’re gone. Read on for how to do it. I found this article online at AARP, it was written by Abigail Seaberg,...
Pros & Cons of Being the Executor of Someone’s Will
Have you been asked to be an executor of someone’s will, or do you think perhaps you will be? While it is a sign of trust and, in many ways, an honor to be asked, before you say yes, you might want to read what that responsibility entails. Then decide. Let’s...
15 Estate Planning Terms You Need to Know
While I make every effort to avoid using legal buzzwords that can be confusing to my clients, I am sure I'm not perfect. If you are considering updating or creating your estate plan and you want to have a comfort level with some of the terms before doing so, the...
Estate Planning; The One Thing in Your Life That’s a Sure Bet
If you own a home, do you have homeowner’s insurance? If you have a mortgage, you are pretty much required to do so. Did you know that fewer than 6% of homeowners' insurance customers file a claim each year? And while there isn’t any reliable data available, it is...
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