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.
5 Essentials Factors When Hiring an Estate Planning Attorney
Social media is filled with individuals trying to find recommendations for every type of service, from finding an excellent doctor to an honest mechanic to a hairstylist who knows how to cut hair. We've all been there, trying desperately to find a good provider for...
All Earning Levels Should Consider Estate Planning
The following article from the Columbus Jewish News, written by Kaitlyn Finchler, was published online 6/26/24. It is an excellent reminder that estate planning is not just for the wealthy. "Prior to 1997, estate planning was mostly driven by people motivated to...
IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025
As you know, I am an estate planning attorney, not a financial advisor or CPA; however, this article may be of interest to you as you plan for gift giving, etc. It appeared online at LAWFLASH, published 10/24/24, and was written by Sara A. Wells, a partner at...
Who Is on Your Estate Planning Team?
Many activities are best-done solo, and others are better accomplished by a team. When it comes to estate planning it can depend on your situation as well as on the extent of your assets. If you want to think about which approach is best for you, review the...
Are You Better Prepared Than Abraham Lincoln Was?
The following article is more than 10 years old but still relevant. It was published in Forbes on 12/4/12, updated on 2/16/13, and written by Danielle and Andy Mayoras, Trials & Heirs, attorneys focusing on celebrity legal issues. Many of you may know...
Estate Planning Isn’t Really About Your Assets; Not Really
I know most individuals think estate planning is all about protecting your hard-earned assets, making sure what you own, be it real estate, antiques, vehicles, or cash, is distributed correctly, and probably minimizing any probate situations and avoiding taxes. ...
Have You Substantiated Your Charitable Gifts?
As we approach the end of the year, I thought this article about charitable giving was timely. I found it online at JDSupra on 10/8/24, provided by Adler Pollock & Sheehan P.C. Read on for some good tips to keep in mind. "If you're charitably inclined and...
Are You Prepared for A Disaster?
As I write this, with Hurricane Milton bearing down on the west coast of Florida, I can't help but wonder and hope that those in its path are prepared for what could be a horrific event—and I don't just mean with sandbags, water, backup generators, and the like....
10 Things You Should Leave Out of Your Will, According to Experts
The following article was written by Erin Bendig and appeared online at Kiplinger 9/29/24. It includes some good information to consider when deciding what to put in and leave out of your will. Let's discuss together – shall we?...
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