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.

Blended Families – Yours Mine or the State’s?

My experience working with blended families is relatively extensive. What I have found to be shared among them all is that each is unique. Their uniqueness comes from the number and ages of the children, the attitudes and relationships between them, ex-spouses, former...
Top 5 Preventable Estate Planning Mistakes

Top 5 Preventable Estate Planning Mistakes

The following are some common AND preventable estate planning mistakes I'm sure you want to avoid. As an experienced estate planning attorney, I make every effort when I work with my clients to guide them and ensure everything is complete, but as you'll see below,...

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Caring for Your Aging Parents: A Seven-Step Guide

Caring for Your Aging Parents: A Seven-Step Guide

Many of us are fortunate to still have our parents, and ideally, they are healthy and active. Some of us, boomers in particular, find ourselves in a position of caring for our parents. No matter where you are, if you are lucky enough to still have your parents and...

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What Are The Risks of DIY Estate Planning?

What Are The Risks of DIY Estate Planning?

We all turn to online resources from time to time for help. How to make a simple plumbing repair, change a tire, or even fix an over-salted stew. But I'm confident that unless you are a trained electrician, you wouldn't take on rewiring your entire home based on...

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Estate Planning & Your Privacy

Estate Planning & Your Privacy

Do you consider yourself a relatively private person? Or are you the kind of individual who doesn't care who knows your business? Or maybe you're somewhere in between? If you are a private person, then this post is for you. Even if you aren't, you might still benefit...

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Six Simple Steps to Estate Plan for Your Bitcoin.

Six Simple Steps to Estate Plan for Your Bitcoin.

Estate planning has evolved over the decades, and addressing how your estate plan should include your Bitcoin investments is a relatively recent development. I saw this and felt it was worth reading for Bitcoin owners. It was published in the Palm Beach Daily on...

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Estate Planning – The Elephant in the Room

Estate Planning – The Elephant in the Room

Are you one of the many in the U.S. born to baby boomers (born between 1946 and 1964) with at least one parent still alive? That means one or both of your parents are at least sixty and as old as seventy-eight. While one hopes they stay healthy and live a long,...

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