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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.

The Basics of Estate Planning Part 2

As promised, here is Part 2 of the article on The Basics of Estate Planning, written by Sandra Block, with contributions by Kathryn Pomroy and Donna LeValley, that appeared on Kiplinger's site on 7/30/26. As I mentioned, if this information makes you realize you need...
National Make-a-Will Month

National Make-a-Will Month

We all know that some of the daily, weekly, and monthly designations, such as International Clown Week (always the 1-7 of August), National Catfish Month (all month!) and National Potato Chip Day (August 19th), are mostly for fun. But did you know it is also National...

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The Basics of Estate Planning Part 1

The Basics of Estate Planning Part 1

The following article, written by Sandra Block, with contributions by Kathryn Pomroy and Donna LeValley, appears on Kiplinger's site on 7/30/26. It is relatively long, so I have split it into two posts, but it is a great overview and worth reading. Once you have read...

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6 Key Positions to Fill on Your Estate Planning Team

6 Key Positions to Fill on Your Estate Planning Team

When you decide to create your estate plan, like many projects, assembling a trusted team can be your best approach. Most individuals might think of estate planning as something you do with your estate planning attorney, and it can be, but consider the following key...

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What is Probate, and Who Has to Deal With It?

What is Probate, and Who Has to Deal With It?

I originally posted this two years ago this week. But honestly, I think I could put the information out there regularly because of the confusion surrounding what probate is and who needs to deal with it. So, I hope this is helpful to you if you have questions about...

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