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.
Five Most Common Funeral Arrangement Choices in the U.S. Today
As an estate planning attorney, I work closely with my clients to develop a customized plan that will meet their goals and needs. That plan usually includes the client's direction for their funeral arrangements, varying from no funeral at all to a celebration of life....
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...
Do You Believe Any of The Following 5 Myths About Having a Trust as Part of Your Estate Plan?
Many people think they know what a trust is and what it can do for them, but many don't. Check out these top five myths to see if you understand their benefits and limitations. Myth #1: Trusts Are Only for the Wealthy Fact: Trusts can be valuable for many...
Thinking of Challenging a Will? Look for these Red Flags
This article, "Red Flags Indicating a Potentially Invalid Will", written by Paul W. Norris and originally published on 4/1/22 on mondaq, provides some common "red flags" regarding wills that may be invalid. If you are considering contesting a will, or have...
What are some of the most misunderstood things about estate planning?
I have discovered over the years that many people, maybe most, who avoid estate planning are not doing so because they don't care about their loved ones. They avoid it because they don't fully understand what estate planning is really all about. Seven of the leading...
Wills Gone Wild: How to Avoid Estate Planning Disasters
The following article from Kiplinger, 6/24/26 by Adam Shell is both amusing and educational. I hope you enjoy it. "These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs (or cats)....
June Weddings and Wills
June is one of the most popular months for weddings. You probably already know that. Here are a few fun (and maybe not so fun) facts about the topic of getting married: The name June is derived from the Roman goddess of marriage, Juno. Families believed that when a...
Celebrity Estate Planning: Misfire of the Rich and Famous Part Two
As promised, here is Part Two of the ABA article (June 2025) on celebrity estate planning missteps. Authored by the following: Kristen Curatolo, Jay J. Scharf, Shifra Herzberg, Shaina Kamen, Erica Howard-Potter, Mikhail E. Lezhnev, and Jessica Galligan Goldsmith this...
The Potential Real Cost of a DIY Will
You probably know you can download a "do-it-yourself" will online. Did you know you can also download a "do-it-yourself" minor surgery kit? I'm not kidding. Google it. And while they warn it is not actually for "do-it-yourself" surgery ... I'm betting some have tried....
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