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.
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...
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...
Her Neighbor Doesn’t Have a Will – What’s the Worst that Can Happen?
A friend recently told me that a neighbor said to her, “I don’t have a will, really; what’s the worst that can happen?” She was pretty sure the “worst that could happen” was pretty bad, but, not being an estate planning attorney, she couldn’t comment with any...
Before You Give Money to Your Kids, Ask Yourself These 3 Questions
The following, written by Donna Fuscaldo, was published on Kiplinger online in late June 2026. Many retirees face this situation, so I wanted to share this article if you are currently considering giving your kids a large sum of money. Hope it helps! "Want to give...
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...
Estate Planning Lessons From Tony Hsieh’s $500M Mystery Will
I hope you find the following article from ElderLawAnswers, 7/9/26, as interesting as I did. It is an excellent case of what can happen when someone doesn't have their "ducks in a row" when they die. At minimum, it leaves a mess for your heirs to deal with; at worst,...
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...
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