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.
Estate Planning: Celebrity’s estate plan is a lesson for us all
Too often, we read about celebrities dying without having their affairs in order or question. Prince comes to mind, whose estate took years to settle, with the only real winners being the attorneys of the many who claimed to be heirs. Or, more recently, Aretha...
Eight Steps to Take When Settling an Estate as the Executor
Have you been appointed executor of someone's estate? Perhaps a parent or sibling? Do you understand what will be expected of you when you step into your role? You might want to read the following article by Brian Skrobonja, which appeared in Kiplinger on...
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,...
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...
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...
Here is Why it is So Important to Create and Communicate Family Succession Plans
The following article, written by Connie Mason Michaelis for the Topeka Capital-Journal and published on 2/20/24, may seem obvious. Why would you create a succession plan but not communicate it to key family members? Well, it happens, so whether you are creating a...
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...
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...
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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