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.

Millionaire’s will states that only the family who could have ‘most babies in a decade’ would inherit fortune #2

Estate planning isn't usually what you would call entertaining, nor is it typically leverage to kick off a competition. Still, Charles Vance Millar, a millionaire, decided to use his will to do just that. It happened long ago, but people are still talking about it....
5 Myths about Estate Planning

5 Myths about Estate Planning

#1- I AM SINGLE AND DON'T OWN MUCH SO I DON'T NEED AN ESTATE PLAN   Many single folks believe because they don't have a house, kids, etc., they don't need to bother with a will or estate plan. Well, they should. They probably have parents or siblings. Maybe they...

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The Perfect Wedding Gift!

The Perfect Wedding Gift!

It's June, the traditional month for weddings, which, of course, means the traditional month for the search for the perfect wedding gift. Gift registries have helped enormously, but if you're like me, it doesn't feel very personal to go online and order a few place...

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13 Smart Estate Planning Moves Part 2

13 Smart Estate Planning Moves Part 2

This post continues what was started last week and includes the remaining smart estate planning moves. Again, this is from Kiplinger online, written by Janet Kidd Stewart and published on 5/9/24. While most of Ms. Stewart's information is worthwhile, I am in total...

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13 Smart Estate Planning Moves Part 1

13 Smart Estate Planning Moves Part 1

This article from Kiplinger by Janet Kidd Stewart, published May 9, 2024, is chock full of good tips. It's a lot to digest, so I'll split it into two parts. Here are seven of the thirteen Ms. Stewart recommends. Next week, I'll post the remaining seven tips....

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Six of the Best Assets to Inherit

Six of the Best Assets to Inherit

I recently published an article about the six worst assets to inherit, so I thought it would be interesting to share an article about the six best assets to inherit. The following was written by the same author as the other piece, David Rodeck (with contributions from...

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Estate Planning: Pros and Cons of Being a Planner

Estate Planning: Pros and Cons of Being a Planner

Are you a planner or more of a "wing it" kind of individual? I think planners are often considered not spontaneous, perhaps inflexible, or even a bit dull (they know what's coming!). Whereas those who like to wing it might be viewed as more...

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