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.

Advice on Wills: Should Each Child Get the Same?

As an estate planning attorney with years of experience, I can tell you that more than one client has struggled with this question. Should they leave the same amount of assets equally to each child? The answer is often simple, sometimes not so much.  I found this...
Guidelines for Estate Planning Every Age and Life Stage

Guidelines for Estate Planning Every Age and Life Stage

The following are some general guidelines for your estate planning based on your age group. As we age, our goals and all that life brings can change. Where are you in your estate planning journey? In Your 20s and 30s: Even if you don't have much in the way of assets,...

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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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