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.

Six Times You Should Update Your Will

My estate planning clients enjoy a complimentary plan review with me every three years. I offer this to help my clients maintain a plan, including their will, that is up to date. The following is a short article from AARP, written by Lynnette Khalfani-Cox and...
Top 5 Tips for Choosing a Guardian for Your Child

Top 5 Tips for Choosing a Guardian for Your Child

I know there are those individuals who tend to think estate planning, making a will, and "getting your affairs in order" is all about the "stuff." The house, the car, the boat, the investments- yes, they are right. But over my many years as an estate planning...

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Top 5 Tips for Choosing a Guardian for Your Child

Top 5 Tips for Choosing a Guardian for Your Child

I know there are those individuals who tend to think estate planning, making a will, and "getting your affairs in order" is all about the "stuff." The house, the car, the boat, the investments- yes, they are right. But over my many years as an estate planning...

read more
Blended Families – Yours Mine or the State’s?

Blended Families – Yours Mine or the State’s?

My experience working with blended families is relatively extensive. What I have found to be shared among them all is that each is unique. Their uniqueness comes from the number and ages of the children, the attitudes and relationships between them, ex-spouses, former...

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Top 5 Preventable Estate Planning Mistakes

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,...

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Caring for Your Aging Parents: A Seven-Step Guide

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...

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