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.
Absolutely Vicious Fights Over Inherited Fortunes Part Two
As promised, here is Part Two of the series on Absolutely Vicious Fights Over Inherited Fortunes. Again, this was originally published on ListVerse.com 3/3/23 and written by Selme Angulo. Read on for how messy and nasty things can get when heirs are fighting over the...
Absolutely Vicious Fights Over Inherited Fortunes Part One
Being fabulously wealthy can bring challenges and burdens. I found this list of the top ten most vicious fights over inherited fortunes at ListVerse.com. It was written by Selme Angulo and published on 3/3/23. While an interesting peek into the finances of some very...
Common Estate Planning Terms You Should Know
I have found some new clients are a little intimidated by all the legal jargon associated with estate planning. While legal terminology is not as complex as, say, being faced with a medical specialist who tosses out a variety of "isms" and prefixes and suffixes like...
Estate Planning: Where do I keep the plan?
When I ran across this article, I thought, "Me too!." That is clients asking for my advice on where they should physically keep their estate plan. So, I thought this was worthwhile sharing with you. I found this piece by Christopher Yugo at nwi.com on 11/12/23. "One...
6 Tips for Year-End Estate Planning
As the end of the year approaches, I thought it would be an excellent time to provide a quick list of tips related to year-end estate planning. Tip #1 REVIEW & UPDATE Review and update your documents. First, confirm that your will and any trusts accurately reflect...
R-E-S-P-E-C-T-ING WILLS: The Aretha Franklin Estate Dispute
Aretha Franklin passed away in 2018 and, sadly, is an excellent example of what happens when your estate plan is ambiguous. This article appeared on 11/3/23 on mondaq. The authors Veronica T. Garofoli and Ashton Bizzarri provide some insight. "Beyond the worldwide...
Wills: Good Surprises and Not-So-Good Surprises
We have all seen the movies where there is the "reading of the will" scene of the despicable but wealthy relative. Relatives and servants gather in the deceased's well-appointed library to learn who gets what. The deceased's attorney reads the will, often full of...
Amendments to Your Estate Planning Documents Require Certain Steps.
If you have an estate plan, including your will, healthcare directives, etc. I salute you! Well done. That said, if you established all that more than just a few years ago, it might be time to review the documents. Many changes might have happened since you originally...
What’s Your Reason for Not Putting Your Affairs in Order?
A friend of mine shared that her sister updates her will every time she takes a vacation or long road trip. Her rationale apparently is that she believes she is more likely to die in a traffic accident while out of town. As an estate planning attorney, I am a big...
Looking for info on fees and services?
Book a 15 Minute Intro Call with Me Today.
Book a Call
Get Started
Book a 15 Minute Intro Call
Schedule an In-Person Consultation
Contact us to discuss your needs and goals.