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The following information comes from the National Council on Aging. It is pretty basic, but a good overview of what you should consider doing when you decide to put your affairs in order. "No one ever plans to be sick or disabled. Yet, planning for the future can make...

January, a cold month, often brings to mind cozy nights at home by the fireplace with loved ones. Warm slippers, maybe a hot toddy, maybe watching a movie together. Sounds perfect, doesn't it?  Now - stay with me here, it also makes me think about estate...

Every will should be customized, very customized, to the individual. Whether there are millions of dollars in assets or less, every will should include the following. If you are considering drafting or updating your will, think about what you would include under each...

While this article is a few years old, it offers some good advice. No one wants to think about death, but it comes to us all. If you have loved ones, please read on. This first appeared in Kiplinger 4/21/24 and was written by Joel Theisen, RN.     ...

Even the best thought-out estate plans can lead to challenges and disputes. This article about Jimmy Buffett’s estate from People Magazine, 7/2/25, written by Reid Kress Weisbord and Naomi Cahn, is sadly a great example of that. It also reminds us to choose executors...

If you subscribe to my monthly newsletter, you may have read about my recommendations for the new year (BTW, if you would like to receive my newsletter, click here https://davidlefton.com/newsletters/# and we'll put you on the email list).   No worries ... I'm...

The following is a recently published article (11/25/25) on JDSUPRA, provided by Katten Muchin Rosenman LLP. Timely piece you might find interesting. “This year's planning season arrives amid sweeping tax and regulatory changes that affect income, wealth transfer,...

I've said it before, I'm not a fan of New Year's resolutions. We all know most resolutions are broken, leading to a lot of guilt and self-loathing. I don't wish that on anyone. So this first post of 2026 will not be about resolutions. Instead, what I do want to focus...

Maybe when you take a break from the crazy holidays, you'll find a minute or two to view these quick tips for your year-end estate planning. Soon you'll be taking a deep dive into tax stuff, so do yourself a favor and check these out now – you may need to take...