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.
The #1 Worry People Have About Hiring A Lawyer to Prepare a Will
Recently, a quick Google search told me what I already knew: the #1 worry most people have about hiring a lawyer to prepare a will is cost. According to surveys conducted by estate-planning organizations and consumer research groups, the most common reasons people...
Suddenly Inherited Money? The Critical Steps You Need to Take First
Suddenly inheriting a great deal of money is often a good news – bad news situation. Good in that you are suddenly better off financially, bad in that often it means you lost a loved one, and you are grieving. This article provides useful information on the...
If You Have a College-Bound Teen This is a Must-Read
If you are celebrating your teen's high school graduation and they are preparing to head off to college in the fall, please, please read this. And take action before they go! Once your teen turns 18, you no longer automatically have legal authority to access...
AI and the Digital Afterlife: A 2026 Estate Planning Primer
I found the following article interesting to say the least. As AI becomes more prevalent and more of us rely on digital assets, we need to understand how all that impacts our estate plans. Read on for some good information. Takeaways Current laws don't fully...
What’s Your Approach to Estate Planning and How Will it Impact Others?
As an estate planning attorney with many years of experience, I recognize four distinct approaches clients take to estate planning. Which approach are you taking right now? And once you decide which one is most like you, make sure to read what your approach may mean...
Summer Is Made for Sun, Fun … and Estate Planning Conversations
Summer is right around the corner, so I thought this article from Kiplinger, dated 6/22/25 and written by Eric W. Bond, was timely. I hope you find it interesting. “Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is...
What’s Your Reason for Not Putting Your Affairs in Order?
I first published a version of the following post back in late 2023. I’d like to report that there has been a huge turnaround and that the majority of adults in the U.S. now have a will. Sadly, of course, that’s not true. The percentage remains steady: fewer than 50%...
6 Estate Planning Tips for Singles
I have written about this before, the differences between estate plans and wills for single individuals and those who are married. If you are single and don’t have a will, or it needs to be updated, take a minute and read the following, please. It was originally...
My Spouse Just Died. Now What Should I Do?
First, if you are in this situation, please accept my condolences. It is one of the most difficult events in life that any of us has to deal with. Yet it is almost inevitable that we have to deal with the death of a loved one during our lifetimes. At a time when you...
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