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.
An Attorney Guide to Your Evolving Estate Plan: Set-It-and-Forget-It Won’t Work
I know people wish that they could create their estate plan and be done with it. But that isn’t the case and, in fact, can prove quite disastrous. Read on for the author’s take on that. This article is from Kiplinger, was written by Denise McClain, JD, CPA, and was...
5 Things Your Family Will Have to Deal with If You Don’t Have an Estate Plan
No one can force you to have an estate plan; no law requires it. Not even a will. In fact, if you don’t have a will, the state already has a process in place for that situation. You may not like what they do (though of course, you won’t be around to care, but your...
The Basics of Estate Planning Part 2
As promised, here is Part 2 of the article on The Basics of Estate Planning, written by Sandra Block, with contributions by Kathryn Pomroy and Donna LeValley, that appeared on Kiplinger's site on 7/30/26. As I mentioned, if this information makes you realize you need...
National Make-a-Will Month
We all know that some of the daily, weekly, and monthly designations, such as International Clown Week (always the 1-7 of August), National Catfish Month (all month!) and National Potato Chip Day (August 19th), are mostly for fun. But did you know it is also National...
The Basics of Estate Planning Part 1
The following article, written by Sandra Block, with contributions by Kathryn Pomroy and Donna LeValley, appears on Kiplinger's site on 7/30/26. It is relatively long, so I have split it into two posts, but it is a great overview and worth reading. Once you have read...
Her Neighbor Doesn’t Have a Will – What’s the Worst that Can Happen?
A friend recently told me that a neighbor said to her, “I don’t have a will, really; what’s the worst that can happen?” She was pretty sure the “worst that could happen” was pretty bad, but, not being an estate planning attorney, she couldn’t comment with any...
Before You Give Money to Your Kids, Ask Yourself These 3 Questions
The following, written by Donna Fuscaldo, was published on Kiplinger online in late June 2026. Many retirees face this situation, so I wanted to share this article if you are currently considering giving your kids a large sum of money. Hope it helps! "Want to give...
6 Key Positions to Fill on Your Estate Planning Team
When you decide to create your estate plan, like many projects, assembling a trusted team can be your best approach. Most individuals might think of estate planning as something you do with your estate planning attorney, and it can be, but consider the following key...
Estate Planning Lessons From Tony Hsieh’s $500M Mystery Will
I hope you find the following article from ElderLawAnswers, 7/9/26, as interesting as I did. It is an excellent case of what can happen when someone doesn't have their "ducks in a row" when they die. At minimum, it leaves a mess for your heirs to deal with; at worst,...
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