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.
Estate Planning: 6 Reasons You’re Putting Off Writing a Will and How to Overcome Them
I know that for many the biggest hurdle to having an estate plan is the first step of getting started. I ran across this article online at NextAvenue on 2/25/22 and written by Kelly K. James. I think it helps sort out for those who have not taken that step to...
They Thought They Had More Time Too
As we are all aware, none of us knows what tomorrow holds. If we did, we could all plan accordingly. Instead, the human inclination is to believe we all have plenty of time to do what we need to do. And that attitude leads to a lot of procrastination. As an estate...
Estate Planning When You Have A Secret Relationship
I originally shared this article, "I Have a Secret Relationship, How Do I Include Them in My Estate Plan?" back in March of 2022. Written by Patricia E Malley for Lexology, it brings up an issue that is not commonplace. I am sure when you read "secret relationship,"...
What Possessions are Most Often Fought Over After Someone Dies? You Might
Just about everyone knows of at least one family that went into utter turmoil when a loved one died. That turmoil was most likely caused by the deceased either not having a will, having an outdated one, or having a will that contained many unpleasant surprises. Loving...
Celebrities Who Died Without a Will
Celebrities aren't like us, right? They have millions surround themselves with the best lawyers, managers, financial advisors money can buy. And yet, sometimes all of that expertise available to them is either not tapped or something goes terribly wrong. I originally...
When You Die Will Your Loved Ones Be Sad, or Sad AND Angry?
When most individuals die, it is with some certainty that their loved ones will be sad and grieving for them. But imagine, those same loved ones, grieving, are also burdened with frustration, anger, disbelief, and even family disputes and conflicts. Not a pretty...
Estate Planning After OBBBA 2025: What Now?
I happened to run across this article online in an unexpected place: The American Heart Association's website. Written by Bill Bereza, Attorney, Generation Trust Law Group, and Gunnar Crowell, Senior Advisor, American Heart Association, the information is timely as we...
DIY Estate Planning – What Could Possibly Go Wrong?
As costs rise, many individuals are looking for ways to DIY... whatever “it” is. Maybe it’s putting down a new floor in your kitchen, or fixing a plumbing problem, or skipping your tax preparer and doing your own taxes. Initially, it may seem like a great way to save...
Five Strategies to Keep Your Heirs from Blowing Their Inheritance
I posted this article a few years ago, and many people found it helpful, so I have decided to repost it. While we don't like to think about our heirs blowing their inheritance, it does happen. If you think this might occur with your family, read on for some good tips....
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