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.

Do You Believe Any of The Following 5 Myths About Having a Trust as Part of Your Estate Plan?

Many people think they know what a trust is and what it can do for them, but many don't. Check out these top five myths to see if you understand their benefits and limitations. Myth #1: Trusts Are Only for the Wealthy Fact: Trusts can be valuable for many...
If You Have a College-Bound Teen This is a Must-Read

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...

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What’s Your Reason for Not Putting Your Affairs in Order?

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%...

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6 Estate Planning Tips for Singles

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...

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My Spouse Just Died. Now What Should I Do?

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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