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.
Thinking of Challenging a Will? Look for these Red Flags
This article, "Red Flags Indicating a Potentially Invalid Will", written by Paul W. Norris and originally published on 4/1/22 on mondaq, provides some common "red flags" regarding wills that may be invalid. If you are considering contesting a will, or have...
What are some of the most misunderstood things about estate planning?
I have discovered over the years that many people, maybe most, who avoid estate planning are not doing so because they don't care about their loved ones. They avoid it because they don't fully understand what estate planning is really all about. Seven of the leading...
Wills Gone Wild: How to Avoid Estate Planning Disasters
The following article from Kiplinger, 6/24/26 by Adam Shell is both amusing and educational. I hope you enjoy it. "These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs (or cats)....
June Weddings and Wills
June is one of the most popular months for weddings. You probably already know that. Here are a few fun (and maybe not so fun) facts about the topic of getting married: The name June is derived from the Roman goddess of marriage, Juno. Families believed that when a...
Celebrity Estate Planning: Misfire of the Rich and Famous Part Two
As promised, here is Part Two of the ABA article (June 2025) on celebrity estate planning missteps. Authored by the following: Kristen Curatolo, Jay J. Scharf, Shifra Herzberg, Shaina Kamen, Erica Howard-Potter, Mikhail E. Lezhnev, and Jessica Galligan Goldsmith this...
The Potential Real Cost of a DIY Will
You probably know you can download a "do-it-yourself" will online. Did you know you can also download a "do-it-yourself" minor surgery kit? I'm not kidding. Google it. And while they warn it is not actually for "do-it-yourself" surgery ... I'm betting some have tried....
Celebrity Estate Planning: Rich & Famous Misfires Part One
I think we all find it somewhat fascinating that celebrities who appear to have all the resources for the best legal advice money can buy make so many missteps with their estate plans. This article, provided by the ABA back in June of 2025 and written by several...
Four Tips on How to Discuss Your Death with Your Loved Ones
Summer is here, and the living is easy. Right? Maybe your kids are grown, and you're visiting them, or they're visiting you. Or maybe you have a big house on the beach for all of you. Things are relaxed, and everyone is having fun. And here I am about to tell you that...
Second Marriage Financial Checklist: 7 Planning Items to Consider
This article written by Jonathan I. Shenkman, for Forbes in 2021 is really on the money when it comes to crossing your "t's" and dotting your "i's" if you have recently remarried (or plan to do so.) Look at the following 7 points and see if there are any here that...
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