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.
Tony Bennett’s Daughters Share Thoughts on How to Prevent Inheritance Disputes
Last summer, I posted a few articles about the family feud among Tony Bennett's heirs after his death—siblings suing siblings. It was ugly, and so much of it could have been prevented. The following from Kiplinger Online 12/20/24, written by John M. Goralka, is...
Estate Planning Common Questions Part Seven: Estate Planning Terms You Should Know
This post, the seventh and final one in the series "Estate Planning Common Questions," may help those unfamiliar with estate planning terms. And unless you practice law or have recently worked on your estate plan, there is no reason for you to know some of the legal...
The 2025 Theme for Estate Planning – Be Prepared
What a timely article! I found the following online at Forbes, published on 1/2/2025 and written by Matthew F. Erskine, JD. It is a great kick-off to what could be a very challenging year for many, and it is worth your time. "As we step into 2025, the theme for estate...
Estate Planning Common Questions Part Six: Guardianship for Your Minor Children
This is the sixth installment in my series, Estate Planning Common Questions. It's a quick read about the basics of what it is, why it is important, what happens if you don't appoint a guardian and die suddenly, etc. If you have minor children, this is a MUST READ....
6 Things You May Not Know About Funerals
As an estate planning attorney, I prefer to focus on the positive, for example, how an estate plan can benefit everyone concerned. However, estate plans do involve wills and final arrangements, and as such, I found the following content about funerals from Funeral...
Estate Planning Common Questions: Part Five – What is Probate?
The following post is a repeat of one I published more than a year ago but it fits well with my current series of Estate Planning Common Questions so here it is! According to the Ohio Bar’s website, probate is “a legal proceeding to administer certain...
The Trump Administration’s Estate Planning Proposals
I found the following article at Forbes online on 1/28/25. This timely piece, written by Matthew F. Erskine, JD provides a good overview of how the new administration’s proposals and executive orders may impact estate planning in the future. The Trump...
Estate Planning Common Questions: Part Four – What is a Trust and How Can One Benefit Me?
When I consider all the elements within estate planning, I think a trust is the one that is the most confusing to folks. So this week, I'll cover the basics of what a trust is and how it might benefit you and your loved ones. Don't worry—I won't get too far into the...
Estate Planning for Your Aging Parents: A Delicate Balance
If you have aging parents, this article offers some good information about estate planning. I found it online at Kiplinger. It was published on 3/1/24 and written by Justin Stivers, Esq. "Protecting assets isn't the only goal. Managing health care and taxes are also...
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