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.
Revocable vs. Irrevocable Trusts: What You May Not Know
Many people do not understand what trusts are, how they can be beneficial, and whether they should have one. The following is a good overview from Kiplinger online, written by Deborah Yao in November. If you've wondered about trusts, this article should...
What is the Gift Tax Exclusion for 2024 and 2025?
The gift-giving season is almost upon us, so I thought the following article from Kiplinger in early November by Kelley R. Taylor would be good to share in case you missed it. I agree with the author's advice to consult with a tax professional for advice, but I...
Estate Planning – If You Included a Charity in Your Will – Make Sure to Read This
Question: How many free calendars and mailing address labels have you accumulated so far? Probably a lot. Charities leverage “guilt” by sending you these items to encourage you to donate to them. It works well. Otherwise, they would stop. So, as we approach the end of...
Estate Planning: Think You Are You a Good Parent?
What characteristics come to mind when you think of a "good parent"? Loving, being a great provider, understanding, patient, and responsible likely come to mind immediately. I'm sure you can list even more. But I'm guessing if I asked you to list the top 10 factors...
Top Estate Planning Mistakes Families Make — And How To Avoid Them
Many of you may already be familiar with the information in the following article, but do yourself a favor and give it a quick once-over just in case. This came from Forbes, written by Jaime Catmull and published online on 11/7/24. “Estate planning is essential for...
5 Essentials Factors When Hiring an Estate Planning Attorney
Social media is filled with individuals trying to find recommendations for every type of service, from finding an excellent doctor to an honest mechanic to a hairstylist who knows how to cut hair. We've all been there, trying desperately to find a good provider for...
All Earning Levels Should Consider Estate Planning
The following article from the Columbus Jewish News, written by Kaitlyn Finchler, was published online 6/26/24. It is an excellent reminder that estate planning is not just for the wealthy. "Prior to 1997, estate planning was mostly driven by people motivated to...
IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025
As you know, I am an estate planning attorney, not a financial advisor or CPA; however, this article may be of interest to you as you plan for gift giving, etc. It appeared online at LAWFLASH, published 10/24/24, and was written by Sara A. Wells, a partner at...
Who Is on Your Estate Planning Team?
Many activities are best-done solo, and others are better accomplished by a team. When it comes to estate planning it can depend on your situation as well as on the extent of your assets. If you want to think about which approach is best for you, review the...
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