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.

Six Times You Should Update Your Will

My estate planning clients enjoy a complimentary plan review with me every three years. I offer this to help my clients maintain a plan, including their will, that is up to date. The following is a short article from AARP, written by Lynnette Khalfani-Cox and...
The 2025 Theme for Estate Planning – Be Prepared

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...

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6 Things You May Not Know About Funerals

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...

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The Trump Administration’s Estate Planning Proposals

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...

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Estate Planning for Your Aging Parents: A Delicate Balance

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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