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.

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....
The Importance of Post-Divorce Beneficiary Planning.

The Importance of Post-Divorce Beneficiary Planning.

I shared this information about four years ago, but it is still good advice. So, if you have recently divorced or are in the process, read on. This is important. Estate planning immediately after a divorce should not be overlooked. This article, published 2/3/22 by JD...

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Estate Planning and Playing the Odds

Estate Planning and Playing the Odds

Sometimes I think people postpone getting their life in order because they believe they have plenty of years left. Lots of time to get around to making a will. And for most, they are probably right. There is plenty of time. But for some, that may not be true....

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Pretty Sure Jimmy Buffett Didn’t See This Coming

Pretty Sure Jimmy Buffett Didn’t See This Coming

Jimmy Buffett died three years ago and had his “ducks in a row” – or so he thought. Sadly, things have not gone as he anticipated or wanted. What a great example of having an estate plan, but having things literally not go to plan. This is why you need an experienced...

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Pitfalls (Big Ones) of Having an Outdated Will

Pitfalls (Big Ones) of Having an Outdated Will

I have mentioned a number of times that having an outdated will can sometimes be worse than having no will at all. And dying without a will (called intestate) means the state steps in, and well, that's never good. I thought it would help if I provided some real-life...

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They Thought They Had More Time Too

They Thought They Had More Time Too

As we are all aware, none of us knows what tomorrow holds. If we did, we could all plan accordingly. Instead, the human inclination is to believe we all have plenty of time to do what we need to do. And that attitude leads to a lot of procrastination. As an estate...

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Estate Planning When You Have A Secret Relationship

Estate Planning When You Have A Secret Relationship

I originally shared this article, "I Have a Secret Relationship, How Do I Include Them in My Estate Plan?" back in March of 2022. Written by Patricia E Malley for Lexology, it brings up an issue that is not commonplace. I am sure when you read "secret relationship,"...

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Celebrities Who Died Without a Will

Celebrities Who Died Without a Will

Celebrities aren't like us, right? They have millions surround themselves with the best lawyers, managers, financial advisors money can buy. And yet, sometimes all of that expertise available to them is either not tapped or something goes terribly wrong. I originally...

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