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.
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...
The #1 Worry People Have About Hiring A Lawyer to Prepare a Will
Recently, a quick Google search told me what I already knew: the #1 worry most people have about hiring a lawyer to prepare a will is cost. According to surveys conducted by estate-planning organizations and consumer research groups, the most common reasons people...
Suddenly Inherited Money? The Critical Steps You Need to Take First
Suddenly inheriting a great deal of money is often a good news – bad news situation. Good in that you are suddenly better off financially, bad in that often it means you lost a loved one, and you are grieving. This article provides useful information on the...
If You Have a College-Bound Teen This is a Must-Read
If you are celebrating your teen's high school graduation and they are preparing to head off to college in the fall, please, please read this. And take action before they go! Once your teen turns 18, you no longer automatically have legal authority to access...
Looking for info on fees and services?
Book a 15 Minute Intro Call with Me Today.
Book a Call
Get Started
Book a 15 Minute Intro Call
Schedule an In-Person Consultation
Contact us to discuss your needs and goals.










