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.

5 Things Your Family Will Have to Deal with If You Don’t Have an Estate Plan

No one can force you to have an estate plan; no law requires it. Not even a will. In fact, if you don’t have a will, the state already has a process in place for that situation. You may not like what they do (though of course, you won’t be around to care, but your...
Wills: Good Surprises and Not-So-Good Surprises

Wills: Good Surprises and Not-So-Good Surprises

We have all seen the movies where there is the "reading of the will" scene of the despicable but wealthy relative. Relatives and servants gather in the deceased's well-appointed library to learn who gets what. The deceased's attorney reads the will, often full of...

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Make a Choice about Primary Testamentary Planning Documents

Make a Choice about Primary Testamentary Planning Documents

The following article by Cynthia Griffin appeared on 10/11/23 in the News-Enterprise. It is a slightly different take on the documents related to estate planning, but interesting, just the same. Read on for details.    "When someone dies, one of the first questions...

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Living Wills; A Concerning Observation

Living Wills; A Concerning Observation

Recently, a friend of mine was her neighbor's driver to a procedure at a gastro appointment at a bustling practice. During the hour or so, my friend sat in the waiting room, she estimated that she observed no less than 40 to 50 patients registered with the...

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8 Reasons to NOT have an Estate Plan

8 Reasons to NOT have an Estate Plan

On 7/01/21, Savannah Young Meksto and Bob Mannor of Mannor Law Group provided a different spin on whether you should have an estate plan. Take a look and see if you agree with them or not.  1.       "You want to make it as difficult...

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