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.

Estate Planning Tips to Keep Your Money in the Family

Many individuals would prefer their money be kept in the family. If you are one of those individuals, read on for some good ways to achieve that. This article was written by Maryalene LaPonsie and appeared in USNews online on 10/17/23. (Note: A few things are a bit...
Estate Planning for the “Ages”

Estate Planning for the “Ages”

As we go through life, our needs and goals change. From the perspective of an experienced estate planning attorney, I see estate planning in much the same way. A twenty-something will not likely need the same kind of estate plan as a fifty-something.  I thought...

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Are Living Trusts Worth It?  Pros and Cons

Are Living Trusts Worth It? Pros and Cons

The following article was published on Kiplinger online on August 27, 2024. Written by Patrick M. Simasko, J.D.  If you have heard of living trusts but aren't sure what they are or if one might be right for you, this may help. "Living trusts can help manage your...

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2024 Top Trends in Funerals

2024 Top Trends in Funerals

Comprehensive estate plans include several legal instruments to protect you, your loved ones, and your hard-earned assets. Your healthcare directives and financial power of attorney, for example, benefit you during your lifetime and your loved ones later. A vital...

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Estate Planning For AND With Your Children

Estate Planning For AND With Your Children

While most clients don't think of estate planning as an activity one does FOR and WITH their children, I can make an excellent case for why they should.  When your children are young, of course, you want to do everything you can to protect them, including if something...

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Estate Planning for Singles

Estate Planning for Singles

When it comes to estate planning, many might believe it is really all about couples and families. With about 46% of American adults single (including widowed and divorced), that would leave a lot of people out. In fact, in some cases, an estate for a single individual...

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One More Thing Before You Go

One More Thing Before You Go

To those of you who have already arranged your affairs with a will, a trust, and other legal documents, my congratulations. I know you are enjoying peace of mind knowing you've done what you can to protect your hard-earned assets and loved ones.    That said, I'd like...

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Peace of Mind – What’s It Worth to You?

Peace of Mind – What’s It Worth to You?

Sometimes, peace of mind is truly priceless, such as how you feel when your teenager returns home safely with the family car before curfew on a Saturday night.     Other times, peace of mind comes with a price tag.   If you have purchased a home and had...

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