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.
Are You Better Prepared Than Abraham Lincoln Was?
The following article is more than 10 years old but still relevant. It was published in Forbes on 12/4/12, updated on 2/16/13, and written by Danielle and Andy Mayoras, Trials & Heirs, attorneys focusing on celebrity legal issues. Many of you may know...
Estate Planning Isn’t Really About Your Assets; Not Really
I know most individuals think estate planning is all about protecting your hard-earned assets, making sure what you own, be it real estate, antiques, vehicles, or cash, is distributed correctly, and probably minimizing any probate situations and avoiding taxes. ...
Have You Substantiated Your Charitable Gifts?
As we approach the end of the year, I thought this article about charitable giving was timely. I found it online at JDSupra on 10/8/24, provided by Adler Pollock & Sheehan P.C. Read on for some good tips to keep in mind. "If you're charitably inclined and...
Are You Prepared for A Disaster?
As I write this, with Hurricane Milton bearing down on the west coast of Florida, I can't help but wonder and hope that those in its path are prepared for what could be a horrific event—and I don't just mean with sandbags, water, backup generators, and the like....
10 Things You Should Leave Out of Your Will, According to Experts
The following article was written by Erin Bendig and appeared online at Kiplinger 9/29/24. It includes some good information to consider when deciding what to put in and leave out of your will. Let's discuss together – shall we?...
Three Times You Do NOT Need an Estate Planning Attorney
I almost always recommend that every adult seek the guidance of an estate planning attorney when getting their affairs in order, i.e., writing a will, creating an estate plan, etc. That said, I will admit there are three relatively unique situations when my assistance...
Estate Planning 16 Things to Do Before You Die
2024 is coming to a close, and if you haven't taken action on your estate plan as you wanted to this year, there's hope! This is a comprehensive list of 16 things you should consider before you die. I suggest you print this out and "divide and conquer." First,...
Estate Planning When Your Family Includes Some Interesting Characters
First, there is no judgment here. You can define "interesting characters" any way you like if it applies to your family. Actually, most families have a quirky relative, or two. If yours does too, and that individual is an heir or beneficiary, you should make some...
How to Give an Inheritance While You’re Alive – Part Two
As promised, here is Part Two of the "How to Given an Inheritance While You're Alive" post. Originally from Kiplinger Online by Sandra Block, published on 9/1/24 I hope you found Part One helpful. If so, I think you'll find Part Two equally so. Read on for how to help...
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