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.

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...
How to Set Up a Pet Trust for Your Furbaby

How to Set Up a Pet Trust for Your Furbaby

Pets are family nowadays. At least that is the way many people feel. And while you can’t leave your estate to your pet, there are ways to protect them after you’re gone. Read on for how to do it. I found this article online at AARP, it was written by Abigail Seaberg,...

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Pros & Cons of Being the Executor of Someone’s Will

Pros & Cons of Being the Executor of Someone’s Will

Have you been asked to be an executor of someone’s will, or do you think perhaps you will be? While it is a sign of trust and, in many ways, an honor to be asked, before you say yes, you might want to read what that responsibility entails. Then decide.   Let’s...

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15 Estate Planning Terms You Need to Know

While I make every effort to avoid using legal buzzwords that can be confusing to my clients, I am sure I'm not perfect. If you are considering updating or creating your estate plan and you want to have a comfort level with some of the terms before doing so, the...

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The Warmth And Good Vibes of Estate Planning

The Warmth And Good Vibes of Estate Planning

January, a cold month, often brings to mind cozy nights at home by the fireplace with loved ones. Warm slippers, maybe a hot toddy, maybe watching a movie together. Sounds perfect, doesn't it?  Now - stay with me here, it also makes me think about estate...

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5 Typical Things in a Will and 2 That Aren’t

5 Typical Things in a Will and 2 That Aren’t

Every will should be customized, very customized, to the individual. Whether there are millions of dollars in assets or less, every will should include the following. If you are considering drafting or updating your will, think about what you would include under each...

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The Life-or-Death Answers We Owe Our Loved Ones

The Life-or-Death Answers We Owe Our Loved Ones

While this article is a few years old, it offers some good advice. No one wants to think about death, but it comes to us all. If you have loved ones, please read on. This first appeared in Kiplinger 4/21/24 and was written by Joel Theisen, RN.     ...

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