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.

Do You Believe Any of The Following 5 Myths About Having a Trust as Part of Your Estate Plan?

Many people think they know what a trust is and what it can do for them, but many don't. Check out these top five myths to see if you understand their benefits and limitations. Myth #1: Trusts Are Only for the Wealthy Fact: Trusts can be valuable for many...
Pitfalls (Big Ones) of Having an Outdated Will

Pitfalls (Big Ones) of Having an Outdated Will

I have mentioned a number of times that having an outdated will can sometimes be worse than having no will at all. And dying without a will (called intestate) means the state steps in, and well, that's never good. I thought it would help if I provided some real-life...

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They Thought They Had More Time Too

They Thought They Had More Time Too

As we are all aware, none of us knows what tomorrow holds. If we did, we could all plan accordingly. Instead, the human inclination is to believe we all have plenty of time to do what we need to do. And that attitude leads to a lot of procrastination. As an estate...

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Estate Planning When You Have A Secret Relationship

Estate Planning When You Have A Secret Relationship

I originally shared this article, "I Have a Secret Relationship, How Do I Include Them in My Estate Plan?" back in March of 2022. Written by Patricia E Malley for Lexology, it brings up an issue that is not commonplace. I am sure when you read "secret relationship,"...

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Celebrities Who Died Without a Will

Celebrities Who Died Without a Will

Celebrities aren't like us, right? They have millions surround themselves with the best lawyers, managers, financial advisors money can buy. And yet, sometimes all of that expertise available to them is either not tapped or something goes terribly wrong. I originally...

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Estate Planning After OBBBA 2025: What Now?

Estate Planning After OBBBA 2025: What Now?

I happened to run across this article online in an unexpected place: The American Heart Association's website. Written by Bill Bereza, Attorney, Generation Trust Law Group, and Gunnar Crowell, Senior Advisor, American Heart Association, the information is timely as we...

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DIY Estate Planning – What Could Possibly Go Wrong?

DIY Estate Planning – What Could Possibly Go Wrong?

As costs rise, many individuals are looking for ways to DIY... whatever “it” is. Maybe it’s putting down a new floor in your kitchen, or fixing a plumbing problem, or skipping your tax preparer and doing your own taxes. Initially, it may seem like a great way to save...

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