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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.     ...

Even the best thought-out estate plans can lead to challenges and disputes. This article about Jimmy Buffett’s estate from People Magazine, 7/2/25, written by Reid Kress Weisbord and Naomi Cahn, is sadly a great example of that. It also reminds us to choose executors...

If you subscribe to my monthly newsletter, you may have read about my recommendations for the new year (BTW, if you would like to receive my newsletter, click here https://davidlefton.com/newsletters/# and we'll put you on the email list).   No worries ... I'm...

The following is a recently published article (11/25/25) on JDSUPRA, provided by Katten Muchin Rosenman LLP. Timely piece you might find interesting. “This year's planning season arrives amid sweeping tax and regulatory changes that affect income, wealth transfer,...

I've said it before, I'm not a fan of New Year's resolutions. We all know most resolutions are broken, leading to a lot of guilt and self-loathing. I don't wish that on anyone. So this first post of 2026 will not be about resolutions. Instead, what I do want to focus...

Maybe when you take a break from the crazy holidays, you'll find a minute or two to view these quick tips for your year-end estate planning. Soon you'll be taking a deep dive into tax stuff, so do yourself a favor and check these out now – you may need to take...

Last year, I posted an article about the gift tax exclusion for 2024 and 2025. It was a very popular post; read by many. I shared the following article about the gift tax exclusion for 2025 and 2026 in early November. If you missed it, here it is again, just in time...

While the following article is a few years old, the basics haven’t changed. If you are in or approaching your senior years, or have loved ones who are, please read on for some good tips from Marie White, CEPF, and published on July 17, 2024, by SMARTASSET™ “Estate...

Most people think of estate planning as being only for family members. That is, if they ever think of it at all! But I recently heard about a situation where one individual's estate plan included a neighbor. Not something you see every day. Here is what happened. A...