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.

6 Estate Planning Tips for Singles

I have written about this before, the differences between estate plans and wills for single individuals and those who are married. If you are single and don’t have a will, or it needs to be updated, take a minute and read the following, please. It was originally...
Estate Planning – Communication is Key

Estate Planning – Communication is Key

This article serves as a good reminder that communication is key in so many things but especially when it comes to estate planning.  Published online at Forbes on 4/18/22 and written by Halsey Schreier, “Communication Can Be The Key To Creating Harmony In...

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Disinherited? What Can You Do?

Disinherited? What Can You Do?

Brooke W. Brestel, the author of "What can you do if you are disinherited? Here are 5 reasons to challenge a will." Which appeared online at MarketWatch on 4/12/22 covers a topic not often seen … being disinherited.  And she provides some key info about steps you...

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Estate Planning for Crypto Assets

Estate Planning for Crypto Assets

This article, "What Happens to Your Crypto Assets When You Die?" will interest those of you who have crypto assets. It appeared online at Kiplinger on 3/21/22 and was written by Allison L. Lee, Esq. Bitcoin, NFTs, Dogecoin – all forms of cryptocurrencies have gained...

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Spring Cleaning -Time to Review Your Estate Plan

Spring Cleaning -Time to Review Your Estate Plan

Many view the beginning of spring as a natural time to get organized. Ms. Jennifer B. Cona, in her article "Spring Cleaning -Time to Review Your Estate Plan", from the Long Island Press, on 4/6/22, makes a good case that it is also a good time to review your estate...

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Estate Planning – Six Mistakes to Avoid

Estate Planning – Six Mistakes to Avoid

Most articles about estate planning focus on what to do and what to include. This one looks at it from another angle; what NOT to do.  “6 Estate Planning Mistakes to Avoid” was written by Maryalene LaPonsie and published online at Money Talks News, on March 30,...

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Estate Planning In Case Of Incapacity

Estate Planning In Case Of Incapacity

No one likes to think about the fact that at some point they may become incapacitated and unable to make decisions for themselves.  But it is reality and we all probably know at least one person to whom this has happened.  This is a good article about the...

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Thinking of Challenging a Will? Look for these Red Flags

Thinking of Challenging a Will? Look for these Red Flags

This article, "Red Flags Indicating a Potentially Invalid Will", written by Paul W. Norris and published on 4/1/22 on mondaq, provides some common "red flags" regarding wills that may be invalid.  If you are considering contesting a will, or have concerns about...

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Estate Plan – Does It Call for More Than Just a Will?

Estate Plan – Does It Call for More Than Just a Will?

This article, “Does Your Estate Plan Call for More Than Just a Will?” was written by Jack R. Hales Jr., J.D., and published on 4/4/22 in Kiplinger. It provides some good information as to why your estate plan may need more than just a will.   Mr. Hales writes,...

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