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.
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...
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...
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...
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...
Estate Plan Foundation – These 5 Documents are a Great Start
In his article “Commentary: Where to start when creating an estate plan” (which I found at nwi.com on 4/10/22) Greg Chona helps to break down the “hurdles” of getting your estate plan underway but simply presenting information on the 5 basic documents as a starting...
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,...
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...
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...
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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