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.
Your Estate: Protect it with this Pandemic-Inspired Checklist
No one will say the pandemic was a good thing but one takeaway, per Mr. Brown, writing for Kiplinger on March 3,222 is that it taught us to expect the unexpected. I agree. He writes … "The pandemic has proved that preparation is critical, so if you're ready to get...
Estate Planning: for Sudden Death and Disability
This article, written by John Cunningham, appeared in the Concord Monitor on 2/26/22. It needs no real introduction, but I do hope it motivates you to take action. "Sadly, if any of us suffers a stroke, heart attack, or another life-threatening event, we...
Estate Planning: The Importance of Post-Divorce Beneficiary Planning
If you have ever personally experienced a divorce you know it can be stressful, to say the least. Maybe you felt that if you could just hang in until it was concluded you could move on without a backward glance. I think many of you might be nodding in...
Estate Planning: 6 Reasons You’re Putting Off Writing a Will and How to Overcome Them
I know that for many the biggest hurdle to having an estate plan is the first step of getting started. I ran across this article online at NextAvenue on 2/25/22 and written by Kelly K. James. I think it helps sort out for those who have not taken that step to...
The Majority of Americans Do Not Have A Will.
Don't have what you ask? According to Michelle Fox at CNBC, on 2/7/22 more than 70% of Black Americans don't have a will. She considers this "a state of emergency". I tend to agree. Ms. Fox goes on to say … "When actor Chadwick Boseman died, he didn't have a will....
Expecting? Time to Plan
I know I recently posted about planning for expecting parents but I ran across this article that expanded on the topic … I thought it was worthwhile sharing for those who are in the same place or will soon be. If that applies to you please read on … "What...
Jim Thorpe’s Body Stays in Jim Thorpe
More than half a century after his death, a court ruled on where legendary Native American Jim Thorpe's remains will stay. Although this case is unusual, families fighting over burial places is not. In 1953 two small Pennsylvania towns decided to merge and name...
How to Keep Your Estate Plan from Jeopardizing a Disabled Heir’s Benefits
Anyone with a child or grandchild with a disability needs to pull out their will and make sure the way it’s written doesn’t unintentionally keep someone they love from the benefits they need. This article from Kiplinger, 2/9/22 and written by James J. Ferraro, JD, is...
If You’re Over 50, Don’t Leave This Out of Your Will
At the risk of coming across as "doom and gloom", this article brings an important issue to the forefront. Ilana Kaplan, writing for "BESTLIFE" online on 2/6/22 puts it this way: "While it may be uncomfortable to think about, one of the most important financial...
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