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.

Second Marriage Financial Checklist: 7 Planning Items to Consider

This article written by Jonathan I. Shenkman, for Forbes in 2021 is really on the money when it comes to crossing your "t's" and dotting your "i's" if you have recently remarried (or plan to do so.) Look at the following 7 points and see if there are any here that...
Estate Planning: for Sudden Death and Disability

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...

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The Majority of Americans Do Not Have A Will.

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....

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Expecting? Time to Plan

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...

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Jim Thorpe’s Body Stays in Jim Thorpe

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...

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If You’re Over 50, Don’t Leave This Out of Your Will

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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Estate Planning: What’s Love Got to Do With It?

Estate Planning: What’s Love Got to Do With It?

Ron Carson, contributing writer to Forbes on 2/9/22 provides an updated view of estate planning in the current times. He writes …   “From Valentine’s Day to American Heart Month, February has long been associated with love. That makes this month a great time to...

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