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: 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...
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.) Easy 7 point checklist … see if there are any here that surprise you,...
Rewriting Your Will after Divorce
Here's what you need to remove and add to your will when your marriage is over This is an interesting article by Alicia Tuovila I found online at Investopedia on 2/12/22. It covers some good info if you've recently, or are about to, divorce. So, heads up! It's...
What Does Your Will Say About You?
We often think the process of estate planning is mostly about finances. However, how we distribute our estates also says a lot about who we are as people and what we value. Every will ever accepted into probate in England and Wales since 1858 is stored in a single...
Remarried With Children? 5 Estate Planning Mistakes to Avoid
Couples on their second marriages need to plan carefully for each other and their kids This post is about love – the joy of finding love and getting married a second time. Befitting for February I think. John Waggoner, writing for AARP, makes some excellent points...
Avoid Probate and Audit an Estate Plan Regularly
This is a good reminder of why everyone with an estate plan should review it periodically. So if you have one, but it is more than a few years old, read on. "Getting your estate plan in place is never a "one and done" task. Estate planning is an ongoing...
Prince’s Estate Is a Royal Mess: 5 Ways You Can Do Better
Six years of legal wrangling later, Prince’s estate is finally moving forward. Here are five critical mistakes he made that all of us can learn from. I mentioned in a recent post that Prince’s estate was finally, after six long years, being settled. You, in...
What to Do When a Family Member Needs a Guardian
This is a very special post about a special situation. One that honestly I hope my readers never find themselves in … but one that, truth be told, is becoming more common every day. It's all about guardianship. Jackie Stewart, writing for Kiplinger on 1/25/22 provides...
How your parents’ debt could outlive them
This is an interesting article written by Liz Weston for NerdWallet 1/31/22 about a topic many folks don’t think about or, if they do, they may not have the facts. Ms. Weston covers it well in the following: “Many people believe one of two common myths...
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