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.
2024 Top Trends in Funerals
Comprehensive estate plans include several legal instruments to protect you, your loved ones, and your hard-earned assets. Your healthcare directives and financial power of attorney, for example, benefit you during your lifetime and your loved ones later. A vital...
Estate Planning For AND With Your Children
While most clients don't think of estate planning as an activity one does FOR and WITH their children, I can make an excellent case for why they should. When your children are young, of course, you want to do everything you can to protect them, including if something...
Estate Planning for Singles
When it comes to estate planning, many might believe it is really all about couples and families. With about 46% of American adults single (including widowed and divorced), that would leave a lot of people out. In fact, in some cases, an estate for a single individual...
One More Thing Before You Go
To those of you who have already arranged your affairs with a will, a trust, and other legal documents, my congratulations. I know you are enjoying peace of mind knowing you've done what you can to protect your hard-earned assets and loved ones. That said, I'd like...
Peace of Mind – What’s It Worth to You?
Sometimes, peace of mind is truly priceless, such as how you feel when your teenager returns home safely with the family car before curfew on a Saturday night. Other times, peace of mind comes with a price tag. If you have purchased a home and had...
Estate Planning: 11 Of The Weirdest Celebrity Funerals And Burial Requests Part 2
As promised last week, here are the rest of the 11 Weirdest Celebrity Funerals and Burial Requests. Again, I found this online at ATI, written by Austin Harvey, edited by Maggie Donahue, and published on 11/7/23. This one includes one of our own, a...
Estate Planning: 11 Of The Weirdest Celebrity Funerals And Burial Requests Part 1
Estate plans usually include an individual's wishes regarding their funeral. I thought you'd find reading about what some celebrities wanted for their last starring role interesting. Here is Part 1 of this post, which is from ATI online by Austin Harvey,...
Estate Planning: Two Widows Experience
Too often, I find myself addressing the "what ifs" of things such as what if you don't make a will, what if you don't have a trust, etc. This post is about two incidents from "the field," as reporters say. It involves two widows, one widowed quite recently and the...
Overview of Estate Planning for Blended Families
Blended families are so common today that I think most people don't consider them different from traditional families. For the most part, they aren't, but blended families need and deserve a little extra time and attention when it comes to estate planning. Read...
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