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.

My Spouse Just Died. Now What Should I Do?

First, if you are in this situation, please accept my condolences. It is one of the most difficult events in life that any of us has to deal with. Yet it is almost inevitable that we have to deal with the death of a loved one during our lifetimes. At a time when you...
Single Parent of a Minor? This One is for You!

Single Parent of a Minor? This One is for You!

If you are a single parent of a minor, you should read this. It is important.   I know you don't want to think about this but you should. If something were to happen to you, who would care for your child? If you have not appointed a legal guardian for your child,...

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Absolutely Vicious Fights Over Inherited Fortunes Part One

Absolutely Vicious Fights Over Inherited Fortunes Part One

I found the following article a few years ago on ListVerse.com. It is both interesting and, in some ways, amusing how being fabulously wealthy can bring special challenges and burdens. The article included a list of the top ten most vicious fights over inherited...

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Thanksgiving – The Afterglow

Thanksgiving – The Afterglow

I hope you had a wonderful Thanksgiving holiday last week, whether you were hosting at your home, traveling to friends or relatives, or simply enjoying a long weekend on your own. However you spent it, I hope it was good. And for those who spent quality time with...

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Think About the Past Three Years – Please

Think About the Past Three Years – Please

Got a minute?  I would like you to jot down any changes, big or small, that have occurred in your life since November 2022. I’ll provide a quick checklist below to get you started: Did you ... Get married or divorced? Welcome a new family member into your home?...

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The Holidays; Not Ideal but Maybe Necessary

The Holidays; Not Ideal but Maybe Necessary

If you're like me, this year has flown by, and now here we are, two months remain in 2025, and the holidays are fast approaching. If 2025 is the year you promised yourself you would get an estate plan done — or maybe update the one you already have —and...

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Five Estate Planning Pitfalls and How to Avoid Them

Five Estate Planning Pitfalls and How to Avoid Them

The following is an informative article if you're considering working on your estate plan. I found it at Kiplinger online. Written by MP Dunleavey, and it was most recently updated on 10/29/25. "The one thing Ann J. can say for certain about her mother's estate plan...

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What is the Gift Tax Exclusion for 2025 and 2026?

What is the Gift Tax Exclusion for 2025 and 2026?

A recent article about 2025 and 2026 Gift Tax Exclusions, found at Kiplinger and written by Kelley R. Taylor, may be of interest to you. Now is the time to make decisions and plan, so if this article is relevant to your situation, I'd be honored to help you. Please...

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