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.
Ensure will created before death to avoid confusion
The following article, written by Matt Mahoney, was published in the Columbus Jewish News on 6/25/24. While not new information, it does offer reinforcement of the need for everyone to draw up a will. Everyone. Read on for perspectives from folks he interviewed for...
What to Do Upon the Death of a Loved One
An event many of us may be unprepared to handle is the sudden death of a loved one. It is one of the most difficult events in life to deal with. It can be almost paralyzing. Unfortunately, most of us will inevitably have to go through it. If this happens to you or a...
Tony Bennett’s Daughters Suing Siblings About Family Trust
Sadly, this is another example of how loved ones, especially those of deceased celebrities, can fight tooth and nail over assets. Sometimes, like in the case of Michael Jackson, these disputes can drag on for years, often preventing any of the heirs from receiving...
Guidelines for Estate Planning Every Age and Life Stage
The following are some general guidelines for your estate planning based on your age group. As we age, our goals and all that life brings can change. Where are you in your estate planning journey? In Your 20s and 30s: Even if you don't have much in the way of assets,...
Michael Jackson’s Kids and Mom Barred from Trust Fund Payments Until Estate and IRS Settle Dispute
The following article came to my attention, and I think you’ll find it interesting. Written by Russell Steinberg, it appeared on Celebrity News on 5/31/24. While Michael Jackson made a great effort to leave his affairs in good order with clear direction...
5 Myths about Estate Planning
#1- I AM SINGLE AND DON'T OWN MUCH SO I DON'T NEED AN ESTATE PLAN Many single folks believe because they don't have a house, kids, etc., they don't need to bother with a will or estate plan. Well, they should. They probably have parents or siblings. Maybe they...
The Perfect Wedding Gift!
It's June, the traditional month for weddings, which, of course, means the traditional month for the search for the perfect wedding gift. Gift registries have helped enormously, but if you're like me, it doesn't feel very personal to go online and order a few place...
10 Things You Should Know About Estate Planning for Singles
I know many singles think that because they may not have a house or a family yet, estate planning can be postponed until they do. Not so. Not only should singles have an estate plan, but it is a little different from others. This is a good overview article from...
13 Smart Estate Planning Moves Part 2
This post continues what was started last week and includes the remaining smart estate planning moves. Again, this is from Kiplinger online, written by Janet Kidd Stewart and published on 5/9/24. While most of Ms. Stewart's information is worthwhile, I am in total...
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