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 Tips to Keep Your Money in the Family

Many individuals would prefer their money be kept in the family. If you are one of those individuals, read on for some good ways to achieve that. This article was written by Maryalene LaPonsie and appeared in USNews online on 10/17/23. (Note: A few things are a bit...
Ensure will created before death to avoid confusion

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...

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What to Do Upon the Death of a Loved One

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...

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Guidelines for Estate Planning Every Age and Life Stage

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,...

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5 Myths about Estate Planning

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...

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The Perfect Wedding Gift!

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...

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13 Smart Estate Planning Moves Part 2

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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