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.

Fascinating Things 9 People Have Left in Their Wills; Get a Tissue for Number 6

While there usually isn't much to laugh about when it comes to estate planning, it can be amusing to look back in history at some of the odd bequests people designated in their wills. Some you may have read about before, but I think you'll find a few new ones in here...
Estate Planning When You Have A Secret Relationship

Estate Planning When You Have A Secret Relationship

I originally shared this article, "I Have a Secret Relationship, How Do I Include Them in My Estate Plan?" back in March of 2022. Written by Patricia E Malley for Lexology, it brings up an issue that is not commonplace. I am sure when you read "secret relationship,"...

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Celebrities Who Died Without a Will

Celebrities Who Died Without a Will

Celebrities aren't like us, right? They have millions surround themselves with the best lawyers, managers, financial advisors money can buy. And yet, sometimes all of that expertise available to them is either not tapped or something goes terribly wrong. I originally...

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Estate Planning After OBBBA 2025: What Now?

Estate Planning After OBBBA 2025: What Now?

I happened to run across this article online in an unexpected place: The American Heart Association's website. Written by Bill Bereza, Attorney, Generation Trust Law Group, and Gunnar Crowell, Senior Advisor, American Heart Association, the information is timely as we...

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DIY Estate Planning – What Could Possibly Go Wrong?

DIY Estate Planning – What Could Possibly Go Wrong?

As costs rise, many individuals are looking for ways to DIY... whatever “it” is. Maybe it’s putting down a new floor in your kitchen, or fixing a plumbing problem, or skipping your tax preparer and doing your own taxes. Initially, it may seem like a great way to save...

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Love is What Estate Planning is All About

Love is What Estate Planning is All About

If no one cared about their loved ones, I'd be out of a job. Who needs an estate planning attorney if you don't want to protect your spouse, your siblings, your children, your parents, or your pets? Ok, technically, some individuals have none of the above, and they...

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How to Set Up a Pet Trust for Your Furbaby

How to Set Up a Pet Trust for Your Furbaby

Pets are family nowadays. At least that is the way many people feel. And while you can’t leave your estate to your pet, there are ways to protect them after you’re gone. Read on for how to do it. I found this article online at AARP, it was written by Abigail Seaberg,...

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