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.
What We Can Learn From Celebrity Estate Planning Gone Wrong
As "regular folk," many of us find ourselves fascinated with how celebrities manage or mismanage their lives, including their estate plans. You may be familiar with some of the following, which I found in an online article written by Erik Carter for Forbes and...
Estate Planning: My Mother Wants to Leave Me Everything
I thought the following piece from a column by Quentin Fottrell for MarketWatch 7/1/24 was a great example of what can happen in families regarding wills, estate planning, and the like. Many individuals put off writing their will because they don't want to make...
Estate Planning: When You Do Nothing You’re Really Doing Something
Latest statistics show about 50% of adults in the U.S. don’t have a will. Reasons abound for that. I think most, if not all, are under the impression that by doing nothing, well, they aren’t really doing anything related to estate planning. But in...
What is Probate, and Who Has to Deal With It?
I have found that many people aren't sure exactly what probate is, but they have heard that it is something to be avoided. The following article from Kiplinger, 6/10/24, by Patrick Simasko, J.D., helps to clarify things. "The probate process can be a long and...
Do You Care What Happens To Your Body After You Die?
Let's face it: no one likes to think about their death. That is probably the primary reason so many Americans don't have a will; about 50% of us if the statistics are to be believed. Reasons abound from those who claim once they're dead, they won't care what happens...
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,...
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