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...
13 Smart Estate Planning Moves Part 1

13 Smart Estate Planning Moves Part 1

This article from Kiplinger by Janet Kidd Stewart, published May 9, 2024, is chock full of good tips. It's a lot to digest, so I'll split it into two parts. Here are seven of the thirteen Ms. Stewart recommends. Next week, I'll post the remaining seven tips....

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Six of the Best Assets to Inherit

Six of the Best Assets to Inherit

I recently published an article about the six worst assets to inherit, so I thought it would be interesting to share an article about the six best assets to inherit. The following was written by the same author as the other piece, David Rodeck (with contributions from...

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Estate Planning: Pros and Cons of Being a Planner

Estate Planning: Pros and Cons of Being a Planner

Are you a planner or more of a "wing it" kind of individual? I think planners are often considered not spontaneous, perhaps inflexible, or even a bit dull (they know what's coming!). Whereas those who like to wing it might be viewed as more...

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Six of the Worst Assets to Inherit

Six of the Worst Assets to Inherit

Before you decide how you want your assets to be distributed after you're gone, please read the following for some good tips.  You don't want to create problems for your loved ones. This article by David Rodeck and Elaine Silvestrini appeared in Kiplinger...

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Already Have an Estate Plan? Don’t Make This Mistake

Already Have an Estate Plan? Don’t Make This Mistake

Getting your affairs in order, aka creating an estate plan, is one of the most caring actions you can take for your loved ones. Suppose you have an estate plan already, good for you. But, like many things, this is not a “one-and-done” event. Once you have gone to the...

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Five Financial Changes That Happen When Your Spouse Dies

Five Financial Changes That Happen When Your Spouse Dies

Until you have personally suffered the loss of a spouse or a close friend, some of these may come as an unpleasant surprise. This article by Evan T. Beach was written for Kiplinger online and published on 2/2/24.  "Some of these could catch surviving spouses by...

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Top 5 Tips for Choosing a Guardian for Your Child

Top 5 Tips for Choosing a Guardian for Your Child

I know there are those individuals who tend to think estate planning, making a will, and "getting your affairs in order" is all about the "stuff." The house, the car, the boat, the investments- yes, they are right. But over my many years as an estate planning...

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