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.
Pros & Cons of Being the Executor of Someone’s Will
Have you been asked to be an executor of someone’s will, or do you think perhaps you will be? While it is a sign of trust and, in many ways, an honor to be asked, before you say yes, you might want to read what that responsibility entails. Then decide. Let’s...
15 Estate Planning Terms You Need to Know
While I make every effort to avoid using legal buzzwords that can be confusing to my clients, I am sure I'm not perfect. If you are considering updating or creating your estate plan and you want to have a comfort level with some of the terms before doing so, the...
Estate Planning; The One Thing in Your Life That’s a Sure Bet
If you own a home, do you have homeowner’s insurance? If you have a mortgage, you are pretty much required to do so. Did you know that fewer than 6% of homeowners' insurance customers file a claim each year? And while there isn’t any reliable data available, it is...
Getting Your Affairs in Order Checklist: Documents to Prepare for the Future
The following information comes from the National Council on Aging. It is pretty basic, but a good overview of what you should consider doing when you decide to put your affairs in order. "No one ever plans to be sick or disabled. Yet, planning for the future can make...
The Warmth And Good Vibes of Estate Planning
January, a cold month, often brings to mind cozy nights at home by the fireplace with loved ones. Warm slippers, maybe a hot toddy, maybe watching a movie together. Sounds perfect, doesn't it? Now - stay with me here, it also makes me think about estate...
5 Typical Things in a Will and 2 That Aren’t
Every will should be customized, very customized, to the individual. Whether there are millions of dollars in assets or less, every will should include the following. If you are considering drafting or updating your will, think about what you would include under each...
The Life-or-Death Answers We Owe Our Loved Ones
While this article is a few years old, it offers some good advice. No one wants to think about death, but it comes to us all. If you have loved ones, please read on. This first appeared in Kiplinger 4/21/24 and was written by Joel Theisen, RN. ...
Legal wrangling over the estate of Jimmy Buffett turns his widow’s huge inheritance into a cautionary tale
Even the best thought-out estate plans can lead to challenges and disputes. This article about Jimmy Buffett’s estate from People Magazine, 7/2/25, written by Reid Kress Weisbord and Naomi Cahn, is sadly a great example of that. It also reminds us to choose executors...
As We Kick Off 2026
If you subscribe to my monthly newsletter, you may have read about my recommendations for the new year (BTW, if you would like to receive my newsletter, click here https://davidlefton.com/newsletters/# and we'll put you on the email list). No worries ... I'm...
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