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.
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...
Estate Planning Tips: How to Pick POAs, Health Surrogates and Trustees
This article, published by Kiplinger on 2/17/23 and written by Richard M. Ricciardi Jr. Esq, includes some good advice. If you are updating or creating your estate plan, you might want to review it. "Before you add to your estate planning documents the names of...
Would You Hire a Podiatrist to Remove Your Child’s Appendix?
We have all seen apocalyptic movies where a handful of bedraggled survivors are forced to use their skills in untested ways. Computer techs disarming bombs or engineers constructing footbridges over deep ravines. It makes for high-drama and is often...
Blended Families – Yours Mine or the State’s?
My experience working with blended families is relatively extensive. What I have found to be shared among them all is that each is unique. Their uniqueness comes from the number and ages of the children, the attitudes and relationships between them, ex-spouses, former...
Estate Planning: Celebrity’s estate plan is a lesson for us all
Too often, we read about celebrities dying without having their affairs in order or question. Prince comes to mind, whose estate took years to settle, with the only real winners being the attorneys of the many who claimed to be heirs. Or, more recently, Aretha...
Eight Steps to Take When Settling an Estate as the Executor
Have you been appointed executor of someone's estate? Perhaps a parent or sibling? Do you understand what will be expected of you when you step into your role? You might want to read the following article by Brian Skrobonja, which appeared in Kiplinger on...
Top 5 Preventable Estate Planning Mistakes
The following are some common AND preventable estate planning mistakes I'm sure you want to avoid. As an experienced estate planning attorney, I make every effort when I work with my clients to guide them and ensure everything is complete, but as you'll see below,...
Caring for Your Aging Parents: A Seven-Step Guide
Many of us are fortunate to still have our parents, and ideally, they are healthy and active. Some of us, boomers in particular, find ourselves in a position of caring for our parents. No matter where you are, if you are lucky enough to still have your parents and...
What Are The Risks of DIY Estate Planning?
We all turn to online resources from time to time for help. How to make a simple plumbing repair, change a tire, or even fix an over-salted stew. But I'm confident that unless you are a trained electrician, you wouldn't take on rewiring your entire home based on...
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