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.

Do You Believe Any of The Following 5 Myths About Having a Trust as Part of Your Estate Plan?

Many people think they know what a trust is and what it can do for them, but many don't. Check out these top five myths to see if you understand their benefits and limitations. Myth #1: Trusts Are Only for the Wealthy Fact: Trusts can be valuable for many...
Contesting a Will: Who Can Do It, How It Works

Contesting a Will: Who Can Do It, How It Works

We have all seen movies where a disgruntled family member, upon discovering they have been left out of the wealthy relative's will, declares they will contest the will. It isn't as easy in real life to do that successfully. So, if you are considering contesting a will...

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How Trusts Can Support Loved Ones with Mental Illness

How Trusts Can Support Loved Ones with Mental Illness

The following article from NerdWallet, published on May 5, 2023, and authored by Elizabeth Ayoola, provides interesting information about a topic that is not often discussed but should be. If you have a loved one who has a mental illness for whom you want to provide...

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When Parents Die at the Same Time

When Parents Die at the Same Time

Recently, a friend mentioned a book she was reading in which parents of adult children die in a tragic auto accident. Each parent had a will naming the other as the beneficiary, as expected, but, as it turns out, each left very different instructions should the other...

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Questions to Ask Your Estate Planning Attorney

Questions to Ask Your Estate Planning Attorney

I have written a few posts about how to select an estate planning attorney, but I thought it would be helpful to share the opinions of someone else on this topic. Originally published online on Investopedia in 2024, it was most recently updated on October 31, 2024,...

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