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 is the Perfect Gift?

About a week ago, I listened to an interview with a psychologist who has conducted research into gifting from the perspective of the gifter and the giftee.  It seems that those who buy gifts prefer the instant gratification they receive from giving a tangible...
What Are The Risks of DIY Estate Planning?

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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Estate Planning & Your Privacy

Estate Planning & Your Privacy

Do you consider yourself a relatively private person? Or are you the kind of individual who doesn't care who knows your business? Or maybe you're somewhere in between? If you are a private person, then this post is for you. Even if you aren't, you might still benefit...

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Six Simple Steps to Estate Plan for Your Bitcoin.

Six Simple Steps to Estate Plan for Your Bitcoin.

Estate planning has evolved over the decades, and addressing how your estate plan should include your Bitcoin investments is a relatively recent development. I saw this and felt it was worth reading for Bitcoin owners. It was published in the Palm Beach Daily on...

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Estate Planning – The Elephant in the Room

Estate Planning – The Elephant in the Room

Are you one of the many in the U.S. born to baby boomers (born between 1946 and 1964) with at least one parent still alive? That means one or both of your parents are at least sixty and as old as seventy-eight. While one hopes they stay healthy and live a long,...

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An “Almost” Good Estate Plan

An “Almost” Good Estate Plan

Recently, a friend of a friend shared a sad story of how a large, close-knit family was torn apart at the seams by a dispute when the matriarch of the family passed away.    It could have been avoided; that is the unfortunate part.     There...

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Five Big Estate Planning Mistakes and How to Avoid Them

Five Big Estate Planning Mistakes and How to Avoid Them

If working on your estate plan is on your "To-Do" list in 2024, I recommend you review the following article. It's a quick read and will help ensure you have the right estate plan for you and your loved ones. By the way, I found this online at Kiplinger on 2/9/24....

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Six Tips for Finding a Good Estate Planning Attorney

Six Tips for Finding a Good Estate Planning Attorney

Like many other professions and services, the law offers a wide range of practitioners - those specializing in a particular area, those with decades of experience (versus the brand new lawyers), and those highly regarded by clients and colleagues. If you are looking...

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