Publications for Jonathan J. David
The Grand Rapids Business Journal picked up shareholder Jonathan J. David's article on estate planning for small business. This column covered the main points from David's new ebook along with some tips for business owners on sucession planning.
Estate Planning: You Have to Start in Order to Finish was created as a guide to help you better understand the estate planning process. In this book we will cover commonly asked questions on topics such as: durable power of attorneys; wills; trusts; living wills; insurance; gifting and tax rules; children and marriage; pet trusts; and how to avoid probate.
If I disinherit this child, I am afraid that this might impact her relationship with my other children. Is there any way to avoid this? Is there a right way to disinherit a child?
What happens if my uncle dies without having made a will or trust? Also, will I still be able to act on his behalf under his power of attorney after he has passed away?
"General Assignment:" Can I use this document to avoid having to probate his estate?
My husband died recently. Since my daughter lives in a different state, I have decided to move there to be close to her. Prior to my husband's death, we had just recently updated our estate planning documents. Do I need to do this again now that I am moving to another state?
The following is a summary of the types of estate planning documents all individuals should consider implementing regardless of their age, the size of their estate, or whether they are married or single.
I only have one child and she is already listed on all of my bank and investments accounts; why can't I just deed my home over to her now?
Should I name all three children as fiduciaries, and if not, how do I determine who should act in what capacity and ultimately how do I avoid hurt feelings?
How do you avoid having the person you name as your agent ripping you off?
I recently received some troubling news regarding my health, which got me thinking about estate planning and death taxes which are topics I have been avoiding for years now. What types of planning do you think I should engage in?
What was the purpose of setting up our trust five years ago when my husband's estate has to be probated anyway?