Publications for Jonathan J. David
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?
Why would I need to get the court involved when I have the right to conduct all banking on his behalf under the power of attorney? I assume the bank is wrong, but what can I do, am I at their mercy?