About: David

Posts by David:

“Who Gets What?” Interview with Steve Gurney, Positive Aging Sourcebook

Posted By: David Posted date: October 27, 2020 In: Press No Comments

Watch the interview  (1 hour talk) ...

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Survey Insights From Thousands of Heirs Dividing Estates

Posted By: David Posted date: July 30, 2020 In: Blog No Comments

Over the years we have asked heirs in divisions to complete a short survey to help provide insights to the Administrator / Executor of an estate division and for our own understanding of the concerns and motivations of those dividing estates.  For t ...

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5 Tips to Dividing Your Family Estate Peacefully

Posted By: David Posted date: July 10, 2020 In: Blog No Comments

Remember everyone processes grief differently, and peoples’ attachment to the value (emotional value) of things isn’t always a reflection of caring more or less about the lost loved one. Some people really want, or must have things they can touch ...

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Estate Settlement During COVID-19

Posted By: David Posted date: June 2, 2020 In: Blog No Comments

Estate Settlement of personal property and tangible assets between heirs has always been one of the most challenging parts for families and professionals helping them.  Think about the typical solutions offered. Most all of them start with: “Get t ...

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60 Minutes Story Reaffirming Value of Preserving Legacy – Holocaust Survivors

Posted By: David Posted date: April 7, 2020 In: Uncategorized No Comments

The 60 Minutes story this weekend showed again the value and what is possible for preserving the wisdom, personalities, stories and voices of our elders.  It is a valuable legacy to create for one’s own family. https://www.cbsnews.com/news/art ...

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