Helpful Tips and Videos

Recommended Letter of Instruction Draft - After more than a decade of working with families to divide their personal property, I have seen the same issues over and over again play out with families, that could have been addressed by the deceased to greatly reduce conflict and ambiguity.

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Dividing Tips for Estates with David
(YouTube 1-3 Minute Videos)

$ Values – Include or Omit? | Dividing Things #1

Don’t Include Spouses | Dividing Things #2 When gathering to divide personal property; heirs only.

What to Divide or Donate – Often Surprising | Dividing Things #3

The “Heir Hat” Be Sensitive, Empathetic | Dividing Things #4

Dividing Into Selectable Subsets – China, Jewelry, etc. | Dividing Things #5

Navigating Family Dynamics | Dividing Things #6

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