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.

Celebrities Who Died Without a Will

Celebrities aren't like us, right? They have millions surround themselves with the best lawyers, managers, financial advisors money can buy. And yet, sometimes all of that expertise available to them is either not tapped or something goes terribly wrong. I originally...
Estate Planning After OBBBA 2025: What Now?

Estate Planning After OBBBA 2025: What Now?

I happened to run across this article online in an unexpected place: The American Heart Association's website. Written by Bill Bereza, Attorney, Generation Trust Law Group, and Gunnar Crowell, Senior Advisor, American Heart Association, the information is timely as we...

read more
DIY Estate Planning – What Could Possibly Go Wrong?

DIY Estate Planning – What Could Possibly Go Wrong?

As costs rise, many individuals are looking for ways to DIY... whatever “it” is. Maybe it’s putting down a new floor in your kitchen, or fixing a plumbing problem, or skipping your tax preparer and doing your own taxes. Initially, it may seem like a great way to save...

read more
Love is What Estate Planning is All About

Love is What Estate Planning is All About

If no one cared about their loved ones, I'd be out of a job. Who needs an estate planning attorney if you don't want to protect your spouse, your siblings, your children, your parents, or your pets? Ok, technically, some individuals have none of the above, and they...

read more
How to Set Up a Pet Trust for Your Furbaby

How to Set Up a Pet Trust for Your Furbaby

Pets are family nowadays. At least that is the way many people feel. And while you can’t leave your estate to your pet, there are ways to protect them after you’re gone. Read on for how to do it. I found this article online at AARP, it was written by Abigail Seaberg,...

read more
Pros & Cons of Being the Executor of Someone’s Will

Pros & Cons of Being the Executor of Someone’s Will

Have you been asked to be an executor of someone’s will, or do you think perhaps you will be? While it is a sign of trust and, in many ways, an honor to be asked, before you say yes, you might want to read what that responsibility entails. Then decide.   Let’s...

read more

15 Estate Planning Terms You Need to Know

While I make every effort to avoid using legal buzzwords that can be confusing to my clients, I am sure I'm not perfect. If you are considering updating or creating your estate plan and you want to have a comfort level with some of the terms before doing so, the...

read more
Looking for info on fees and services?

Book a 15 Minute Intro Call with Me Today.

Book a Call

Get Started

Book a 15 Minute Intro Call

(513)-699-9137

Schedule an In-Person Consultation

Contact us to discuss your needs and goals.