Blog

It's the time of year for spring cleaning, and along with that, lots of hints and tips to make it easier and less overwhelming. Breaking it down into manageable tasks is usually the overall theme. What does this have to do with estate planning? Nothing except that...

If you are like me, reading about how the rich and famous handle or mishandle their financial affairs is pretty interesting. I wasn't aware of the issues surrounding the Hilton family. Were you? This article was written by John M. Goralka and published on Kiplinger's...

As an attorney in Cincinnati who helps clients with their wills, I am sometimes asked if there are cases where an individual doesn't need a will. I guess it is the interpretation of the word "need." Technically and legally, no one NEEDS a will. The state of Ohio...

Estate plans aren't worth anything if they don't meet the client's needs. That's why each one must be customized. They are not "one size fits all."  The following article does a good job of explaining how a good plan should meet the goals set out for it....

I don't think anyone would argue that our world, here and abroad, feels chaotic. The news and social media can be overwhelming sometimes. There are tips all over the internet about how to regain a sense of balance and control, from simple breathing exercises to...

Last summer, I posted a few articles about the family feud among Tony Bennett's heirs after his death—siblings suing siblings. It was ugly, and so much of it could have been prevented. The following from Kiplinger Online 12/20/24, written by John M. Goralka, is...

This post, the seventh and final one in the series "Estate Planning Common Questions," may help those unfamiliar with estate planning terms. And unless you practice law or have recently worked on your estate plan, there is no reason for you to know some of the legal...

What a timely article! I found the following online at Forbes, published on 1/2/2025 and written by Matthew F. Erskine, JD. It is a great kick-off to what could be a very challenging year for many, and it is worth your time. "As we step into 2025, the theme for estate...

This is the sixth installment in my series, Estate Planning Common Questions. It's a quick read about the basics of what it is, why it is important, what happens if you don't appoint a guardian and die suddenly, etc. If you have minor children, this is a MUST READ....