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.
8 Surprising Things Your Home Insurance Won’t Cover – Part Two
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8 Surprising Things Your Home Insurance Won’t Cover – Part One
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5 Estate Planning Questions Most People Are Too Embarrassed to Ask
As a Cincinnati estate planning attorney with years of experience, I have learned how to create an environment where clients feel comfortable asking me any estate planning question without embarrassment. Every client is unique, and I can assure them there are no wrong...
Before You Leave Your Home to Your Children, Ask These Questions
If you are considering leaving the family home to your children, the following is a "must-read". You will find questions and things to consider in this article published at Kiplinger online on 9/9/26. Carla Ayers wrote it, and Rachael Green edited it. You may have...
Would You Give Your 18-year-old $500,000? Your Will Might
When a child turns 18 in the United States, they become a legal adult and gain many rights, freedoms, and responsibilities. They can vote, join the military, sign legal contracts, get married, open checking accounts, change their name, serve jury duty, buy a house,...
Fascinating Things 9 People Have Left in Their Wills; Get a Tissue for Number 6
While there usually isn't much to laugh about when it comes to estate planning, it can be amusing to look back in history at some of the odd bequests people designated in their wills. Some you may have read about before, but I think you'll find a few new ones in here...
5 Life Changes That Mean It’s Time to Update Your Estate Plan – Or Start One
As an estate planning attorney, I have found some clients so glad to have their estate plan finished – enjoying the peace of mind that brings – can develop a mindset of “ that’s done; I don’t need to worry about that anymore.” I would love to say that’s true. It is a...
5 Dos and Don’ts When Lending Money to Loved Ones
Today’s economy is putting pressure on many people. Maybe your adult children, grandchildren, or siblings are struggling. Of course you want to help. If you are considering lending money to loved ones, you may want to read the following article first. AARP published...
4 Bad Things that Can Happen to Your New Baby If You Die Without Naming a Guardian
Welcoming a new little one is an exciting and exhausting time. So many things to do and buy in advance, and then, once the wee one arrives, your life feels like it has been turned upside down. The focus is 100% on caring for and protecting your baby. Sadly, one thing...
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