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A friend told me she saw an ad on Facebook for a "5 Minute Will" and wondered what I thought. Terms like "legitimate," "comprehensive," and "quality work" did NOT come to mind. I can only assume it is a ploy to attract individuals who have convinced themselves they...

Kudos! If you are reading this, it means you made it through what is statistically the most deadly month of the year - January. But be vigilant. According to Live Science, "The deadliest month in the U.S. is the one that heralds the New Year: January. An average of...

I found the following article illuminating. Written by Daniel de Visé, it appeared on 1/28/24 in the USA Today. It is well worth the read if you are “older” and contemplating divorce (or have recently divorced). A reminder: if you are getting divorced, ensure your...

Most of us can think of situations where generational wealth disappeared after one or two generations. If you are concerned about that happening in your family, read on for some good tips. This article appeared at Kiplinger online on 1/19/24 and was written by Anne...

Statistically, only about 50%, or fewer, of adult Americans have a will. There are many reasons the other 50% don't. Those reasons range from knowing they SHOULD have one but can't find the time to do it to those who think they don't need one. Today, I want to talk to...

I advise my clients to keep their estate planning documents in a secure location, such as their home safe or locked drawer that may contain all your important papers. And to let appropriate loved ones know. I have never advised them to tuck it between their couch...

According to the Ohio Bar’s website, probate is “a legal proceeding to administer certain kinds of property (called probate property) owned by someone who has died (the decedent), to see that claims, expenses, and taxes are properly paid, and to see that the remaining...

During my many years in estate planning, I've recognized that second marriages can sometimes make estate planning more complex. This is all the more reason to work with an estate planning attorney with considerable experience in this area. It's easy to overlook or...

Before we discuss the pros and cons of a living will, I'll provide a quick definition of what it is. A living will, also called an advance directive, is a legal document that allows an individual to state their wishes for end-of-life medical care if they cannot...