Blog

One hundred years ago, the only assets individuals had to protect with estate planning were physical things like a house, property, vehicles, antiques, etc. But it's 2023, and we now have to consider your digital assets in estate planning as well. Ensuring that your...

Most, if not all, estate planning attorneys agree you should avoid probate if you can. It can be time-consuming, stressful, and can cost money—all good reasons to find ways to avoid it. The following article, written by Garrett Spangler, was published on 8/22/23...

Before your child goes off to college you might find this article helpful. Take a look. This was published on Kiplinger 6/29/23 and was written by Marguerita M. Cheng, CFP. “Medical and financial powers of attorney should be signed before anything goes wrong, so it’s...

The sad reality of life today is that many of us know of a family affected by drug or alcohol abuse – perhaps you are experiencing it in your own family. When creating your estate plan, this situation requires special attention. If it is your child, for example, you...

If I asked 50 people about the worst part of preparing an estate plan, many would respond, “Just getting started.” It can seem like a daunting task that will take a lot of time and energy, but in fact, often, when we complete one for a client, they tell me it was...

The following article summarizes what I sometimes find myself cautioning my clients about, leaving unwanted assets to heirs. This article appeared in Kiplinger online on 8/17/23 and was written by David Rodeck & Elaine Silvestrini.  "Leaving these assets to...

As an estate planning attorney here in Cincinnati, I always recommend clients have the right estate plan for them, their unique situation, and goals. And for most clients, particularly those with significant assets and heirs, that would likely be a comprehensive plan...

I could have written the following article from NewsANYWAY, 8/16/23, by Lindsey Bensen. I am 100% in agreement with every point—all good information for anyone considering an estate plan. And I hope you are thinking about it and will contact me when you're...

I often advise my clients to have a trust. It's a valuable legal document for many reasons. Today I want to provide some information regarding the various types of trust available. This is not an exhaustive list; I'm only hitting the highlights to give you a sense of...