Blog

The following article about making changes to a trust AFTER death is about a situation in Michigan, so the outcome might not be the same here in Ohio, but I found it interesting anyway. You might too. If nothing else, it illustrates the complexities of the law...

What do you think is the top myth about estate planning? 1. Estate planning is only for the rich and famous 2. There is one cookie-cutter solution that will work for everyone. 3. Estate plans can be easily completed without an experienced estate planning attorney’s...

As you know, sometimes I like to share content I've found online. As a rule, I tend to restrict my research to US sources only, but this time I'm making an exception. As an estate planning attorney, I found this article published by the Daily Mail (in the UK)...

I addressed this topic over a year ago and decided it was time to revisit it. Too many believe single people don't need to bother with wills or an estate plan. I hear this a lot and want to give you three reasons why that thinking is incorrect. Here we go. REASON #1 –...

While the following article about the aftermath of Robin William's death is dated, the content is as relevant today as ever. This article, written by Paul Sullivan, appeared in the New York Times on April 3, 2015.  Robin William's widow, Susan Schneider, agreed...

Now that you've retired and are on a fixed income, it is time to create or update your estate plan. This is a new life stage and it has its own particular opportunities and challenges. Ask yourself the following questions to get a good sense of what you should be...

Some people act as though they don't care what happens to their wealth once they pass on. They'll be dead; they won't know. Others, however, have strong feelings about how their hard-earned assets are distributed. And some might find the idea of their spouse's next...

As an estate planning attorney, one of my jobs is to ensure that each client's will is legally valid here in Ohio. A short explanation of what makes a will legal might be in order. To make a will legally valid here in Ohio, it must meet the following...

This article, published at Newswire.net on 7/9/23 and written by David Jackson, is a concise guide to estate planning. It covers the basics well. Once you've reviewed it, call me so we can develop the estate plan that meets your unique needs and goals. I'm happy to...