Blog

We have all seen the movies where there is the "reading of the will" scene of the despicable but wealthy relative. Relatives and servants gather in the deceased's well-appointed library to learn who gets what. The deceased's attorney reads the will, often full of...

I found the following article interesting for two reasons. One is that Mr. Buffett has already openly announced who his beneficiaries are, and the other is ... why has he done that? What do you think?  Have you let your loved ones know who your beneficiaries...

Everyone has heard the cliché “the devil is in the details” – it is never more true than in estate planning. This is why working with a seasoned estate planning attorney is critical to ensure all the “t’s” are crossed and “i’s” dotted. Little things can negatively...

While there are a variety of trusts clients may find beneficial, one often hears of "two kinds"—revocable and irrevocable. The following article from Investopedia, 3/18/25, does a nice job of explaining the difference. It was written by Greg DePersio, reviewed by...

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...