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.

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...
6 Key Positions to Fill on Your Estate Planning Team

6 Key Positions to Fill on Your Estate Planning Team

When you decide to create your estate plan, like many projects, assembling a trusted team can be your best approach. Most individuals might think of estate planning as something you do with your estate planning attorney, and it can be, but consider the following key...

read more
What is Probate, and Who Has to Deal With It?

What is Probate, and Who Has to Deal With It?

I originally posted this two years ago this week. But honestly, I think I could put the information out there regularly because of the confusion surrounding what probate is and who needs to deal with it. So, I hope this is helpful to you if you have questions about...

read more
Thinking of Challenging a Will? Look for these Red Flags

Thinking of Challenging a Will? Look for these Red Flags

This article, "Red Flags Indicating a Potentially Invalid Will", written by Paul W. Norris and originally published on 4/1/22 on mondaq, provides some common "red flags" regarding wills that may be invalid.  If you are considering contesting a will, or have...

read more
Wills Gone Wild: How to Avoid Estate Planning Disasters

Wills Gone Wild: How to Avoid Estate Planning Disasters

The following article from Kiplinger, 6/24/26 by Adam Shell is both amusing and educational. I hope you enjoy it.     "These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs (or cats)....

read more
Looking for info on fees and services?

Book a 15 Minute Intro Call with Me Today.

Book a Call

Get Started

Book a 15 Minute Intro Call

(513)-699-9137

Schedule an In-Person Consultation

Contact us to discuss your needs and goals.