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.
Three Top Reasons Why Single People Need an Estate Plan
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 –...
We Can Learn from Robin Williams
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...
Estate Planning for Retirement in Ohio
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...
How to keep your spouse’s next spouse from spending your money after you die.
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...
What Makes a Will Legally Valid In the State of Ohio?
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...
2023 Estate Planning: A Comprehensive Legal Guide
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...
The Basics of Probate in Cincinnati
Like myself, estate planning attorneys here in Cincinnati often recommend ways to avoid probate to clients. I thought a basic definition of probate and why one would want to avoid it might be in order. First, probate is the legal process through which a...
Can You Over Think an Estate Plan?
The following is an interesting article written by Robert J. Green and published on 7/5/23 online at COUER d'ALENE /POST CALLS PRESS. My initial reaction to his estate planning question was, of course not, but read on for how he makes a case that maybe you CAN...
Current Trends in Estate Planning
While no one would ever accuse estate planning of being a "trendy" service, those who practice it have seen some changes over recent years that might be called a trend. Having practiced estate planning for many years, I believe all of these "trends" benefit clients....
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