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.
What’s Love Got to Do With It?
What's Love Got to Do with It?, a 1983 hit single for recently departed Tina Turner, and the 1993 American biographical film title based on her life, poses a good question. What about love? How does it motivate the actions of any individual? In the movie, and sadly in...
Five Estate Planning Lessons We Can Learn From Elvis’ Mistakes
The following article, written by John M. Goralka and published on 5/17/23 by Kiplinger, is an excellent example of how estate planning mistakes can impact future generations. “Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa...
What You Should Never Put in a Will in Cincinnati.
Some people, once they begin the process of making out their will, want to throw EVERYTHING they can think of into the document. STOP! Not a good idea. Some things are appropriate to include, and several are not. First, remember that a will goes through a...
How to Tackle Digital Estate Planning in Four Easy Steps
Hot off the "press," as they used to say, published by Kiplinger online May 16, 23. Written by Marguerita M. Cheng, this is a good article about our digital life and some tips on how to set up a digital estate plan. This is good information for anyone with online...
Who Can Be Your Executor If You Have No Family in Cincinnati?
If you are the only member of your family living in Ohio, this post is for you. Whether it is because everyone else moved away or you are a transplant, the result is the same – you don't have family members living here. So what does that mean for you when you decide...
The Most Expensive States to Die In (Due to Death Taxes)
Living in Ohio offers many advantages, but you may not know that, unlike other states, Ohio doesn't have what is referred to as the "death tax." I ran across this article by Katelyn Washington, published by Kiplinger on May 9, 2023. I thought you'd be...
Estate Planning For Unmarried Couples
According to the most recent US Census figures (2019), "The number of unmarried partners living together in the United States nearly tripled in two decades from 6 million to 17 million or 7% of the total adult population". The statistics are likely about the...
Can a Spouse Override a Beneficiary in Cincinnati?
Can a spouse override a beneficiary in Cincinnati? The short answer is no. But let's look at this more closely, so we understand how it works. When we think of a beneficiary, we generally think of instruments such as life insurance policies. Those always come with the...
16 Wealthy People Who Won’t Leave Money to Their Kids.
I found this article online at GOBANKINGRATES.com. It was written by Rachel Hoffman (with contributions by Jake Arky and Jordan Rosenfeld) and published on 10/3/2022. Read on to discover why these super-wealthy individuals won’t (or didn’t) share their riches with...
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