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Who needs a trust INSTEAD of a will here in Cincinnati? That might be a trick question – do you know why? So first, let's define a will and then a trust, and I'll ask you, what do you think? WHAT IS A WILL?  According to the American Bar Association, "A will provides...

I found the following article online at Forbes, originally published on March 19, 2023, and written by Martin Shenkman. It is an excellent article, but I can’t expect others to read it all in one sitting, so I’ve broken the article into three parts that I’ll post over...

People may know what a living will is, but here is the definition from the American Bar Association. "A living will is your written expression of how you want to be treated in certain medical circumstances. Depending on state law, this document may permit you to...

I ran across this article, "Celebrity Wills & Odd Requests," first published on 7/18/2018 online at The Society of Will Writers. I thought it was a great way to demonstrate that every estate plan and will is unique. And that is as it should be. Enjoy.    "Let's...

I am sometimes asked how long an individual has to file probate after the death of a loved one here in Cincinnati. Good question. Before I answer, however, let's talk about what probate is and who must go through probate.    The American Bar Association defines it as...

If your beneficiaries include any who are Gen Z, you'll want to read the following article. It has some good information for your consideration. "If you intend for your assets to benefit multiple generations, including family members in Gen Z, you may wish to...

Do you remember this PSA in Cincinnati from the 1960s into the 1980s that asked, "Do you know where your children are?" It was often parodied and was featured in Time Magazine's Top 10 PSA announcements article. It was successful at drawing attention to parents'...

If you're a collector of anything, does your spouse share your enthusiasm or tolerate it? And perhaps more importantly, if your collection is worth a significant amount, have you included it in your estate plans? Whatever you might collect, stamps, vintage cars, or...

Is your family what is called a blended family? Second marriages with children from the first marriage and perhaps children from the second or third marriage? If that is the case, as a parent, your responsibility to protect everyone is even greater and, frankly, a...