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.

High-Net-Worth Individuals and Estate Planning Under Trump

Life is coming at us all pretty fast right now. I am sure you agree. This article, published by Kiplinger in early March and written by Ronald "Skip" Skolnik, is a little dated, but it contains worthwhile information for high-net-worth individuals. Let me know if you...
Do you need a will? Maybe. Maybe Not.

Do you need a will? Maybe. Maybe Not.

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...

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A Good Estate Plan Requires Four Key Elements

A Good Estate Plan Requires Four Key Elements

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....

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The 2025 Theme for Estate Planning – Be Prepared

The 2025 Theme for Estate Planning – Be Prepared

What a timely article! I found the following online at Forbes, published on 1/2/2025 and written by Matthew F. Erskine, JD. It is a great kick-off to what could be a very challenging year for many, and it is worth your time. "As we step into 2025, the theme for estate...

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6 Things You May Not Know About Funerals

6 Things You May Not Know About Funerals

As an estate planning attorney, I prefer to focus on the positive, for example, how an estate plan can benefit everyone concerned. However, estate plans do involve wills and final arrangements, and as such, I found the following content about funerals from Funeral...

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