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.

Suddenly Inherited Money? The Critical Steps You Need to Take First

Suddenly inheriting a great deal of money is often a good news – bad news situation. Good in that you are suddenly better off financially, bad in that often it means you lost a loved one, and you are grieving. This article provides useful information on the...
They Thought They Had More Time Too

They Thought They Had More Time Too

As we are all aware, none of us knows what tomorrow holds. If we did, we could all plan accordingly. Instead, the human inclination is to believe we all have plenty of time to do what we need to do. And that attitude leads to a lot of procrastination. As an estate...

read more
Estate Planning When You Have A Secret Relationship

Estate Planning When You Have A Secret Relationship

I originally shared this article, "I Have a Secret Relationship, How Do I Include Them in My Estate Plan?" back in March of 2022. Written by Patricia E Malley for Lexology, it brings up an issue that is not commonplace. I am sure when you read "secret relationship,"...

read more
Celebrities Who Died Without a Will

Celebrities Who Died Without a Will

Celebrities aren't like us, right? They have millions surround themselves with the best lawyers, managers, financial advisors money can buy. And yet, sometimes all of that expertise available to them is either not tapped or something goes terribly wrong. I originally...

read more
Estate Planning After OBBBA 2025: What Now?

Estate Planning After OBBBA 2025: What Now?

I happened to run across this article online in an unexpected place: The American Heart Association's website. Written by Bill Bereza, Attorney, Generation Trust Law Group, and Gunnar Crowell, Senior Advisor, American Heart Association, the information is timely as we...

read more
DIY Estate Planning – What Could Possibly Go Wrong?

DIY Estate Planning – What Could Possibly Go Wrong?

As costs rise, many individuals are looking for ways to DIY... whatever “it” is. Maybe it’s putting down a new floor in your kitchen, or fixing a plumbing problem, or skipping your tax preparer and doing your own taxes. Initially, it may seem like a great way to save...

read more
Love is What Estate Planning is All About

Love is What Estate Planning is All About

If no one cared about their loved ones, I'd be out of a job. Who needs an estate planning attorney if you don't want to protect your spouse, your siblings, your children, your parents, or your pets? Ok, technically, some individuals have none of the above, and they...

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.