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.

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...
How To Ease Your Kids Into Estate Planning

How To Ease Your Kids Into Estate Planning

Now that school is over for most students, you might have more time to talk to your kids, maybe. This is a good article for parents of underage and adult children alike, so read on and then figure out your strategy for grabbing their attention. During a car ride to...

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What’s Love Got to Do With It?

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...

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What You Should Never Put in a Will in Cincinnati.

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...

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How to Tackle Digital Estate Planning in Four Easy Steps

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...

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The Most Expensive States to Die In (Due to Death Taxes)

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...

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