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.
Planning Your Estate? What to Ask Before You Name an Executor in Cincinnati.
So you've decided to work on your estate plan – great. Now let's talk a little bit about selecting your executor. This article appeared recently online at JDSupra on June 5, 2023. It was written by Miles Mediation and Arbitration provides some good info on the topic....
What Happens if I Don’t Have a Medical Power of Attorney in Cincinnati?
None of us like to think about the possibility of becoming incapacitated from an auto accident, for example. But we ALL know of those to whom it has happened, right? So, what happens here in Ohio if you don't have someone legally appointed to speak on your behalf...
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...
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...
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