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.
Can my attorney be the executor of my will in Cincinnati?
That is a good question. Can your attorney be the executor of your will here in Cincinnati? The short answer is yes. However, it begs the question of why would you want your attorney to be the executor? Is it your only option? Most people appoint a relative such as a...
What Are You Doing This Spring?
Many see spring as a time to get ready to spend time outdoors, do some home maintenance chores, and make plans for summer vacation. A few items you might want to add to your spring to-do list include: Get your bicycle (and the kids’ bikes) tuned up. The bike shops...
Clean Out Your Estate Planning Attic – Part Two
The following, as promised, is Part 2 of the “Clean Out Your Estate Planning Attic” article which is from Forbes, published March 19, 2023 and written by Martin Shenkman. This part covers family trusts, life insurance, size of some trusts and more. The third and...
Who needs a Trust instead of a Will in Cincinnati?
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...
Clean Out Your Estate Planning Attic – Part One
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...
Living Will or Advance Directive in Cincinnati?
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...
Celebrity Wills & Odd Requests
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...
How long do you have to file probate after death in Cincinnati, Ohio
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...
Estate Planning Ideas for Gen Z Beneficiaries
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...
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