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...
Legal guardianship and inheritance Cincinnati Ohio

Legal guardianship and inheritance Cincinnati Ohio

Do you remember this PSA in Cincinnati from the 1960s into the 1980s that asked, "Do you know where your children are?" It was often parodied and was featured in Time Magazine's Top 10 PSA announcements article. It was successful at drawing attention to parents'...

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Estate Planning for Memorabilia Collectors

Estate Planning for Memorabilia Collectors

If you're a collector of anything, does your spouse share your enthusiasm or tolerate it? And perhaps more importantly, if your collection is worth a significant amount, have you included it in your estate plans? Whatever you might collect, stamps, vintage cars, or...

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Should All Your Children Inherit Equally from You?

Should All Your Children Inherit Equally from You?

I ran across this article online, and it reminded me of a situation I occasionally encounter while working with clients with children. Some clients treat their children equally when it comes to asset distribution. Others, however, aren't so sure, and sometimes we talk...

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What is a living will? Cincinnati OH

What is a living will? Cincinnati OH

A living will is a document that lets you decide whether or not to be kept on artificial life support. This kind of document wasn't needed or even thought of until the early 1950s when physicians developed techniques for cardiopulmonary resuscitation (CPR) and then...

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Best estate planning attorney in Cincinnati OH

Best estate planning attorney in Cincinnati OH

This post is about what makes the "best estate planning attorney in Cincinnati, OH." That's an interesting question, and my guess is, ask 100 people, and you'll get a mixed bag of what they consider to be "best" when it comes to estate planning attorneys here in...

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Celebrities Who Died Without a Will

Celebrities Who Died Without a Will

I pulled the following segments from an article I found online, "5 Celebrities Who Died Without a Will", written by Elissa Suh for PolicyGenius and published on 12/8/21. While most of us don't have an estate worth millions, what happened following the deaths of Prince...

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Four Strategies for Leaving Assets to Your Heirs

Four Strategies for Leaving Assets to Your Heirs

The following article, "Four Strategies for Leaving Assets to Your Heirs," written by Indrika Arnold and published by Kiplinger on 2/8/23, resonated with me because it is an excellent example that each client's estate plan should be customized to that individual's...

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Trust Plans for Children – Cincinnati, Ohio

Trust Plans for Children – Cincinnati, Ohio

Everyone should have a will and probably a trust if they want to avoid probate. But if you have minor children, it is your job to ensure they are cared for if something happens to you. Establishing a trust plan for your children is one way to do that. Here are some...

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