Blog

The following article summarizes what I sometimes find myself cautioning my clients about, leaving unwanted assets to heirs. This article appeared in Kiplinger online on 8/17/23 and was written by David Rodeck & Elaine Silvestrini.  "Leaving these assets to...

As an estate planning attorney here in Cincinnati, I always recommend clients have the right estate plan for them, their unique situation, and goals. And for most clients, particularly those with significant assets and heirs, that would likely be a comprehensive plan...

I could have written the following article from NewsANYWAY, 8/16/23, by Lindsey Bensen. I am 100% in agreement with every point—all good information for anyone considering an estate plan. And I hope you are thinking about it and will contact me when you're...

I often advise my clients to have a trust. It's a valuable legal document for many reasons. Today I want to provide some information regarding the various types of trust available. This is not an exhaustive list; I'm only hitting the highlights to give you a sense of...

The following article about making changes to a trust AFTER death is about a situation in Michigan, so the outcome might not be the same here in Ohio, but I found it interesting anyway. You might too. If nothing else, it illustrates the complexities of the law...

What do you think is the top myth about estate planning? 1. Estate planning is only for the rich and famous 2. There is one cookie-cutter solution that will work for everyone. 3. Estate plans can be easily completed without an experienced estate planning attorney’s...

As you know, sometimes I like to share content I've found online. As a rule, I tend to restrict my research to US sources only, but this time I'm making an exception. As an estate planning attorney, I found this article published by the Daily Mail (in the UK)...

I addressed this topic over a year ago and decided it was time to revisit it. Too many believe single people don't need to bother with wills or an estate plan. I hear this a lot and want to give you three reasons why that thinking is incorrect. Here we go. REASON #1 –...

While the following article about the aftermath of Robin William's death is dated, the content is as relevant today as ever. This article, written by Paul Sullivan, appeared in the New York Times on April 3, 2015.  Robin William's widow, Susan Schneider, agreed...