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Now that you've retired and are on a fixed income, it is time to create or update your estate plan. This is a new life stage and it has its own particular opportunities and challenges. Ask yourself the following questions to get a good sense of what you should be...

Some people act as though they don't care what happens to their wealth once they pass on. They'll be dead; they won't know. Others, however, have strong feelings about how their hard-earned assets are distributed. And some might find the idea of their spouse's next...

As an estate planning attorney, one of my jobs is to ensure that each client's will is legally valid here in Ohio. A short explanation of what makes a will legal might be in order. To make a will legally valid here in Ohio, it must meet the following...

This article, published at Newswire.net on 7/9/23 and written by David Jackson, is a concise guide to estate planning. It covers the basics well. Once you've reviewed it, call me so we can develop the estate plan that meets your unique needs and goals. I'm happy to...

Like myself, estate planning attorneys here in Cincinnati often recommend ways to avoid probate to clients. I thought a basic definition of probate and why one would want to avoid it might be in order.    First, probate is the legal process through which a...

The following is an interesting article written by Robert J. Green and published on 7/5/23 online at COUER d'ALENE /POST CALLS PRESS. My initial reaction to his estate planning question was, of course not, but read on for how he makes a case that maybe you CAN...

While no one would ever accuse estate planning of being a "trendy" service, those who practice it have seen some changes over recent years that might be called a trend. Having practiced estate planning for many years, I believe all of these "trends" benefit clients....

This article from Forbes, written by Bob Carlson was published on 6/25/23 online.  It's a basic primer on wills and trusts which can be helpful if you find yourself unsure what you need. "There are two tools available for passing the bulk of your financial legacy. The...

Have you reached your peak earning years? For most, that period is usually between ages 40 and 55. It is also the time for many that they've never been busier. A demanding career, family responsibilities, and more can feel overwhelming. Maybe you've got kids in...