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.
Most Small Business Owners Don’t Want Their Kids to Inherit and Run Their Business
Contrary to what may be popular belief, research shows most small business owners don’t want to pass the business on to their children. I found this article interesting; I hope you do too. I found it online at CPA Practice Advisor on 6/20/23. Isaac M. O’Bannon wrote...
Estate Planning for Pets in Cincinnati
I ran across an article that cited statistics from the most recent U.S. Census regarding pets that I found interesting and, frankly, surprising. The stand-out statistic was that more families in the U.S. now have pets in their homes than children. Researchers assume...
Comparing Estate Planning: “Leave it to Beaver” vs. “Modern Family”
This article from Kiplinger online on 6/12/23 by John M. Goralka is a great way to describe the different needs that a traditional family might have versus a blended family regarding estate planning. While he references California laws in a few places, the information...
Do I Need a Probate Lawyer if there is No Will in Ohio?
This is a good question and one that is confusing to many people. Does one have to have a probate lawyer here in Ohio if there wasn't a will? The short answer to that is no. Ohio does not REQUIRE anyone to retain the services of a probate lawyer. It's entirely up to...
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...
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