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.
How much does an estate have to be worth to go to probate in Ohio?
Most estates have to go through probate in Ohio though there is an abbreviated process if the estate meets specific qualifications. But first, let's define probate and its purpose. Then we can review what assets usually do not need to go through probate. And last,...
Essential Strategies to Avoid the Pain of Probate
Most estate planning attorneys would agree you want to avoid going through probate if possible. There are legal ways to spare your loved ones from it. "Essential Strategies to Avoid the Pain of Probate" appeared online in the La Jolla Light on April 10, 2023. Parisa...
Who Should You Never Name as a Beneficiary in Cincinnati?
Naming a beneficiary can be easy or not. It strictly depends on your unique situation. So who should you NEVER name as a beneficiary? Before we go on, remember beneficiaries may be individuals or organizations such as charities. And you have beneficiary...
Clean Out Your Estate Planning Attic – Part Three
Here is the final part of the series on “Clean Out Your Estate Planning Attic,” from Forbes, published March 19, 2023, and written by Martin Shenkman. The content in this last part really digs in on what you should review and update. It looks like a lot, but you can...
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...
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