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.

Would You Give Your 18-year-old $500,000? Your Will Might

When a child turns 18 in the United States, they become a legal adult and gain many rights, freedoms, and responsibilities. They can vote, join the military, sign legal contracts, get married, open checking accounts, change their name, serve jury duty, buy a house,...
Living Will or Advance Directive in Cincinnati?

Living Will or Advance Directive in Cincinnati?

People may know what a living will is, but here is the definition from the American Bar Association. "A living will is your written expression of how you want to be treated in certain medical circumstances. Depending on state law, this document may permit you to...

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Celebrity Wills & Odd Requests

Celebrity Wills & Odd Requests

I ran across this article, "Celebrity Wills & Odd Requests," first published on 7/18/2018 online at The Society of Will Writers. I thought it was a great way to demonstrate that every estate plan and will is unique. And that is as it should be. Enjoy.    "Let's...

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Estate Planning Ideas for Gen Z Beneficiaries

Estate Planning Ideas for Gen Z Beneficiaries

If your beneficiaries include any who are Gen Z, you'll want to read the following article. It has some good information for your consideration. "If you intend for your assets to benefit multiple generations, including family members in Gen Z, you may wish to...

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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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