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,...
Best estate planning attorney in Cincinnati OH

Best estate planning attorney in Cincinnati OH

This post is about what makes the "best estate planning attorney in Cincinnati, OH." That's an interesting question, and my guess is, ask 100 people, and you'll get a mixed bag of what they consider to be "best" when it comes to estate planning attorneys here in...

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Celebrities Who Died Without a Will

Celebrities Who Died Without a Will

I pulled the following segments from an article I found online, "5 Celebrities Who Died Without a Will", written by Elissa Suh for PolicyGenius and published on 12/8/21. While most of us don't have an estate worth millions, what happened following the deaths of Prince...

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Four Strategies for Leaving Assets to Your Heirs

Four Strategies for Leaving Assets to Your Heirs

The following article, "Four Strategies for Leaving Assets to Your Heirs," written by Indrika Arnold and published by Kiplinger on 2/8/23, resonated with me because it is an excellent example that each client's estate plan should be customized to that individual's...

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Trust Plans for Children – Cincinnati, Ohio

Trust Plans for Children – Cincinnati, Ohio

Everyone should have a will and probably a trust if they want to avoid probate. But if you have minor children, it is your job to ensure they are cared for if something happens to you. Establishing a trust plan for your children is one way to do that. Here are some...

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Estate planning attorney in Oakley, Ohio

Estate planning attorney in Oakley, Ohio

What is the difference between a good estate planning attorney and a great estate planning attorney? From my office here in Oakley, and in my opinion, only, I'd list three factors that can account for the difference between the two. First, this discussion presumes...

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Lisa Marie Presley Trust Being Disputed

Lisa Marie Presley Trust Being Disputed

While estate planning, including wills and trusts, are not just for the rich and famous, their affairs often make headlines when they die intestate (as Prince did) or have questionable documents, as Lisa Marie Presley's apparently were. The following...

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Good Advice: Naming Your Children’s Guardian

Good Advice: Naming Your Children’s Guardian

Estate planning is, in my opinion, all about doing what’s right for your loved ones. And planning for your children’s future is an important part of that. Who will care for them if something happens to you and they are under 18? The following article provides some...

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Probate Attorney Near Me Cincinnati

Probate Attorney Near Me Cincinnati

Finding a probate attorney nearby in Cincinnati, Ohio, isn't all that difficult. There are many attorneys in the Cincinnati metro area who can help. But choosing the RIGHT one for you could be a challenge. Let's begin by defining when and why you need a probate...

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Do Your Heirs Know?

Do Your Heirs Know?

When you read the title of this post, you might think I'm asking about your net worth. Or maybe who gets the vintage car and who gets the boat. Or maybe even who you left out of the will entirely. No. This article is about a fundamental, but sadly often forgotten,...

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