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.

6 Estate Planning Tips for Singles

I have written about this before, the differences between estate plans and wills for single individuals and those who are married. If you are single and don’t have a will, or it needs to be updated, take a minute and read the following, please. It was originally...
Probate Lawyer Cincinnati – Probate is Not a DIY Event

Probate Lawyer Cincinnati – Probate is Not a DIY Event

First, Ohio law does not require anyone to hire a probate lawyer to help navigate the probate process.  That said, in my opinion, it is not a process you should DIY.  Let’s start with “what is probate?”   Since I am a probate lawyer in Cincinnati, Ohio...

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Living Will Cincinnati – What is It? Do I Need One?

Living Will Cincinnati – What is It? Do I Need One?

It is human nature to avoid topics that make us uneasy and the words “living will” tend to make many individuals uncomfortable.   Read on for a quick overview of what a living will is, and if you need one, or not. A living will is a document that lets you decide...

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Estate Planning for Children, Cincinnati, Ohio

Estate Planning for Children, Cincinnati, Ohio

When it comes to estate planning for children I have one position:  if you have children, you should have an estate plan.  No if's, and's or, but's.   I cannot think of an exception to that recommendation; especially if they are still minors. ...

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Estate Planning  Cincinnati – Basic Plan Elements

Estate Planning Cincinnati – Basic Plan Elements

Let’s take the “mystery” out of what exactly an estate plan is by first describing it and then listing the most common elements one might find in one.    What is estate planning and what are the basic plan elements?  Estate planning is the process...

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Trust Attorney – Cincinnati – When Do You Need One?

Trust Attorney – Cincinnati – When Do You Need One?

Hiring a trust attorney in Cincinnati, Ohio is advised on at least three occasions. First, to help you create your estate plan, in which your trust, will, and other legal instruments are included.  Your loved ones will appreciate your forethought.   Second,...

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Do You Need Both, Wills and Trusts in Cincinnati?

Do You Need Both, Wills and Trusts in Cincinnati?

People often ask if both wills and trusts here in Ohio are necessary.  My immediate answer is usually, “It depends”.  But once I understand an individual’s situation and goals, the answer often shifts to “Yes – will and trusts are both a good idea to have”.  At its...

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When Do You Need a Probate Attorney in Cincinnati?

When Do You Need a Probate Attorney in Cincinnati?

I am sometimes asked if a probate attorney is really necessary or if an individual might handle everything without the benefit of legal help or advice.   In this “DIY’ age the question makes sense; people are watching videos on how to fix their furnaces or build a...

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