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If you have decided 2023 is the year you will draft your will (or update it), let me be the first to congratulate you. It's the right thing to do for your loved ones. Dying without a will (called dying intestate) can leave your heirs in a difficult and potentially...

As the last post of 2022, I’ve decided to provide some basics about estate planning and trusts here in Cincinnati for you to consider in the new year. But before I go further, I want to clarify a general misconception about estate plans. Some believe estate plans,...

It's coming. 2023 is just a few weeks away, and that means it's time for resolutions. Exercise every day. Lose 20 pounds. Be nicer to your in-laws. Maybe things will be different this time, and you'll stick to it. Or, how about making one resolution that you will keep...

What should you know about probate and trust administration here in Cincinnati, OH? Glad you asked! I will keep the answer to the question both helpful and as brief as possible.    Probate and trust administration generally refers to the services provided by attorneys...

I'd like you to consider making updates to your estate plan or creating one, if needed, a priority for 2023. If you haven't updated your family estate plan in a while and had major life changes such as marriage, divorce, or new family additions, an update is...

There are some basic estate planning documents that should be included in just about everyone’s estate plan. The following five, along with their purpose, are the most commonly found. 1.    Healthcare Power of Attorney – This estate planning document allows an...

What is the difference between a living will and a living trust? Are they the same? Are they even close to being the same? And most importantly, why should you care one way or another? First, I'll provide a basic definition of the living will and the living trust....

I want to share some estate planning tips if you have recently gone through a divorce or dissolution. I know that thinking about more legal "stuff" is probably the last thing you want to do after your divorce is final, but honestly, it should be the first. Here are...

Before I address the question about whether you need an estate and trust administration attorney or not, let me define what that individual does by breaking it into three phases. In the beginning, an estate and trust administration attorney delivers real value to you...