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.

Second Marriage Financial Checklist: 7 Planning Items to Consider

This article written by Jonathan I. Shenkman, for Forbes in 2021 is really on the money when it comes to crossing your "t's" and dotting your "i's" if you have recently remarried (or plan to do so.) Look at the following 7 points and see if there are any here that...
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...

read more
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. ...

read more
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...

read more
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,...

read more
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...

read more
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...

read more
Estate Planning – Communication is Key

Estate Planning – Communication is Key

This article serves as a good reminder that communication is key in so many things but especially when it comes to estate planning.  Published online at Forbes on 4/18/22 and written by Halsey Schreier, “Communication Can Be The Key To Creating Harmony In...

read more
Looking for info on fees and services?

Book a 15 Minute Intro Call with Me Today.

Book a Call

Get Started

Book a 15 Minute Intro Call

(513)-699-9137

Schedule an In-Person Consultation

Contact us to discuss your needs and goals.