Blog

Estate planning is for everyone – really!  Not just for married folks. Not just for the wealthy.  Estate planning for divorced individuals in Cincinnati, Ohio is just as important as when they were married.  Sometimes, more so depending on whether there...

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. ...

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...

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,...

Finding the right Cincinnati, Ohio estate planning attorney for you is easier than you might think.  Here are some steps to take and things to consider as you begin your search. Step 1 – Turn to your “inner circle” of trusted friends, colleagues, and relatives and ask...

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...

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...

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...

Brooke W. Brestel, the author of "What can you do if you are disinherited? Here are 5 reasons to challenge a will." Which appeared online at MarketWatch on 4/12/22 covers a topic not often seen … being disinherited.  And she provides some key info about steps you...