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.
Learn Lingo of Estate Planning To Help Ensure Best Outcome
I like to think that whenever a client uses my services to help them with their will, trust or probate I do my utmost to ensure they understand all the legal terms related to their particular situation. I am the first to admit, it can be confusing because the...
What Assets Should Be Included in Your Trust?
Another great article about what a revocable trust can do for you. And why you'd want one to begin with. I found this online at Kiplinger, 1/16/22, written by Kris Maksimovich. Kris has the following to say … A revocable living trust is a great tool to help your...
What happens to your digital assets and cryptocurrency when you die? Even with a will, they may be overlooked.
Many individuals think about houses, antiques, and other tangible assets when they think about assets they will be leaving to their heirs. This is a good reminder that not all assets can be "felt and touched". Read on for more information. This article was published...
Failing to Make a Will Is a Final Act of Unkindness
A slightly different spin on why individuals don't have wills. As this article, featured in the Aberdeen News January 18, 2022, by Rick Kahler, points out, about two-thirds of Americans don't have wills. As a Cincinnati estate planning attorney, I continue to be...
Baby on the Way? Here’s How to Prepare Financially
As a Cincinnati estate planning attorney, I work with clients in all stages of life, including those who are starting a family or adding to their family. I thought this article was a good, quick summary of some things to consider if you are in that “stage”. Especially...
We All Want To Work With People We Can Trust (This Is An Attorney Advertisement)
If you have read most of my posts you'll have noticed they are usually related to articles I've shared that I think will be of interest and use to my clients, colleagues, and friends. Today's post is different … today I want to share some information about myself...
3 Reasons Why You Can’t Afford to Go Without an Estate Plan
At the risk of being too repetitive, I always feel the beginning of the new year is the perfect time to focus on those important tasks that just kept slipping down on the previous year’s to-do list. I know, life gets in the way. You’ve been busy, Etc. Etc. I found...
Five Financial Resolutions For The New Year – 2022 Edition
As an estate planning attorney, I would never try to advise ANYONE on which stocks to invest in but, while this article has some of that, I am sharing this because Resolution #5 is important. So read on for good information including a refresher on IRAs, an...
5 Different Types Of Financial Planners, And Which One Might Be Right For You
As we enter the New Year many of you may have goals that involve better organizing your financial affairs. As part of that, as an estate planning attorney, it is my hope that you are planning to review your will and trust documents to determine if updates are needed...
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