Blog

When most folks think about estate planning they think about who to add to their beneficiary list, not who to remove. But, we all know, sometimes circumstances change, relationships change and once in a while you just need to take action you never dreamed of before....

If you are of a “certain age” (let’s call it middle age) you may be caregiving for your parents and if so, you are in good company. The percentage of the population providing such care is growing, and frankly, I’m not surprised. You probably aren’t either. As people...

Kicking off the estate planning process is good any time of year but as we wind up 2021 and enter 2022, why not set it as one of your 1st quarter goals. This article, featured in Inside NOVA, December 14, 2021, and written by Merritt Green will help you get yourself...

I have had clients tell me that they think of estate planning only as it takes effect when they die. This article does a nice job of explaining how having your estate plan can have a significant impact while you are still alive. No one enjoys thinking about their own...

The following is an excerpt from an article I thought you would find interesting by Sam Moak in the Huntsville Item on 11/27/21. I, like Mr. Moak, who is also an estate planning attorney, engage in what he calls "preventive law". That, as he says below "seeks to...

This is an interesting read about what can happen to your retirement funds if left to an heir who is struggling with creditors.  Something to think about and, if it applies to you, consider discussing the situation with a Cincinnati estate planning attorney like...

As people live longer, some way longer than traditional life expectancy statistics indicate, this situation may become more common. In other words, it is not out of the realm of possibility that you or someone you know could outlive everyone. Read on for the question...

This article, written by Liz Weston for NerdWallet, is a good overview or reminder of just what a will can and cannot do for you and your loved ones. Good information for someone who might believe a will is ALL they need.    Liz writes “A will allows you to distribute...

While this article was intended for the financial advisor audience, it contains some interesting data I found interesting. I hope you agree.   Authored by Ken Cella, he writes "For financial advisors, this holiday season should mean more than time spent with family,...