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.

Estate Planning Tips to Keep Your Money in the Family

Many individuals would prefer their money be kept in the family. If you are one of those individuals, read on for some good ways to achieve that. This article was written by Maryalene LaPonsie and appeared in USNews online on 10/17/23. (Note: A few things are a bit...
Estate Planning: Two Widows Experience

Estate Planning: Two Widows Experience

Too often, I find myself addressing the "what ifs" of things such as what if you don't make a will, what if you don't have a trust, etc. This post is about two incidents from "the field," as reporters say. It involves two widows, one widowed quite recently and the...

read more
Overview of Estate Planning for Blended Families

Overview of Estate Planning for Blended Families

Blended families are so common today that I think most people don't consider them different from traditional families. For the most part, they aren't, but blended families need and deserve a little extra time and attention when it comes to estate planning.  Read...

read more
Estate Planning Trends

Estate Planning Trends

No one would say that the laws impacting estate planning change frequently.  And that's good. We need them to be relied on for years, consistent from generation to generation. For example, can you imagine what would happen if laws regarding how individuals...

read more
Estate Planning: My Mother Wants to Leave Me Everything

Estate Planning: My Mother Wants to Leave Me Everything

I thought the following piece from a column by Quentin Fottrell for MarketWatch 7/1/24 was a great example of what can happen in families regarding wills, estate planning, and the like. Many individuals put off writing their will because they don't want to make...

read more
What is Probate, and Who Has to Deal With It?

What is Probate, and Who Has to Deal With It?

I have found that many people aren't sure exactly what probate is, but they have heard that it is something to be avoided.  The following article from Kiplinger, 6/10/24, by Patrick Simasko, J.D., helps to clarify things. "The probate process can be a long and...

read more
Do You Care What Happens To Your Body After You Die?

Do You Care What Happens To Your Body After You Die?

Let's face it: no one likes to think about their death. That is probably the primary reason so many Americans don't have a will; about 50% of us if the statistics are to be believed. Reasons abound from those who claim once they're dead, they won't care what happens...

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.