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 Common Questions: Part Two – What is a Living Will and Do I Need One?

This continues my series related to estate planning and common questions; this post is about a living will, what it is, and if you need one.   First, a living will is a legal document that outlines your wishes regarding medical treatment and end-of-life care in...
2024 Top Trends in Funerals

2024 Top Trends in Funerals

Comprehensive estate plans include several legal instruments to protect you, your loved ones, and your hard-earned assets. Your healthcare directives and financial power of attorney, for example, benefit you during your lifetime and your loved ones later. A vital...

read more
Estate Planning For AND With Your Children

Estate Planning For AND With Your Children

While most clients don't think of estate planning as an activity one does FOR and WITH their children, I can make an excellent case for why they should.  When your children are young, of course, you want to do everything you can to protect them, including if something...

read more
Estate Planning for Singles

Estate Planning for Singles

When it comes to estate planning, many might believe it is really all about couples and families. With about 46% of American adults single (including widowed and divorced), that would leave a lot of people out. In fact, in some cases, an estate for a single individual...

read more
One More Thing Before You Go

One More Thing Before You Go

To those of you who have already arranged your affairs with a will, a trust, and other legal documents, my congratulations. I know you are enjoying peace of mind knowing you've done what you can to protect your hard-earned assets and loved ones.    That said, I'd like...

read more
Peace of Mind – What’s It Worth to You?

Peace of Mind – What’s It Worth to You?

Sometimes, peace of mind is truly priceless, such as how you feel when your teenager returns home safely with the family car before curfew on a Saturday night.     Other times, peace of mind comes with a price tag.   If you have purchased a home and had...

read more
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
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.