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.
4 Reasons to Plan Your Living Will without Delay
It is human nature to avoid topics that make us uneasy. However, certain decisions you avoid at your own peril. One of these decisions is whether or not you would like to decline life support when it is clear that death is imminent. Today's life support systems can...
Gift Tax: Basic From an Estate Planning Attorney
Overview A gift tax is a tax on the value of gifts made to others during the taxpayer's lifetime. The gift tax complements the estate tax, which taxes distributions made at death. The gift tax was created, in part, to impede the attempts of those who tried to evade...
Love Your Kids? Take These 3 Steps and Show It
When I was younger and my kids were little, the last thing I would have wanted, if something happened to me and my wife, would be a situation where my children are surrounded by people they don't know, who don't have their best interest at heart or who are fighting...
What Is In a Will?
Clients often tell me how much they procrastinate when it comes to doing their will. There are many reasons for it, but I often hear that many clients don't know what to expect. A look at the typical clauses that appear in a will can remove the mystery and relieve any...
Seek Legal Advice Before Putting Assets In Joint Tenancy
What Is Joint Tenancy? First, let's define just what joint tenancy is. Joint tenancy is a legal term for an arrangement that defines the ownership rights among two or more co-owners of a property. In a joint tenancy, two or more people own property together, each with...
Is a Will Written in One State Valid in Another?
If a will is valid in one state, it generally will be valid in another. However, there are exceptions. If you move to or from Ohio, you should confirm with an attorney whether your will is still valid. Below are a few of the key validity issues to consider. They...
4 Simple Steps to Start Your Estate Planning
You have likely heard all the arguments in favor of estate planning. You understand it's the right thing to do, you want to get it done, but perhaps you just aren't sure how to get started. Estate planning can feel like an overwhelming project. To get started I...
Are Your Health Care Directives Up To Date in YOUR Estate Plan?
Make this a priority now so you can focus 100% of your attention on their care, not critical choices in an emergency. This is great advice from Erin Lowry, author of Broke Millennial, Broke Millennial Takes On Investing and the forthcoming Broke Millennial Talks...
Why You Want to Avoid Probate
Most people want their assets to avoid probate following death, but few understand why. Most know that probate can be expensive and time consuming, but know few of the benefits of avoiding probate. My goal here is to help you make an informed decision on whether...
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
Schedule an In-Person Consultation
Contact us to discuss your needs and goals.