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.
What is probate and how long do you have to file after death
Just the other day, a friend mentioned that she had overheard someone say, "If you have a will, your loved ones don't have to go through probate." I am confident the individual offering that advice was NOT an attorney because that statement is not valid. But it does...
Contesting a Will: Who Can Do It, How It Works
We have all seen movies where a disgruntled family member, upon discovering they have been left out of the wealthy relative's will, declares they will contest the will. It isn't as easy in real life to do that successfully. So, if you are considering contesting a will...
What is a typical will for blended families in Cincinnati OH
I haven't posted information about blended families in quite a while. The most recent data show that around 40% of married couples with children in a household have one or both spouses who brought children from a prior relationship. I wouldn't be surprised to learn...
How Trusts Can Support Loved Ones with Mental Illness
The following article from NerdWallet, published on May 5, 2023, and authored by Elizabeth Ayoola, provides interesting information about a topic that is not often discussed but should be. If you have a loved one who has a mental illness for whom you want to provide...
When Parents Die at the Same Time
Recently, a friend mentioned a book she was reading in which parents of adult children die in a tragic auto accident. Each parent had a will naming the other as the beneficiary, as expected, but, as it turns out, each left very different instructions should the other...
The List of Worst Assets to Leave Your Kids Has Grown from Six to Seven. Can You Guess What Has Been Added?
The following article was originally published on Kiplinger in August 2023. The authors, Elaine Silvestrini and David Rodeck updated it in early October 2025. Their updates, including a survey about inheritance expectations by age, are interesting, and they have added...
Can my attorney be the executor of my will in Cincinnati?
I am, on occasion, asked the question ... "Can you be the executor of my will?". It's a good question to ask. Technically, the answer is yes. However, it begs another question: why would you want your attorney to be the executor? Is it your only option?...
Questions to Ask Your Estate Planning Attorney
I have written a few posts about how to select an estate planning attorney, but I thought it would be helpful to share the opinions of someone else on this topic. Originally published online on Investopedia in 2024, it was most recently updated on October 31, 2024,...
Which is Worse? Not Having a Will or Having an Outdated One?
If you do not have a will or you have one but it needs updating, which situation is "worse" do you think? Read on for the answer. If you do not have a will, what happens when you die? The state in which you reside can step in (because you died...
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