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.
Michael Jackson’s Kids and Mom Barred from Trust Fund Payments Until Estate and IRS Settle Dispute
The following article came to my attention, and I think you’ll find it interesting. Written by Russell Steinberg, it appeared on Celebrity News on 5/31/24. While Michael Jackson made a great effort to leave his affairs in good order with clear direction...
5 Myths about Estate Planning
#1- I AM SINGLE AND DON'T OWN MUCH SO I DON'T NEED AN ESTATE PLAN Many single folks believe because they don't have a house, kids, etc., they don't need to bother with a will or estate plan. Well, they should. They probably have parents or siblings. Maybe they...
The Perfect Wedding Gift!
It's June, the traditional month for weddings, which, of course, means the traditional month for the search for the perfect wedding gift. Gift registries have helped enormously, but if you're like me, it doesn't feel very personal to go online and order a few place...
10 Things You Should Know About Estate Planning for Singles
I know many singles think that because they may not have a house or a family yet, estate planning can be postponed until they do. Not so. Not only should singles have an estate plan, but it is a little different from others. This is a good overview article from...
13 Smart Estate Planning Moves Part 2
This post continues what was started last week and includes the remaining smart estate planning moves. Again, this is from Kiplinger online, written by Janet Kidd Stewart and published on 5/9/24. While most of Ms. Stewart's information is worthwhile, I am in total...
Estate Planning: What Rights Do Partners in a Domestic Relationships Have?
Many of us know couples who have lived together for so long that it is assumed they are married. But if they aren't legally wed, what happens when one of them is in a coma in the hospital? Or, tragically, one of them dies? What do Ohio laws have to say about the...
13 Smart Estate Planning Moves Part 1
This article from Kiplinger by Janet Kidd Stewart, published May 9, 2024, is chock full of good tips. It's a lot to digest, so I'll split it into two parts. Here are seven of the thirteen Ms. Stewart recommends. Next week, I'll post the remaining seven tips....
Common Reasons to Contest a Will and Two Perspectives.
We can look at contesting a will from two perspectives: contesting someone else's will and having your own will contested. What are some common reasons to contest a will? 1 A very common reason is "lack of testamentary...
Six of the Best Assets to Inherit
I recently published an article about the six worst assets to inherit, so I thought it would be interesting to share an article about the six best assets to inherit. The following was written by the same author as the other piece, David Rodeck (with contributions from...
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