Family Home in Probate: How to Avoid Complications

I have had a number of clients come to me with family homes that are still titled in the name of a deceased relative. They continue to pay the note on the house if there is one and pay the taxes when they become due. If this goes on too long, it can create some … Continue reading Family Home in Probate: How to Avoid Complications

Communicating with Professionals

When meeting a professional like a CPA, banker, investor, doctor, or attorney, one of the first questions to ask is: how should I communicate with you in the future? Depending on the situation, some professionals may prefer in-person meetings, phone calls, Zoom or Teams, or just an email. Text Message/Email For myself, I like communicating … Continue reading Communicating with Professionals

We Moved

Greetings everyone. It is hard to believe, but the last time I wrote an entry on WordPress, it was two and a half years ago. A lot has happened since then. Most notably, we moved offices. We left the heart of Uptown to the building formerly known as the Milligan Law Office at 483 Dempsey … Continue reading We Moved

The Games Insurance Plays

close up photo of monopoly board game

Photo by Ylanite Koppens on Pexels.com Mom fell and broke her arm in August. For her, this is yet another setback with its own complicated set of hurdles. The effects of tardive dyskinesia in full effect, she now has two disabled arms and can do little for herself. Things we take for granted when we … Continue reading The Games Insurance Plays

Codify Roe v. Wade? Congress can’t.

A common thing I'm hearing right now is that if the Democrats want to keep Roe v. Wade, they need to codify it. It isn't that easy. Congress can't just pass a law on anything. That's kind of the foundation of the whole States' Rights argument, but where does it come from? Article I, Section … Continue reading Codify Roe v. Wade? Congress can’t.

Why Equal Protection of 14th Am. Must Stand

Justice Alito in the draft opinion of Dobbs v. Jackson, overturns Roe v. Wade on the basis that a woman's right to choose is grounded in the Equal Protection Clause of the 14th Amendment and is not expressly written into the Constitution. If we overturn Roe, there are a number of other cases, also grounded … Continue reading Why Equal Protection of 14th Am. Must Stand

Inherited Professionals

A few years ago I inherited a share of my uncle's IRA. With it, I inherited his financial advisor. I was paying the advisor 1.5% of the portfolio value each year to manage the investments. This fee also enabled me to meet with him quarterly and get his advice on retirement. FIRST IMPRESSIONS. The first … Continue reading Inherited Professionals

Just stop. You sound like an idiot.

I have heard more about "riots," supporting law enforcement, and preserving "our history" than I care to. It is obnoxious. Riots! Folks, what has occurred in the days after George Floyd's death and public demonstrations are FAR from "riots." If you need to be reminded of what a riot looks like, there is a documentary … Continue reading Just stop. You sound like an idiot.

Can we stop? And take a breath?

This is some scary stuff - no question. The Director of the Ohio Department of Health has announced there are over 100,000 Ohioans who have likely been infected (NBC4). There is no stopping or avoiding the Coronavirus, but rushing out to the grocery store and treating your anxiety with toilet paper isn't going to help … Continue reading Can we stop? And take a breath?