Skip to navigation
IT’S NEVER TOO EARLY TO PROTECT YOUR ASSETS. LET ME HELP YOU

BLOG

David G. Bale

Wills and Trusts: What They Are and Why You Need Them Part 2

The Last Will and Testament is the primary planning document specifying the transfer of property from a deceased person's estate to his beneficiaries. It also can name a guardian for minor children or dependents, while providing other direction to courts for their care. (It may include a "Testamentary Trust" to provide for the minor's or dependent's financial estate.)
Read More
DAVID G. BALE

How Do I Plan for My Children's Needs?

Gene Wilder, the successful actor and comedian who recently passed away, once described how-when he was a child-he'd helped care for his mother. She had been extremely ill with a heart condition. His mother's physician, upon examining her, warned the young Wilder to be good... or he could kill his mother.
Read More
David G. Bale

Wills and Trusts: What They Are and Why You Need Them Part 3

The above concerns and documents are often affected by unique aspects of a client's situation. These may include tax issues where the property is significant; family law issues, such as a blended family or situations requiring separate financial controls, gifting intent as between spouses to their families, or disability of a family member, to name a few.
Read More
DAVID G. BALE

More About Estate Planning

Benjamin Franklin famously observed that the only thing certain in life is death and taxes. What he's less famous for, is that he was also the inventor of life insurance.
Read More
DAVID G. BALE

The Role of a Litigation Attorney in Westerville, Ohio

The term “litigation” refers the process of taking legal action in a court of law. The word means all legal actions required or taken before, during and after trial affecting an individual’s legal rights due to a trial, including pleadings, discovery, investigation of litigation facts, and pre-trial, trial, settlement and appellate representation of the client.
Read More