Giving to charity can help define your legacy. And doing so through your estate plan can be an effective way to support a cause you believe in. While using your will to specify assets to be given to charity upon your passing is a viable option, it certainly isn’t the...
Estate Planning
Estate planning: Where do I start?
Deciding to create an estate plan is a wise and responsible decision. Most of us know this, but getting started can be difficult if this is unfamiliar territory. First, it is important to realize that estate planning is a process that takes time. Creating a...
How can I leverage my estate plan to help me while I’m alive?
Estate planning is often framed as a farewell exercise. However, Ohio residents can gain real-time benefits by using the right legal instruments early. By pairing targeted trusts with clear medical directives and guardianship nominations, you shape your present...
Is a pour-over will be a good estate planning option for you?
You might think that you have to address all of your assets when creating an estate plan. While there can be a lot of advantages to specifying how each individual asset will be distributed upon your death, this methodology can lead to errors when you forget to mention...
Should you use a pour-over will in your estate plan
When creating an estate plan, you have to ensure that you have everything covered. For some, this means inventorying their assets and specifically addressing each one of them in their estate planning documentation. While there’s nothing wrong with handling your estate...
Contesting a will in Ohio
A will contest in Ohio is a complex legal proceeding that almost always requires that one or both parties be represented by an experienced attorney. Nevertheless, understanding the mechanics of such proceedings can help anyone who may have an interest in the estate at...
Can I appoint two executors for my will?
Part of drafting a will includes appointing an executor. This is the individual responsible for managing your estate after you pass away. Serving as an executor comes with many significant duties. An executor is responsible for distributing assets to your designated...
Do I need an estate plan if I don’t have children?
One purpose of an estate plan is to ensure our assets are distributed to our loved ones according to our wishes after we pass away. Many times, this includes children, since they are typically expected to outlive their parents. If you do not have children, you may...
Estate planning and understanding step-up in basis
During tax season, we are often confronted with the reality of our finances, property and assets. While it is always good to gain a full financial picture of your personal and family assets, it is also important to take steps to ensure they are protected. This is why...
Estate planning after divorce
Starting again after divorce involves quite a bit of planning and logistics. You must rebuild your life from scratch as you learn how to live independently again. With everything going on, it can be easy to forget to update your estate plan. However, your estate plan...