Estate Planning

The person who administers your estate in probate and after your death in our state is your executor. You name this person in you Ohio will, and it is someone whom you trust to carry out your wishes after you pass. Sometimes, it is your estate planning attorney, a...

If you’re a beneficiary of a trust, you have expectations as far as how the assets within the trust should be managed and how assets should be disbursed. Your loved one who named you as a beneficiary probably had similar ideas. But the reality is that the trustee who...

 Some situations warrant a re-examination of your estate plan. How did your life change in 2022? If you married or had children, you will naturally want to ensure they are included in your will, trust and life insurance policy. Or, if you divorced you likely do not...

It is understandable when Ohio residents think of estate planning as overwhelming. For those who are just getting started on the task, it can certainly seem daunting to have so many different options to consider. However, your estate plan will be specific to your...

When an estate plan is created in Ohio, it is often outdated very quickly. People who have a will might have a certain family situation, work at a specific job, own a limited amount of property and experience radical changes in the aftermath of executing the document....

You may have heard that the probate process in Hamilton can be a real hassle. There are many steps that must be taken in the probate process. This means probate can take months or even years to complete. You may think that you must put your assets in a trust in order...

Probate in Ohio is the legal process followed after you die where your assets are collected, debts and taxes paid, heirs identified and finally, your assets are distributed per the terms or your will or state law if you did not leave a will. Probate can take months to...

When creating a will in Ohio, it is natural to think about current circumstances and believe they are going to stay the same for the duration. For example, a person might write a will without the expectation that they are going to have a child or more children. They...

Ohio estate plans often require choosing someone to have power of attorney to handle your financial and medical affairs. A power of attorney is a legal document which essentially requires you to choose someone to make important decisions for you, if you were to become...

While estate planning is largely about trying to figure out how to pass your wealth onto your loved ones and protecting your financial and healthcare decisions in the event that you become incapacitated, it’s also about protecting your family’s relationships and the...