Estate Planning

Having an estate plan is a necessity for Ohio residents regardless of their age, income, family situation and plans for the future. A basic will is a protective device for them and their family to make sure their property goes where they want it to go after they are...

Talking to your parents about setting up an estate plan can be difficult. It is easy to assume that since our parents are older, they have already thought about and set up an estate plan. However, many elderly individuals do not have a will or estate plan set up for...

While many Ohioans are interested in including a trust as part of their estate plan, they are not the only way to avoid the probate process. What follow are several other estate planning techniques residents of the greater Cincinnati area may want to use to keep all...

It’s taken years, maybe even decades, to build your wealth. You don’t want to see it all squandered away shortly after your passing. Yet, that might be a real possibility under the circumstances and given your family’s dynamics. If that leaves you worried, then it’s...

When Southern Ohio residents hear about estates getting hung up in probate or trust battles, their first thought may be of squabbles between family members who feel like their loved one’s estate plan is not fair. Intra-family strife is a common cause of probate...

Ohio probate law allows you to choose an executor when setting up your estate plan. An executor is someone who manages your estate after you pass away. An executor has many responsibilities, including identifying assets and distributing them to heirs, paying debts and...

Dementia, which includes Alzheimer’s and other diseases, is a serious medical condition that involves the slow decline of a person’s brain functioning. Dementia is not the same as normal aging, which can also involve some age-appropriate memory loss and cognitive...

Much of the focus when creating your estate plan is on asset distribution. This makes sense given that you want to have control over which of your loved ones will inherit your estate. But sound estate planning requires thoroughness and foresight. If you just throw a...

In the hustle of youth, many things seen as “adulting” take a back seat. One such item is estate planning as it often takes a back seat to other more seemingly pressing items. Yet, it is a misconception to believe that estate planning is solely for the elderly or the...

A lot of families in Ohio don’t do a great job of talking about their estate plans prior to death. As a result, some individuals are shocked when they learn that they’ve been cut out of a loved one’s estate plan or that they’ve been left less than they expected. If...