Estate Planning

The estate planning process is complicated. That’s one reason why many individuals end up putting off the process until it’s too late. This procrastination is dangerous, as it can leave your estate subject to the state’s intestate succession laws, which could...

Ohio residents are wise to think about their estate planning needs early. This can help them with organizing how they want their property distributed, deciding on various issues like a business and being fully prepared for the future. However, not everyone thinks that...

Digital assets are any online account or file that you own or have access to, such as email, social media, cloud storage, cryptocurrency, etc. These assets may have financial, sentimental or personal value to you and your heirs. However, unlike physical assets,...

It is a good idea to have a power of attorney as part of your Ohio estate plan. A power of attorney allows someone to make major decisions for you, such as medical or financial decisions, if you become incapacitated. The person you choose to be your power of attorney...

Certain things will trigger an image or an opinion. Often, when you hear the word probate, you immediately think of avoidance. While probate does not have a positive reputation, it is a reality that many individuals and families will have to face. As such, it is...

For many individuals in Ohio, their financial wellbeing is paramount and the basis for many daily and year decisions. As such, protecting their finances, property and other assets is often the purpose and goal for creating an estate plan. Whether you are young or old,...

Whether it is small scale or large scale, many individuals in Ohio and elsewhere plan and prepare for the future each year. Maybe, you seek to protect your assets. Possibly, you just inherited valuable property. Perhaps, you were recently diagnosed with a serious...

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...