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...
Trusted Southern Ohio Attorneys
Estate Planning
Creating an estate plan unique to your needs and wishes
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,...
Estate plans and potential pitfalls of trusts
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...
Part 1: probate administration in Ohio
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...
Know these indications that the fiduciary duty has been breached
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...
Two good reasons to review your estate plan in 2023
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...
Estate planning can be a gift for loved ones
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...
What if a child was born or adopted after a will was executed?
When an estate plan is created in Ohio, it is often outdated very quickly.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....
Trusts are not the only way to bypass probate in Ohio
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...
Not all assets have to go through probate in Ohio
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...