Estate Planning

If you enjoy giving to charity, then you may want to consider doing so through your estate plan. By doing so, your estate can enjoy tax benefits while you ensure that your favorite philanthropic endeavor is supported. With that in mind, let’s look at a couple of ways...

Drafting a will is only part of estate planning. Accounting for all assets, ensuring their transfer as seamlessly as possible to beneficiaries and notifying others about your plans should be in your plan. Inventory assets and debts The first step in estate planning...

If you own a farm, then there’s a good chance that it’s been in your family for decades, perhaps even generations. And you probably want to keep it that way. If so, then you need to carefully engage in estate planning in a way that ensures that your wishes come to...

During the estate planning process, estate planners prepare for what will be done with their belongings, property and assets and how their loved ones will be cared for after they are gone. It only makes sense that, as part of the estate planning process, they should...

The U.S. Supreme granted the right to same sex marriage in the United States in 2015 and almost 58 percent of couples in the country’s 980,000 same-sex households are married. Married same-sex couples should have effective estate planning. But the need is even greater...

A surprising number of Ohio families have a family member who is disabled and cannot work.  These people are generally known as special needs individuals. For these families, planning for the future needs of the special needs person can be difficult and expensive....

When someone dies, they can no longer own property. Therefore, any property found in the decedents estate at time of death must go through probate. The probate process is a complicated and time-consuming judicial process that involves determining whether there is a...

You may have recently married and have had your first child, and now you are looking to protect your new family’s future through estate planning. Some people in Ohio may have the misconception that estate plans are only for the old or wealthy. This is not true. Even...

No one really wants to think about what happens when we pass away. Contemplating our own deaths can be scary. However, death comes to everyone sooner or later. That is why it is good to be prepared with a basic estate plan. The following are some basic documents you...

There are times in life when a do-it-yourself approach is a great option and times when it is not. When it comes to estate planning, filling out free templated forms found online will save you some money up front, but the end result may not be worth the modest amount...