Estate Planning

Estate planning is an important step for anyone who wants to ensure that their loved ones are cared for after they’re gone. Without clear directions from you, however, your family may face a variety of struggles. What should you know about what happens if you pass...

It can take a lot of thoughtfulness and perseverance to confront your own mortality and create an estate plan that you’re comfortable with. While it might feel like a burden has been lifted off your shoulders once that documentation is complete, it’s really only the...

You can make your estate plan go to work for you rather than simply being a vehicle to transfer assets upon your death. A great example of this is the incentive trust. Here, you create a trust, name a beneficiary, and place conditions on the release of the trust’s...

At first glance, the estate planning process might seem relatively simple. Some think that all you have to do is write on a piece of paper who you want to inherit your assets. But estate planning is much more involved than that, especially if you want your plan to...

If you have a loved one with special medical needs, then you might be worried about how they’re going to get by when you’re gone. Fortunately, you can use a special needs trust to support them without negatively impacting their ability to qualify for government...

There are several moving parts to an effective estate plan. While you might feel like your will and trust documents are sufficient to spell out how your assets should be distributed upon your death, you might want to go a step further in justifying your actions. This...

In Ohio, it is important to understand the steps that must be taken after a person dies and the probate process gets underway. This is true for the person who has created an estate plan and the executor or administrator. Missteps can delay property being passed along...

Estate planning might not be high on your list of priorities as a new parent, but it should be. You may associate estate planning with something needed when you grow older, but there are many reasons why an estate plan is important for new parents. Remember that young...

Most people create a will with the intention that their wishes will be carried out and their assets will be distributed to their beneficiaries without any big problems. The beneficiaries are the people that receive your property after your death. Sometimes, the...

Your estate plan can include a will and a trust, and you may also want to consider including a healthcare power of attorney. A healthcare power of attorney is a legal tool that gives another person the authority to make healthcare decisions for you if you are unable...