Estate Planning

Estate planning is important for many reasons. Amongst them is that it can protect your estate’s assets, set your loved ones up for the success that you envision for them and ensure that asset distribution goes according to your plan. Yet far too many people put off...

Creating an estate plan is a strategy for being prepared for the future. However, as time passes and circumstances change, you might need to make updates to your will. In some cases, the updates are minor and do not warrant writing a whole new will. This is when a...

Many people struggle with the estate planning process. Sometimes it’s because it requires contemplating your own death, but in other instances estate planning is delayed simply because the idea of distributing your assets can seem cold and, to some, meaningless. While...

One you pass away, your estate’s executor will be tasked with carrying out several duties. These include paying the estate’s bills and taxes, maintaining contact with creditors and beneficiaries, distributing assets and much more. It’s a big job that can prove...

When you estate plan, you are hoping to avoid many of the pitfalls of not estate planning, and one of those pitfalls is the probate process. The probate process is seen as a pitfall because it can devolve into a contentious litigation process, but if there is a will...

Artificial intelligence (AI) is working its way into our daily lives. While you can turn to something like ChatGPT to help you create vacation itineraries or write a thank you letter, a lot of people wonder if these AI systems can even help them with their legal...

You may be concerned about the tax implications of your estate plan. The different types of taxes and the rules involved with each can seem confusing. Estate tax is a tax paid by your estate before assets are distributed to heirs. An inheritance tax is a tax paid by...

To create a legally binding estate plan, you have to create your documentation with an appropriate amount of mental clarity, oftentimes referred to as testamentary capacity. In short, possessing testamentary capacity means that you have the mental wherewithal to...

There are many online options for doing estate planning on one’s own. Some websites may even provide legal forms that the website claims are legally valid in Ohio for doing estate planning, including form wills, trusts and other estate planning documents. While there...

Giving to charity can help define your legacy. And doing so through your estate plan can be an effective way to support a cause you believe in. While using your will to specify assets to be given to charity upon your passing is a viable option, it certainly isn’t the...