Estate Planning

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...

Deciding to create an estate plan is a wise and responsible decision. Most of us know this, but getting started can be difficult if this is unfamiliar territory. First, it is important to realize that estate planning is a process that takes time. Creating a...

Estate planning is often framed as a farewell exercise. However, Ohio residents can gain real-time benefits by using the right legal instruments early. By pairing targeted trusts with clear medical directives and guardianship nominations, you shape your present...

You might think that you have to address all of your assets when creating an estate plan. While there can be a lot of advantages to specifying how each individual asset will be distributed upon your death, this methodology can lead to errors when you forget to mention...

When creating an estate plan, you have to ensure that you have everything covered. For some, this means inventorying their assets and specifically addressing each one of them in their estate planning documentation. While there’s nothing wrong with handling your estate...

A will contest in Ohio is a complex legal proceeding that almost always requires that one or both parties be represented by an experienced attorney. Nevertheless, understanding the mechanics of such proceedings can help anyone who may have an interest in the estate at...

Part of drafting a will includes appointing an executor. This is the individual responsible for managing your estate after you pass away. Serving as an executor comes with many significant duties. An executor is responsible for distributing assets to your designated...