Estate Planning

Dementia, which includes Alzheimer’s and other diseases, is a serious medical condition that involves the slow decline of a person’s brain functioning. Dementia is not the same as normal aging, which can also involve some age-appropriate memory loss and cognitive...

Much of the focus when creating your estate plan is on asset distribution. This makes sense given that you want to have control over which of your loved ones will inherit your estate. But sound estate planning requires thoroughness and foresight. If you just throw a...

In the hustle of youth, many things seen as “adulting” take a back seat. One such item is estate planning as it often takes a back seat to other more seemingly pressing items. Yet, it is a misconception to believe that estate planning is solely for the elderly or the...

A lot of families in Ohio don’t do a great job of talking about their estate plans prior to death. As a result, some individuals are shocked when they learn that they’ve been cut out of a loved one’s estate plan or that they’ve been left less than they expected. If...

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...