Estate Planning

There are a lot of steps new Ohio parents take when welcoming a new bundle of joy into their home. One of the less thought-about steps is estate planning. It might seem like a grim topic for new parents to talk about, but it’s important to make sure there are plans in...

Estate planning is a pretty straight forward process for most Ohioans. With that being said, there are additional estate planning tools that can help prepare your beneficiaries for the challenges that come with your passing. One of these tools is an irrevocable life...

An estate plan is important if you are an Ohio adult even if you have few assets and no dependents, and an important part of that estate plan is choosing the right executor n your will. An executor is the person who will be in charge of administering your estate....

An executor of a testator's will typically plays a critical role in Ohio probate proceedings. The executor handles many essential tasks, including paying estate debts and distributing assets to beneficiaries. It would be a mistake to assume an executor has full...

Every year, changes may occur to estate laws in Ohio that will affect estate planning. You should review the new requirements annually to see if they affect your estate plan. There are several key changes in legislation that are expected to take place. Electronic...

Estate planning should be a big priority for Ohio residents. However, people often question the differences between wills and trusts. Knowing the answer can help when you’re planning your estate. What is a will? A will is a common legal document that’s part of the...

For Ohio residents who are estate planning and need the state's Medicaid program to assist with long-term care costs, establishing a qualifying trust may be necessary. These trusts are part of the Medicaid program that allows applicants to decrease their assets below...

After an owner dies, their assets such as an Ohio home, car, or bank account will need to be distributed to beneficiaries through a will or per state intestacy laws. Items that are held in a trust may remain there in accordance with its terms assuming that the...

It's understandable to assume that estate planning is only for the wealthy or for older adults. However, you don't have to be part of those demographics to benefit from having an estate plan. When you're getting ready to prepare one and you are an Ohio resident, don't...

The executor of a will maintains many responsibilities in Ohio. While every executor serves in some common ways, each situation presents various problems that the executor must resolve. A person who accepts the role of executor must make decisions regarding the will...