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Life insurance payouts and financial instruments (including bank accounts, individual retirement accounts, retirement plans and institutional accounts that are “payable at death”) avoid probate as long as a beneficiary is named in the pol… Read More

“Joint tenancy” and “survivorship” are terms that refer to a particular way that real estate and other assets can be titled. Joint tenancy means that the real estate is titled to two or more people jointly. Each of the owners… Read More

As a Dayton estate planning lawyer specializing in estate law and elder law, it gives me great pleasure to announce that Martindale-Hubble recently awarded me their top rating: AV Preeminent. What’s particularly special about this rating is that it… Read More

Challenging a will usually occurs when a family member of a deceased person believes the will does not reflect the true wishes of its creator or is otherwise invalid. Sometimes the challenger contests the will with a motive for selfish gain, but more… Read More

Asset protection strategies and estate planning are essential for same-sex couples who want to leave an inheritance for each other or give their partner decision-making power over their healthcare. Ohio laws do not give rights to domestic partners wh… Read More

Family farms and estate planning in Ohio was a pretty hot topic at a recent Ohio Farm Bureau meeting that I spoke at. About 125 farmers from across the state showed up to hear me and the other speakers. One thing that struck me was that most of the f… Read More

Done together as a family, estate planning helps everyone feel secure about the future. Starting by discussing living wills, going to an estate planning seminar, or meeting together with a Dayton estate planning attorney can get the ball rolling. Bri… Read More

Probate of an estate often raises many questions. In this post, I’m going to answer the four most commonly asked questions about the probate process. First, though, a brief explanation of the process . . . Probate begins when a Ohio probate lawyer,… Read More