» Estate Planning

Cultural and Religious Considerations in Estate Planning

Estate planning is more than just a legal process—it’s a way to preserve your legacy, protect your loved ones, and ensure that your final wishes are carried out in a manner that respects your deeply held cultural and religious beliefs. Whethe… Read More

What Do the Terms Per Stirpes and Per Capita Mean in Estate Planning?

When creating an estate plan in Ohio, the legal language used in wills and trusts can sometimes feel confusing. Two common terms that often raise questions are per stirpes and per capita. Understanding these terms is essential to ensuring your assets… Read More

What to Know About Estate Planning for Second Marriages

Marriage is a beautiful chapter in life, whether it’s your first or a subsequent union. For couples entering into a second marriage, estate planning becomes an essential step to ensure your wishes are honored and your loved ones are taken care of.… Read More

What Happens If I Don’t Have an Estate Plan in Ohio

No one likes to think about end-of-life decisions, and that is understandable. It is important to know, however, that not having an estate plan can cause a lot of problems for your family after you pass away. Estate planning is about deciding what ha… Read More

What is the Generation Skipping Tax (GST) in Estate Planning

Estate planning is all about securing your legacy, ensuring that your wealth is passed down to future generations as smoothly and tax-efficiently as possible. One of the key factors that can affect how much of your estate your beneficiaries receive i… Read More

Surviving Spouse Rights in Ohio

Few life transitions are more difficult than the loss of a beloved spouse. While they are grieving a life partner, a widow or widower also has to deal with their loved one’s estate, including figuring out what their own rights are to the estate. Wh… Read More

Navigating Estate Planning for Multigenerational Families

If you have created an estate plan to protect your spouse and children in the event of your death, you are already ahead of most people—the majority of American adults don’t have an estate plan. But if you have accumulated some wealth, or built o… Read More

Avoiding Estate Planning Scams

If we’ve said it once, we’ve said it a thousand times: every adult needs an estate plan. But about two-thirds of Ohio adults don’t have a will or any other estate planning documents. Maybe they were busy and kept putting it off. Maybe they didn… Read More

Who Has the Right to Plan Funeral Services in Ohio?

If you have ever had to plan funeral services for a loved one, you know that there are a lot of decisions to be made. Cremation or burial? Traditional funeral service, or celebration of life? Who will be invited to attend? Where will the final restin… Read More

What Happens If I Inherit a House With a Mortgage?

For many people, their home is the biggest asset they own. It’s also one of the most likely to be encumbered by debt (a mortgage), and to have great sentimental value. Those factors often lead to difficult decisions for heirs when the homeowner die… Read More