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Cultural and Religious Considerations in Estate Planning
April 13th, 2025
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…
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What Do the Terms Per Stirpes and Per Capita Mean in Estate Planning?
March 12th, 2025
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…
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What to Know About Estate Planning for Second Marriages
February 13th, 2025
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.…
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What Happens If I Don’t Have an Estate Plan in Ohio
October 24th, 2024
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…
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What is the Generation Skipping Tax (GST) in Estate Planning
September 20th, 2024
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…
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Surviving Spouse Rights in Ohio
May 14th, 2024
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…
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Navigating Estate Planning for Multigenerational Families
April 16th, 2024
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…
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Avoiding Estate Planning Scams
March 14th, 2024
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…
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Who Has the Right to Plan Funeral Services in Ohio?
February 20th, 2024
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…
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What Happens If I Inherit a House With a Mortgage?
November 15th, 2023
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…
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