» Estate Planning

Limited Power of Attorney & Other Tools to Avoid Conflict Between Co-Agents

September 28th, 2011
A Limited Power of Attorney, rather than General Power of Attorney, is one of the chief tools I use as an estate planning lawyer to reduce potential conflict between co-agents. Besides a Living Will and Healthcare Power of Attorney, it’s a good ide… Read More

Setting Legal Guardianship & ensuring Inheritance: Keys to Estate Planning for Young Families

September 5th, 2011
Setting legal guardianship for your children and making sure you leave enough of an inheritance to support your children are the key objectives to estate planning for young families. Life insurance and a revocable living trust are the primary compone… Read More

Farm & Family Business Succession Planning: The Important Role of Insurance

August 30th, 2011
In farm and family business succession planning, permanent life insurance policies play an extremely important role in that they equalize an inheritance between heirs who want to receive and run the farm or business and those who don’t. Combined wi… Read More

Ohio Nursing Home & Long Term Care: The First Priorities of Late-Life Planning

August 24th, 2011
In Ohio, nursing homes and long-term care needs should be the first priorities of estate planning for folks over 65. Wills, trusts, and other estate planning tools that divide your estate amongst your heirs will mean little if your estate is consumed… Read More

Family Farm Succession Planning: Gathering Your Team

June 1st, 2011
Family Farm Succession Planning: Gathering Your Team Family farm succession planning is critical to ensuring that your family’s farm is passed to your heirs quickly, equitably and with minimal arguments or disruption to farm operations. As a Dayton… Read More

Protecting The Family Farm Through Trusts

February 9th, 2011
Farm Property, Trusts & Limited Liability Companies: Preserving Ohio Family Farms for Future Generations Placing farm property in a trust-owned limited liability company (LLC) is often a key component of protecting a family farm against estate ta… Read More
Tags: Family Farm Trust

Estate Planning in Dayton & Ohio: Free your family from difficult decisions & arguments over inheritance

January 2nd, 2011
Estate planning in Dayton and Ohio gives you control over your health care decisions and distribution of your assets if you are mentally incapacitated or deceased. At the very minimum, you should have a will, a durable power of attorney, a durable he… Read More
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