» Estate Planning

Asset Protection & Estate Planning for Same-Sex Couples

December 28th, 2011
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 Farm Estate Planning in Ohio: 10 Reasons Why You Need to Do It

November 30th, 2011
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

Family Estate Planning: How to Start A Conversation With Your Parents

November 8th, 2011
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

Medical Power of Attorney for Adult Children’s Medical Emergencies

October 19th, 2011
Medical power of attorney (also called healthcare power of attorney) allows you to designate another person(s) to make medical decisions on your behalf if you are unconscious or mentally incapacitated. My daughter recently turned 20 and is headed to… Read More

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
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