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What's the Best Way to Make a Gift to a Minor?
April 14th, 2020
If you’ve been thinking about making a gift to a minor child or grandchild, you should first consider the pros and cons of gifts to minors. If you have weighed the advantages and disadvantages, and still want to make a gift, the next logical qu…
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Making Gifts to Minors: Pros and Cons
March 23rd, 2020
One of the great joys of having worked and saved for most of your adult life is the ability to share your bounty with the people you love, including children and grandchildren. If some of those loved ones are minors, you may be wondering about the wi…
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Will Your Personal Representative Be Able to Access Your Apple Account?
January 14th, 2020
If you have an estate plan, when you die, the personal representative of your estate (and/or your trustee, if you have a trust) will be able to access most of your assets: your bank accounts, your investments, your real estate. But you may not have t…
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Where Does Your Trust Live (and Why Does It Matter)?
January 8th, 2020
If you have a trust, you probably don’t think of it as having a residence. After all, it’s not a person, or even an entity; technically, a trust is a relationship between the person who created it (the grantor), the person who administers it (the…
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Five Essential Ohio Estate Planning Documents
November 4th, 2019
You have no doubt heard and read a lot about the importance of having an estate plan. It is true that every adult (even young adults) needs an estate plan. But what exactly makes up an estate plan? Are there documents you must have, and those you can…
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Can a Guardian Make an Estate Plan for a Ward?
July 15th, 2019
A guardian of a legally incapacitated adult can do a lot of things for him or her: pay and collect debts, file lawsuits on the ward’s behalf, make investments, manage real estate, and more. But can a guardian make an estate plan for a ward? It…
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Assisted Suicide Bills Pending in Many States
June 18th, 2019
The Maine Legislature voted this week to legalize assisted suicide. The measure passed by a one-vote margin, and, at this writing, sits on the governor’s desk awaiting signature. The bill would allow doctors to prescribe terminally-ill patients wit…
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Electronic Wills in Ohio
June 11th, 2019
A last will and testament is an important document; among other things, it dictates the distribution of a deceased person’s property to his or her intended beneficiaries. As such, it is important to be sure that a document appearing to be a val…
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Estate Planning for Cryptocurrencies
June 5th, 2019
Estate planning, like most aspects of life, changes over time. One of the most striking recent changes is the need to plan for cryptocurrencies like Bitcoin, which did not exist a little more than a decade ago. Yet because of the potential value of t…
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Should You Keep Your Will at Your Lawyer's Office?
May 10th, 2019
Most people understand the importance of making an estate plan: to provide for the future security of your loved ones and distribute your possessions according to your wishes after your death. But many people fail to consider the importance of detail…
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