» Estate Planning

Asset-Based Long-Term Care Deserves a Look

December 20th, 2016
Over 1.4 million people in the United States are in nursing homes. Our population is aging, and about 70 percent of them are expected to need long-term care at some point. Some stays will be brief. On average, care will be needed for three years, but… Read More
Tags: Long Term Care

Are Your Beneficiary Designations Up to Date?

September 27th, 2016
You’ve signed your will, funded your trusts, and prepared powers of attorney. You’ve done everything you need to do to provide for your future and the security of your family—or have you? If you are like many people, you’ve forgot… Read More

Don't Forget to Fund Your Trust!

September 12th, 2016
You’ve heard repeatedly about the benefits of having a living trust as part of your estate plan. You can keep your assets from having to go through probate. You can retain control of assets during your life, and exercise control over how they a… Read More
Tags: Trusts

What is a Durable Power of Attorney?

August 29th, 2016
You’ve probably heard the expression “durable power of attorney,” but do you know what a durable power of attorney involves, and how it differs from a regular power of attorney? Unless you have a power of attorney as part of you est… Read More

How Does the Probate Process Work?

April 21st, 2016
Probate is the legal process by which a court formally recognizes that a will is valid and supervises the executor, who carries out the deceased person’s last wishes as explained in the will. If a person dies without a will or estate plan, probate… Read More

Powerful Statistics about Probate

April 7th, 2016
Over 14 percent of Americans are aged 65 and up. AARP found that 41 percent of baby boomers do not have a will. Almost 35 percent of respondents claimed procrastination as the reason. Are you unsure about how to handle your Ohio estate planning? Read More

4 All Too Common Myths about the Probate Process (Debunked)

March 28th, 2016
Unfortunately, common misconceptions about the Ohio probate process abound, creating frustration and confusion and occasionally leading to procrastination. Probate does not need to be an overwhelming or stressful experience. Read More

What Is a Living Trust?

February 4th, 2016
A living trust, like a will, sets forth your desires regarding the distribution of your assets upon your death. Designing a trust includes choosing a successor trustee, who will perform the same role as an executor of a will, to carry out your instru… Read More

What Is a Succession Plan?

November 4th, 2015
In life and in business, you must plan ahead for the unexpected. A succession plan outlines a clear path for what should happen to your company when you retire or step aside due to illness or a disability. Succession planning involves multiple compon… Read More

Key Legal Rights for Beneficiaries under an Ohio Trust

September 25th, 2015
As a beneficiary of an Ohio trust, you have important rights protected by law. The trustee of an Ohio trust is a fiduciary charged with the responsibility of protecting and honoring those rights. What is a Beneficiary? A beneficiary is a person that… Read More
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