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What’s the Difference Between Probate and Trust Administration
October 13th, 2025
When a loved one passes away, families are often left navigating not only grief but also the practical task of handling their estate. Two processes frequently come up in this context: probate and trust administration. While both deal with managing an…
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Understanding Ohio’s Transfer on Death Designation
May 12th, 2025
Passing down real estate shouldn’t be complicated, stressful, or costly. In Ohio, a Transfer on Death (TOD) deed offers a simple way for property owners to ensure their loved ones receive their property without the delays and expenses of probate. U…
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What is an Inheritance or Probate Advance?
September 15th, 2023
Have you ever stood outside a shop, waiting for it to open, while staring through the window at the very thing you need? It’s right there, yet you have no access to it. If you have had this frustrating experience, you can probably imagine what it i…
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Five Reasons a Trust is Better Than a TOD Account
November 16th, 2020
Many people appreciate the convenience of “transfer on death,” or TOD, assets. TOD assets are typically investment accounts, but in Ohio, you can also designate vehicles and real estate to be transferred on death. Sometimes the terms “transfer…
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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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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…
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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?
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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.
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How to Probate a Will
January 5th, 2016
When a family member passes away, the relatives left behind often find themselves with a long “to-do” list of tasks. In addition to planning a memorial and taking care of other personal needs, these loved ones must also honor the deceased person…
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How Much Does Probate Cost?
December 22nd, 2015
Probate expenses can chip into assets you’ve spent a lifetime accumulating, robbing beneficiaries of much needed support and creating needless stress for everyone touched by the process. What kinds of fees and costs can you expect, and what can you…
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