When someone dies, the family is not only grieving, they also have to manage a mountain of urgent tasks: locating insurance policies, paying the mortgage, accessing accounts, finding the will, securing property and notifying employers. The stress that comes with these...
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Estate Planning
Why young Ohio parents need estate plans
You've babyproofed every outlet. You researched the safest car seat. You interviewed three pediatricians before choosing one. You take your parenting responsibilities seriously. But here's one critical decision many young parents haven't made: who should raise your...
5 signs your Ohio probate case may need legal guidance
Probate in Ohio involves settling a deceased person’s estate, which includes managing assets, paying debts and distributing property under court supervision. Some estates move forward with minimal issues. However, certain signs may suggest that additional legal...
Why you should add powers of attorney in your health care plan
You are in a hospital bed unable to communicate after a sudden stroke. Your family members gather around you, uncertain about which treatments you would want. Without proper documentation and planning, they face difficult choices without clear guidance. This is where...
How can you pass an inheritance to loved ones with addiction?
When considering whether to pass on inheritance to loved ones struggling with addiction, it is valid to be concerned about how they will handle your legacy. Although you wish for your family to get better, you also want to ensure that they will not misuse your estate...
What instructions are included in a health care directive?
Whether you are in your prime or approaching your golden years, it is essential to consider the what-ifs that may arise, especially when it comes to your health. This is where a health care directive comes into play. This crucial estate planning document will guide...
What concerns can people address in health care directives?
For some people, estate planning is primarily about the protection of beneficiaries. They want to leave resources for their spouses and children or name someone they trust to administer their estate. For others, concerns about their own medical vulnerability might...
The practical limits of using gifts to keep assets out of probate
People who are planning their estates often use a variety of tactics to keep their assets out of probate court. Strategic gifts can be an important element of a tax avoidance or wealth management strategy. Gifts that someone makes while they are still alive can...
Beyond a will: Estate planning tools that most adults need
A will is usually the foundational document of an estate plan. Having a will prevents you from dying “intestate” and having your assets distributed to your relatives in ways that are determined by the state (regardless of whether you wanted them to have anything). A...
What happens if someone dies without an Ohio estate plan?
Once someone reaches 18 years of age, they have the ability to create a will. Ohio allows any adults of sound mind to leave instructions regarding the distribution of their property and the care of their dependent family members if they die. Despite having this...


