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Creating a living trust is one of the most effective ways to manage your assets, avoid probate, and provide clear instructions for your beneficiaries. In Ohio, many people place their real estate into a living trust, but handling property in this way…
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A living trust helps you control how your assets pass to loved ones. But what happens when your personal life changes through divorce, remarriage, or blending families? Many people set up a trust once and never revisit it, even after major life event…
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Real estate investing is one of the most effective ways to build long-term wealth. But while investors often focus on cash flow, appreciation, and tax strategies, many overlook a critical piece of the puzzle: estate planning. Whether you own a single…
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When families set up a trust, one of the most important decisions is choosing a trustee. Often, parents want to be fair and appoint more than one child to serve together as co-trustees. On the surface, that seems like a balanced approach. Everyone sh…
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When a loved one passes away, managing the details of their estate can feel overwhelming. If that person created a trust, you might assume everything is locked in and unchangeable. But can a spouse change a trust after death? It depends on the type o…
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If you’re thinking about putting your home in an irrevocable trust, you’re probably trying to protect your assets, prepare for long-term care, or ensure your estate avoids probate. In Ohio, an irrevocable trust can be a powerful estate planning t…
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One of the most important decisions in estate planning is choosing the right executor or trustee. The executor or trustee is a “fiduciary and is the person who will manage your estate after your death. This individual, whether an executor under…
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When most people think about estate planning, they focus on what happens after they pass away—who inherits their assets, who manages the estate, and how to avoid probate. But one of the most overlooked aspects of a comprehensive estate plan is plan…
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When most people think about estate planning, they imagine simply passing assets to loved ones after death. But a truly effective estate plan does more than distribute wealth—it protects your beneficiaries from potential risks and ensures your lega…
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When it comes to elder law and estate planning, understanding the different types of trusts for elderly individuals is essential. For many older adults in Ohio, creating a trust is one of the most effective tools for maintaining control, avoiding pro…
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Download our free “Estate Planning Checklist: The Essential Guide for Making your Best Estate Plan in Ohio.” The checklist walks you through the steps you need to address to have the plan that is right for you and your loved ones.
Download our free “Protecting your Family’s Future – All about Wills, Trusts & Probate” book. First published in 2020, this comprehensive guide walks you through the essentials of estate planning, giving you the knowledge you need to safeguard your loved ones and their future.
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