Articles

Often beneficiary designations are used for assets like retirement plans, life insurance policies, and bank accounts. You can even use a beneficiary designation on vehicles and a transfer on death (TOD) for real estate. When you pass away, those asse… Read More

Communicating your estate plan with your loved ones can preserve family relationships after you pass away. You may not want to share details like your net worth or who is getting what, but you should consider talking about how your assets will be div… Read More

Do you listen to podcasts? We’re excited to announce that Richard has recently launched a new weekly podcast, “Protecting your Family’s Future.” As you might guess, the podcast is all about estate planning and how it’s used to prote… Read More

We’ve all heard horror stories about family fights over a deceased loved one’s property. Sometimes these fights can ruin relationships for years to come and even negatively affect future generations. You’ve worked hard and spent years cultivati… Read More

Estate planning is the process of creating a strategy for the care and management of your property if you become incapacitated or upon your death. A common motivation of estate planning is to simplify the estate administration process and protect you… Read More

If you’re named as the Executor in a loved one’s Will, or as the Successor Trustee of their trust, you’ll need to be prepared to evaluate the estate with the attorney who will help you through the estate administration process. How the estate w… Read More

We get a lot of questions from people about the beginning of the estate administration process. We’ve provided some of the most common questions and the answers as a resource here for you. 1. How do I pay for the funeral expenses? Payment of the fu… Read More

If you’ve been named in a Will to serve as the Executor of someone’s Estate, you have a significant responsibility. As the Executor, you must ensure that the Estate is handled in accordance with Ohio law. One of the most important duties of the E… Read More