Articles

If you have a trust and set it up to avoid probate when you pass away, which is a very common goal for estate planning, then you need to watch this video. First, congratulations on getting your trust set up. You’ve taken a great first step for maki… Read More

As we grow older many of us will need more and more assistance. Once you choose your caregiver you need to think about setting up an agreement to compensate them for their services. Using a Personal Care Agreement or Care Contract is a great way to d… Read More

In this video we look at the different types of guardianships for an incompetent adult in Ohio. There is a Guardianship of the Estate, Guardianship of the Person, and a Guardianship of the Person and the Estate. In order to have a Guardianship establ… Read More

As we grow older many of us will need more and more assistance. The prospect of finding someone to help us and interviewing caregivers and then hiring them from a company or a service of some kind seems daunting and scary. This is especially true as… Read More

In this video we talk about how you can prepare for your initial estate planning appointment. We look at the packet of materials we send you before the appointment to help you prepare and talk about how those materials will help you get the most out… Read More

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the fifth reason – with good estate planning can protect your assets. While Wills and Revocable Living Trusts won’t pr… Read More

This is a question I often receive from clients. While the simple answer is often no, the timing of the planning affects the effectiveness of the planning, the cost of the planning, and how complicated the planning will be. As a general rule, the soo… Read More

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the fourth reason – good estate planning can preserve family harmony. A good estate plan can preserve family harmony and red… Read More