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Everyone needs to do some kind of estate plan. Regardless of who you are, whether you are single or married, have kids or not, are young or older, and no matter your level of assets, a good estate plan is important for you. This video helps you under…
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Some people believe that they will have an “estate” only when they accumulate a certain amount of assets. This video explains what is included in your estate, and what your estate planning needs to address.
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Some people may tell you that owning your property “jointly” with someone else is a good way to avoid Probate, but there are 3 major problems with this approach. This video explains why this is not a good way to avoid Probate.
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Being the Executor of an Estate in Ohio is a complicated and sometimes daunting task. For those who have never been involved in an Ohio Probate proceeding before, the rules and procedures can seem almost incomprehensible. The job of the Executor is t…
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That’s a question we hear a lot from people when they meet with us about their estate planning. Some people are very surprised to hear that the answer we give doesn’t strictly depend upon how large their estate is. Instead, the answer dep…
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You’re probably familiar with the term “living trust.” However, if you think that living trusts are too complicated or only for extremely wealthy people, then this article will help bust those myths. A living trust is simply an estate plann…
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Understanding what Probate is and how it works is essential to being able to make good decisions for yourself and your loved ones about your estate planning needs. In this post, we take a look at the purpose of Probate and the basic things that need…
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Anyone who has lost a close friend or family member knows what a difficult, painful, and overwhelming time it can be. We are often asked to help our clients through the estate administration process when a loved one dies, but estate administration is…
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A Power of Attorney (POA) is an important legal document that everyone should have. However, before creating a POA it’s important to understand what they do and what your options are. This video gives a brief explanation of what a POA is and what s…
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We get this question a lot from people. The answer surprises a lot of people. It has a lot less to do with “how much” you have, and more about your planning needs and goals. This video explains the reasons.
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