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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If you think that your only option in making your estate plan is to give assets “outright” to your beneficiaries, this video will explain how we can build beneficiary protections into our estate planning.
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Medicare and Medicaid are often confused by people. While they are both government-run health care programs, they are very different from one another and it is important to understand those differences. This video explains the differences.
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You’ve probably heard of Living Trusts, but if you think they’re overly-complicated or only for super-rich people, then this video will help you understand how living trusts work and why people use them.
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