man signing papers scattered over a desk with small house model - update my estate plan concept

When Should You Update Your Estate Plan?

Your estate plan is an important way to protect your family and ensure your wishes are respected. As life changes, your estate plan should change too. Many people think of estate planning as a one-time task, but it’s important to update it regularl… Read More
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Talking, lawyer or old couple with will, contract or documents for life insurance papers or compliance. Plan, advisor or married elderly clients signing paperwork, legal form or title deed agreement - basics of estate planning concept

Understanding the Basics of Ohio Estate Planning

Estate planning is an essential process that helps you manage your assets if you become incapacitated and manage and distribute your assets according to your wishes after you pass away. It’s not just for the wealthy; anyone with assets, children, o… Read More
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Decorative photo of a piggy bank on top of a stack of $100 bills behind a pile of coins.

Save Money With An Estate Plan

Everyone is trying to save money and protect their assets for themselves and their families. We know you worked hard for what you own. Did you know an estate plan can help you save money? Here are two key ways: Use your estate plan to help your famil… Read More
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Estate Planning for Famil…

Estate Planning for Families with Special Needs Children

Parents and guardians of children with special needs work hard to make sure their child is well-taken care of. They advocate for educational accommodations and medical needs. They make sure their child is loved and cared for. Many parents worry what… Read More
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College woman holding text books

Documents Your College Student Needs

Your son or daughter is in an exciting chapter in their life—college! You may still see the little girl with pigtails or the little boy with mud on his face, but your college student is a legal adult. We know you’re still guiding and protecting y… Read More
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Mom and dad with adult children smiling. Text reads: Are beneficiary designations effective?

Are Beneficiary Designations Effective?

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
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Communicating Your Estate…

Communicating Your Estate Plan

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
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Do you enjoy podcasts?

Do you enjoy podcasts?

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
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Six Ways to Avoid Family…

Six Ways to Avoid Family Fights over Your Property

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
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Which life events require…

Which life events require an estate plan update?

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
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