Toy house, gavel and text PROBATE. probate process concept

What to Know About the Probate Process in Ohio

Losing a loved one is an emotional and challenging time. On top of the grief, you might also have to deal with the legalities of handling their estate. One of the first questions that often comes up is, “What is the probate process?” Prob… 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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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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Preparing for your Initia…

Preparing for your Initial Estate Appointment

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
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Frequently Asked Estate Q…

Frequently Asked Estate Questions

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
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Duties of the Executor of…

Duties of the Executor of a Will – Handling Assets and Debts of the Estate

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
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Ohio Probate - Being the…

Ohio Probate - Being the Executor

A client of mine came to me and had some concerns and needed my help. Her mother had passed away, and my client was worried that her brother was acting inappropriately with her mother’s assets. When she had spoken to the brother about what was… Read More
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3 Kinds of Probate Procee…

3 Kinds of Probate Proceedings in Ohio

In Ohio, the kind of Probate proceeding an estate must use is determined by the amount of assets in the probate estate and who the beneficiary is. The typical kind of Probate is a “Full Administration,” and it typically takes 6 months to… Read More
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Guardianship of an Adult…

Guardianship of an Adult in Ohio

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
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3 REASONS TO AVOID PROBAT…

3 REASONS TO AVOID PROBATE

One of the most frequently asked questions I get when I am meeting with people about their estate planning is “Why Should I Avoid Probate? What’s the big deal?” In this video, I give you the 3 top reasons why you want to avoid Probate. Read More
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