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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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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