Avoiding Estate Plan Upda…

Avoiding Estate Plan Update Mistakes

Small changes can have big consequences in estate planning. When people try to update a will or trust on their own, their family often discovers problems when it is too late to do anything about them. In this article, we explain how estate plan updat… Read More
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When and How to Review Yo…

When and How to Review Your Estate Plan: Key Life Events That Demand Updates

Your estate plan is not “set it and forget it.” The end of the year is a natural checkpoint to make sure your revocable living trust, beneficiary designations, and incapacity documents still reflect your life today. In Ohio, trust planning is oft… Read More
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Doesn't a Will Avoid Prob…

Doesn't a Will Avoid Probate?

When it comes to estate planning, one of the most common misconceptions we hear at Legacy Law Group is this: “I need a will so my estate avoids probate.” While it’s a well-intentioned thought, it’s unfortunately not accurate – a Will do… Read More
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