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February 25, 2022
Managing Elderly Parents Finances There’s an old joke that goes something like, “If I had known parents were going to be such trouble, I’d never have gotten any in the first place.” It’s unfortunate that, in many cases, as our parents age, they face more challenges […]
February 7, 2022
Contesting A Will Executor After a loved one passes on, the executor of their estate is arguably the most critical person outside the court when it comes to settling the deceased’s finances and assets. They are responsible for ensuring beneficiaries receive their inheritances, verifying and paying […]
January 31, 2022
Best Things To Do In Toledo Toledo has many things to do, whether you’re a native or someone coming to visit for 2022. Here are some of the best events and activities to enjoy in the spring, summer, and early fall in Toledo, OH. Attend the […]
January 18, 2022
Intestate Succession in Ohio Whether you’re planning for the future and how you’d like your assets dispersed among your survivors, or you’re dealing with an inheritance situation right now, you probably have some questions as to how Ohio’s inheritance laws work—especially in terms of taxes. Inheritance […]
January 7, 2022
Payable-on-Death (POD) Accounts Explained One of your goals in your estate plan should be to protect as many assets as possible from the probate court process. One tool you can consider is a payable-on-death account. A payable-on-death account is a type of account where a client […]
January 6, 2022
Farm Succession Planning The family farm is something of an institution. It holds a special place in the American dream, and for many families, it’s a generational legacy. Many farm owners dream of passing the family farm on to their heirs as the farm was passed […]
December 14, 2021
Joint Tenancy Explained “Joint tenancy” and “survivorship” are related terms that refer to how real estate and other assets can be titled. With joint tenancy, the real estate is titled to two or more people jointly, and each owner possesses an equal share of the real […]
December 13, 2021
Do You Need To Probate? Probate in Ohio is the legal process that determines the value and distribution of the assets of a deceased person, known as a decedent, who was an Ohio resident at the time of death. Probate is necessary to protect the decedent’s […]
December 3, 2021
Importance of a Trust A trust is a helpful financial tool to allow you to protect your income and wealth to pass it on to your children safely. Yet if your children are young, you may not want to have your assets go straight to them […]