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News & Articles
March 30, 2022
Getting Affairs in Order Planning for the death of a husband or wife is probably one of the most challenging tasks any spouse could experience, especially if it’s due to a sudden and severe illness or condition. There are all sorts of questions that need to […]
March 12, 2022
Power of Attorney Abuse Guide When someone has power of attorney to handle another person’s financial or healthcare matters, they should act in that person’s best interests. But, sadly, sometimes people choose to manipulate others or use their assets for personal gain. When that happens, you […]
March 5, 2022
What Is An Advanced Directive? Death can be a sensitive and somber topic for many individuals. It can be challenging to sit down and focus on the decisions you want to implement once you have passed away. While challenging, these conversations are essential, especially if you […]
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 local or a visitor coming for the weekend. 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. […]
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 […]