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December 9, 2022
how to setup a transfer on death deed

Guide to Transfer on Death Deeds

TOD Deeds in Ohio  Many property owners would prefer to avoid the whole probate process when arranging to pass on a piece of property to another after they’ve died. One tool at their disposal is a transfer-on-death (TOD) deed. These deeds frequently grant real estate ownership […]
November 25, 2022
what are the four types of legal wills

What Are The Various Types of Wills?

Types of Legal Wills Wills are essential for estate planning. They allow you to determine where your property goes after your death and can provide you peace of mind during your lifetime. State laws vary, but can only be signed by an adult of sound mind, […]
November 14, 2022
holidays in ohio

Top Things To Do In Toledo During The Holidays

Holiday Events in Toledo The holiday season is upon us, which means festivals, craft fairs, and more. From Thanksgiving through the New Year, Toledo has many exciting events that make the holiday season truly magical. As you plan your holiday events, you will want to make […]
October 24, 2022
estate administrative attorneys

What Assets Are Subject to Probate in Ohio?

Ohio Probate Law Explained The legal procedure following an individual’s death in Ohio is called “probate.” This is the case regardless of whether or not the deceased prepared a valid will. If a deceased (or ‘decedent’) left a will, then the estate is divided following the […]
October 5, 2022
what is a death folder

What Should Be In A Death Folder?

“When I Die Folder” 101 One’s own passing isn’t a subject many feel comfortable contemplating and planning for. On the other hand, planning can greatly assist your loved ones should you pass—especially if you pass suddenly and unexpectedly. Furthermore, thoughtful planning will ensure your survivors won’t […]
October 2, 2022
difference financial planner estate planner

Financial Planning vs. Estate Planning: What’s the Difference?

How To Plan Effectively Financially speaking, it’s always important to plan for the future. Life can be unpredictable, after all, and it’s important to think ahead in order to not only preserve and grow one’s wealth but also to plan for how it will be dispersed […]
September 9, 2022

What Is A Qualified Income Trust?

Qualified Income Trusts Explained As a resident of Ohio, you may have heard of a qualified income trust, also known as a Miller Trust. This category of trust is often used by those who wish to qualify for Medicaid coverage of nursing home expenses. To qualify […]
September 1, 2022
ohio poa laws

Ohio Power of Attorney Laws

Ohio Law Facts: Financial Powers of Attorney “Power of attorney” is one of those terms everyone has heard of, but few understand the powers of. A power of attorney (POA) document allows a specifically named and trusted individual to handle certain matters for you, including depositing […]
August 11, 2022
why small business estate plan

Estate Planning Tips for Small Business Owners

How Small Business Owners Plan Their Estate For small business owners, planning for the succession of their business needs to be part of an overall estate plan. You have poured a lot of time and effort into growing your business, and you have the responsibility to […]