Estate Planning

January 30, 2023
ohio guardianship attorneys

How Does Guardianship Relate to Estate Planning Law?

Guardianship + Estate Planning Regarding estate planning in Ohio, guardianship is often required when an individual suffers from an incapacitated situation and can no longer handle their affairs or see to their children or assets. Guardianship is a probate court decision that is in effect during […]
January 8, 2023
what is Tenancy in Severalty

What Is Tenancy in Severalty?

Ownership in Severalty In real estate and estate planning, a property with only one owner is said to be “tenancy in severalty,” also known as “ownership in severalty.” The idea behind the term is that an owner is “severed” from other owners and holds sole ownership. […]
December 18, 2022

Umarried Couple Guide To Estate Planning

How To Plan Your Estate Estate planning is essential if you have a life partner but are not in a relationship that can be legally categorized as a marriage, civil union, or certified domestic partnership. Without some kind of estate plan in place, neither of you […]
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 […]
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 […]
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 […]
June 24, 2022
how to plan your estate in hospice

How To Estate Plan For Someone Receiving Hospice Care

Estate Planning & Hospice Have you recently been grappling with creating an estate plan for a loved one in hospice care? If so, you’re not alone. Many people find themselves in this situation, and it can be challenging to know what to do, especially if it’s […]
April 22, 2022
how to settle estate after death

What To Do When A Family Member Dies

Settling Estate After Death When someone passes—whether a loved one or close friend—settling the estate can be an involved and often-confusing process. But, unfortunately, it’s a task that needs to be done. Assets need to be distributed. Debts need to be settled. Taxes need to be […]
March 30, 2022
spouse dying financial affairs

Spouse Dying? How To Get Your Affairs In Order

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 […]