Estate Planning

June 3, 2023
estate planning for digital assets

Protecting Your Digital Assets Through Effective Estate Planning

What Are Digital Assets? At Heban, Murphree & Lewandowski, LLC, we understand the evolving nature of assets in today’s digital age, and we’d like to illuminate a specific term – ‘digital assets.’ So, what exactly are digital assets, and why should they matter to you? Digital […]
June 1, 2023
estate planning tips for families

Updating Estate Plans to Align with Blended Family Dynamics

Safeguarding Family Wealth In Ohio, blended families face the challenge of potential disinheritance of children from a previous marriage. This can occur when assets are transferred solely to a surviving spouse or in the absence of a clear will. To mitigate these risks, consider the following […]
May 20, 2023
probate law Beneficiaries

Understanding the Probate Process: A Step-by-Step Guide for Beneficiaries

The Probate Process for Beneficiaries As you plan your estate, choosing a beneficiary is one of the most significant decisions you’ll need to make. This decision is crucial in ensuring that your loved ones are cared for and that your legacy is preserved long after you’re […]
March 28, 2023
ohio property attorneys - hml

Rural Land in Ohio: A Comprehensive Guide for Property Owners

Navigating Ohio’s Rural Property Laws Buying or selling property of any kind comes with a long list of considerations and requires extensive planning. In addition, the rural property presents significant differences from residential property,  from their use cases to legal nuances. So, if you’re considering entering […]
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 […]