Learning Center

Retirement accounts are often a large part of someone’s estate. It is extremely important to plan who will inherit these accounts. Even without the changes to the law in 2020, you should review [...]

When planning for a blended families, it is important to keep a few things in mind. In Ohio, a surviving spouse has certain rights at the death of their spouse. These rights include the ability [...]

There can be gaps in insurance coverage for the deceased owner’s property after the death of the insured owner. The homeowner’s insurance coverage is the most notable place to be on [...]

Real Estate is distributed upon the death of the owner based on how it was titled. This means if two people buy a home as Joint Tenants With Right Of Survivorship and one dies, the home [...]

Probate is a court managed process that reviews the validity of a Will and oversees the distribution of assets to beneficiaries.  If a person does not have a Will, then the assets are transferred [...]

A Health Care Power of Attorney designates someone to make health care decisions for you do not have the capacity to make those decisions yourself. A Health Care Power of Attorney is only useful [...]

Many people today rarely go to the bank.  We live in a world of cashless transactions.  If you haven’t seen your banker in a while, you should make an appointment to review the beneficiary [...]

Many seniors executed a Will many years ago.  While this original document is likely still valid, it is important to update a Will after any major life change.  Most people should review their [...]