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Choosing the executor should not be an overlooked aspect of the estate planning process. I prefer clients that clients have made this decision before they meet with me. Here are some [...]

What should you do to get organized for estate planning? Make a list of all of your accounts and account numbers. This includes checking, savings, retirement, and brokerage accounts. You should [...]

Retirement accounts do not always get much attention when clients are estate planning. It’s easy to think, “Well, I’ll talk to my financial advisor and make sure that she has the names of all of [...]

Did you take title to your home with a survivorship deed? The first place to look to determine the future ownership of real estate is with the county Recorder’s office. If two or more people own [...]

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 [...]