When a person passes away, some assets must go through probate, while others transfer directly to beneficiaries. In Ohio, certain assets avoid probate, allowing heirs to receive them faster and without court involvement. Understanding which assets bypass probate can...
Charitable giving plays an important role in estate planning. It helps lower taxes while supporting meaningful causes. The latest trends in charitable giving help people get the most benefits, allowing them to leave a lasting impact. Donor-advised funds (DAFs) More...
Intestate succession refers to the legal process that determines how the state distributes a deceased person’s assets when they die without a will. In Ohio, this process ensures that all property is allocated according to state laws. It is helpful for all state...
It is never too soon to protect your assets and plan your legacy. Whether you’re single or married with children, in your 30s or entering your golden years, having an organized, solid plan in place brings peace of mind, and can help your loved ones avoid legal...
Trying to ensure as smooth of a process as possible for your surviving loved ones is probably at or close to the top of your priority list when establishing a comprehensive estate plan. One important consideration for many in Ohio who are planning ahead for their...
Thinking about the future can be a daunting prospect that can cause one to feel overwhelmed and even afraid. It is normal to have fears about the future, and while you cannot predict what will happen, you can take steps that will allow you to have a measure of...
After the death of a loved one, those left behind must settle the estate and address any remaining legal and financial issues associated with the decedent’s property and possessions. This can be a difficult and emotional process, and there are certain steps that...
There is no way to predict what will happen tomorrow, in a month from today or well into the future. Life is uncertain, but there are specific things you can do that will allow you to gain a measure of security and confidence. One of these includes estate planning,...
There is no one-size-fits-all approach to planning for the future. Each individual has different goals regarding what will happen to his or her estate, which is why it is critical for every adult to take the time to create a meaningful plan that is suitable and...
