Estate Planning

Navigating life with a disability comes with unique challenges, including financial planning. For those with disabilities, a special needs trust offers a strategic way to manage assets without compromising access to essential government benefits.  A special needs...

Older adults preparing for retirement in Ohio often take time to plan their estates or update existing plans. Their resources and family relationships may have shifted in recent years, which could necessitate changes to their paperwork or give them the incentive they...

When it comes to your finances, safeguarding your hard-earned assets is paramount. As an astute investor or business owner, you're well aware of the myriad of challenges that come your way that have the potential to derail this effort. That's where an asset protection...

Go back a few decades and no one had any digital assets to worry about when they died. Now that people live much of their lives online, they need to think about how they will account for digital assets in their estate plans. You can break digital assets into four...

When a loved one passes away, there are so many things that have to be done – not the least of which is locating their will. What happens, however, if all you can find is a copy? Can you just use that, instead? The court expects an exhaustive search Before you make...

When people contemplate their own mortality, they often try to find ways to make sure they make a meaningful difference in this world – and money is something that can fund all kinds of charitable organizations and goals. Charitable trusts are one way to do some good...

When someone makes a will it needs to be done of their own free will. If you suspect it was not and you lost out, you might consider filing a contest on the grounds that someone used undue influence to have them change the will in their favor. Undue influence is a...

Starting a family is an exciting part of life. Parents take time to get the nursey ready, buy the right car seat, and introduce their new bundle of joy to family members. When investing time and money into the things needed for childhood parents often forget one of...

If you have always been healthy, you might not think too much about the possibility of falling ill and needing extensive treatment. Yet, the longer you live the more likely you will require medical attention as the body gradually weakens. This is where an advance...

Many parents never discuss their estate plans with their kids. Perhaps it stems from watching too many dramas where a scheming heir sets out to speed up their parent’s demise in order to get their money sooner. Or perhaps it’s just that they grew up believing money...