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Blended families can bring unique joys. However, when it comes to estate planning, without a clear plan in place, misunderstandings and unintended consequences can create stress for loved ones during an already difficult period. A well-structured estate plan can...
Estate planning is a crucial task, but even with careful attention, some things can be overlooked. Ensuring every detail is addressed can save your loved ones from unnecessary stress and legal complications. Here are a few often-overlooked aspects of estate planning...
Imagine a scenario where you are unable to make decisions for yourself due to incapacitation from an accident or a serious illness. A lot can go south if you haven't prepared for such an eventuality. Without someone to handle your affairs during such times, you risk...
Many people who are setting up an estate plan know that their will and trusts are the ways to pass assets to their beneficiaries. While that’s what’s necessary for many, it’s not the only option for financial accounts. When you open a bank account, you have the...
In a time where most American adults’ lives are increasingly interwoven with digital platforms, digital estate planning has become both increasingly relevant and an increasingly popular undertaking. Americans’ reliance on digital tools for personal, financial and...
As an executor, you will assume most of your duties after the death of your loved one. But you can do a few things before then to make your work more manageable. Here are four things to do before your loved one dies. 1. Learn the location of the will and other crucial...
Two terms that are commonly used interchangeably to mean someone who benefits from an estate are “heir” and “beneficiary.” While these terms both refer to an individual who receives assets from the deceased, they have unique legal uses. When making an estate plan, it...
Estate planning can be a complicated process. People need to have specific goals in mind and an awareness of Ohio state laws. Mistakes could potentially lead to challenges for your loved ones, such as will contests in probate court. Uneven inheritances and other terms...
There are two common misconceptions about estate planning. One: People often believe they don’t need an estate plan. As a result, many people die intestate, which means the state has to administer an estate on behalf of the testator. This can cause a lot of issues for...
When establishing a trust, it’s crucial to select the right trustee for the job. A trustee is someone who handles and distributes assets as well as files any taxes for the trust. Some grantors choose to hire a professional trustee, while others opt to enlist a family...