Estate Planning

Many Ohio residents are interested in ways to simplify their estate plans and to pass along assets to loved ones outside of probate. Often, adding a child or other relative as a joint owner of an asset seems like a good way to accomplish that goal. While joint...

When an Ohio resident thinks about estate planning, he or she is usually under the impression that the wishes laid out within the estate planning documents will be adhered to when the time comes for that plan to be called into action. In certain cases, however, that...

Most Ohio residents who have achieved high levels of success are aware that current estate tax rules allow an individual to amass an estate worth $5.43 million before assets are subject to federal estate tax. Anything above that amount will be hit with estate tax,...

Most Ohio parents understand the value of discussing how grateful they are for their many blessings with their older children. Many do this on a regular basis. Others take it a step further and are not afraid to talk about the future, including important matters...

Very few Ohio residents are eager to discuss the details of their own demise. It is easy to understand why the topic is a difficult one to delve into, no matter what one’s age. However, young people are even less likely to work through their estate planning options...

Estate planning, just like a prenuptial agreement, is a conversation many Ohio couples prefer to avoid. However, some suggest that the sense of security provided by proper estate planning can be the greatest gift a family can receive. Discussing death or possible...

More and more Ohio residents are aware of the need for including digital assets within their estate plan. As technology continues to advance, many people are using cloud-based storage to archive their collections, work or other assets. Along with this new technology,...

Many Ohio residents are appreciative of the fine arts, and some have amassed an impressive collection of artwork over the years. How those assets are handled within estate planning can be complex and depends on a number of factors. For many collectors, hiring an...

During the estate planning process, most Ohio parents focus on how their assets will be distributed upon their death, which is an event that is projected to occur far in the future. In reality, however, no one knows when their time is up, and not everyone will live to...

For many Americans alive today, the expected lifespan is far longer than that of previous generations. In fact, researchers estimate that the average person will live nearly 10 years longer than the expected lifespan of just 60 years ago. While this is great news for...