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Estate Planning Archives

3 reasons why you need a healthcare directive

The truth is, no one ever truly knows what the future holds, which is why you need to do everything possible now to prepare for unanticipated situations, including medical emergencies. For many, a crucial part of this preparation includes a healthcare directive.

2 reasons why millennials avoid estate planning ― and why they are wrong

According to a recent survey conducted by Care.com, only 42 percent of adults in the U.S. have an estate plan -- meaning an alarming 6 out of 10 have no wills or trusts in place should they pass away. While these numbers are bad enough, they are actually even worse among millennials.

Estate planning tips for horse owners

Many Ohio residents are also horse owners and have poured a great deal of time, energy and money into their beloved equines. Handling these animals within estate planning can be a challenge, as horses have very specific needs that often cannot be properly addressed by those who are unfamiliar with their care. The best way to ensure a long and happy life for these animals is to create a comprehensive estate planning solution.

Retirement trusts can provide for grandchildren

Each and every Ohio family has a unique set of needs when it comes to creating an estate plan. Passing down accumulated wealth to one's children is a common estate planning theme. However, there are cases in which all of a couple's children are already doing well for themselves, and where the focus can turn to the next generation. Retirement trusts are an excellent option for families who are looking for ways to pass wealth down to grandchildren.

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