Creating an estate plan is one option that you have for letting your loved ones know your wishes for your property, and in case you become incapacitated. When it comes to your property, having everything written out as comprehensively as possible is beneficial. By...
estate planning
Are you able to include pets in your estate plan?
Estate plans typically focus on transferring financial assets, real estate and personal belongings to family members or other designated individuals. Pets, despite the meaningful role they play in a household, are often left out of these documents. Knowing what...
What to know if you’re leaving an inheritance to your caregiver
If one of your goals this year is to finally put an estate plan in place, you’re likely thinking about who, beyond your family, you want to leave some assets. If you’re a senior living on your own, you may have a caregiver who visits regularly to help you out with...
Why is digital estate planning important?
When you think about estate planning, your physical assets like homes, bank accounts, investment accounts and other personal property may come to mind. But those aren’t the only assets that you need to consider when you’re creating an estate plan. You also have to...
How often should you update your estate plan?
Creating an estate plan is an important step toward protecting your family in the event of your death or incapacitation. But it’s not something you should put in a safe place and forget about. Life evolves, laws change and your financial situation can shift over time....
Should you create an estate plan if you only have debt?
You rent your home, keep limited savings and carry mostly debt. Should you still consider estate planning? Estate planning can feel like something meant for people with assets to protect or pass down, which may lead people to delay or dismiss it altogether. In...
Checklist for a new chapter: Estate planning after divorce in Ohio
The end of a lengthy divorce process can feel like a long-awaited fresh start. But as this new chapter begins, it often brings important life changes, including the need to revisit key legal documents. Individuals may assume that their estate plan automatically...
Can you prevent your family members from disputing the will?
After a lifetime of building a high-value estate, the last thing you want is for your legacy to become a battlefield. In Ohio, you may include a no-contest clause in your will. Also known as an in terrorem provision, this discourages your loved ones from suing each...
How does a durable power of attorney work in Ohio?
A durable power of attorney forms a key part of many Ohio estate plans. This document lets you choose someone to handle certain financial and legal matters if you cannot manage them yourself. Knowing how it works helps you stay in control and reduce future...
When should you create health directives after a diagnosis?
Receiving a serious diagnosis can be a daunting experience. You may find yourself facing medical decisions you have never considered before. Creating health care directives can help you express your wishes clearly and ensure someone you trust can act on your behalf....

