On behalf of Metz, Bailey & McLoughlin | Feb 19, 2021 | estate planning
And a state plan sounds like something that only wealthy people need to pass on millions of dollars in money and assets to their beneficiaries when they die. It is true that estate planning can benefit wealthy individuals, but what can it do for everyone else? The...
On behalf of Metz, Bailey & McLoughlin | Feb 5, 2021 | estate planning
As the parent of a child with special needs or a relative of a person with a disability, you need to understand the benefits of supplemental (special) needs trusts. Your estate plans may seem like they are comprehensive enough to provide for your adult child or family...
On behalf of Metz, Bailey & McLoughlin | Jan 21, 2021 | estate planning
As referenced in previous posts on this blog, much of the estate planning process focuses on preparing for the future. This may frighten many people in Ohio as they consider the potential of their own mortality. Even further compounding their fears is the prospect of...
On behalf of Metz, Bailey & McLoughlin | Jan 19, 2021 | estate planning
After creating your estate plan, you cannot simply set it aside and forget about it. Your estate plan must constantly reflect the most recent circumstances in your life. This can sound daunting though, especially if your life often undergoes big changes. To that end,...
On behalf of Metz, Bailey & McLoughlin | Dec 17, 2020 | estate planning
Illness or injury may strike unexpectedly and leave people unable to speak or care for themselves. Should the need arise to make medical decisions on their behalf, their loved ones may struggle with what choices to make or worse, disagree. Naming a health care proxy...
On behalf of Metz, Bailey & McLoughlin | Dec 1, 2020 | estate planning
Ohio residents like you may not want to discuss your estate plan in detail. You may think that talking it out makes it feel too real. This can be a deeply discomforting experience for you and your loved ones. But you need to talk about your will with your family at...
On behalf of Metz, Bailey & McLoughlin | Nov 12, 2020 | estate planning
Ohio residents like you put time and effort into building up your estate. The estate plan is of equal importance and it makes sense that you prioritize it, too. After all, your estate plan determines how your estate gets handled after your death. Because of that, you...
On behalf of Metz, Bailey & McLoughlin | Nov 4, 2020 | estate planning
There is a saying that even the best-laid plans of mice and men often go awry. In our experience, the estate plans that go awry often do so because of a disregard for the human side of the process. On one hand, you have your trusts, wills, powers of attorney,...
On behalf of Metz, Bailey & McLoughlin | Oct 6, 2020 | estate planning
A comprehensive estate plan is good for you and your heirs. While your plan may include other items, four documents are a good place to start. After completing your plan, you must find the right place to store the documents. Even though many places may work, the...
On behalf of Metz, Bailey & McLoughlin | Oct 3, 2020 | estate planning
One of the main goals of estate planning in Ohio should be to take advantage of those strategies that will help one to minimize the liabilities against their estate. That way they preserve as many of their personal assets as possible to pass on to their...
