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,...
estate planning
Preparing for the future: Choosing a health care proxy
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...
Why should you talk to your family about your will?
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...
Why should you update your estate plan after a divorce?
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...
The human side of 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,...
5 tips for storing your estate planning documents
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...
Limiting (or avoiding) one’s estate tax liability
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...
Who is the right fit to serve as estate executor?
Ohio residents like you spend a lot of time working on estate management. Building up an estate plan takes a lot of time, effort and flexibility. However, you must start with a strong foundation. Otherwise, your plan will not last or remain stable. To this end, you...
Serving as the executor of an estate
Probate courts in Ohio follow steps similar to what occurs elsewhere in the United States. The reading of a will reveals "who gets what" while also revealing the executor of the estate. Any person who finds themselves named the executor must become aware of the duties...
Benefits of estate planning for business owners
Ohio business owners should explore how estate planning can benefit them and their businesses. Estate plans can detail how a business is to be continued or disposed of after the owner passes away or becomes incapacitated. They can also ensure that anyone taking over...

