Taking charge of your estate plan ensures that you’re prepared for the future, and helps provide for your surviving loved ones. If you’ve never worked with an estate planning attorney, however, you might not realize what kind of questions they mi…
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When you agree to be the executor of an estate, you’re responsible for a variety of administrative tasks. One key duty is to distribute any property remaining after you’ve paid the estate debts. Sometimes this involves liquidating assets, which i…
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Marriage isn’t the end goal of every relationship: many unmarried couples live together in long-term partnerships. While marriage automatically grants certain rights, such as inheritance rights, many of the same goals can be accomplished with estat…
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When you’re diagnosed with a chronic or serious illness, your estate plan is probably the last thing on your mind. Once you’ve dealt with your most pressing tasks, however, updating your estate plan is important. If you don’t have an estate pla…
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After a lifetime of building wealth, many people want to leave their hard-earned assets to the younger generations. Ideally, that wealth will last throughout their own lifetimes and beyond—but the world is rapidly changing. If you plan to leave ass…
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Creating an estate plan ensures your assets are distributed according to your wishes after you pass away. Depending on the estate planning tools you use, they can also protect your assets and help you plan for long-term care needs in your senior year…
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Estate planning is important for everyone, but it is particularly important for women. Although the social landscape has changed significantly over the last few decades, estate planning is still a critical tool for women—most notably women who work…
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Creating an estate plan is very important, without one, the state of Ohio’s intestacy laws will determine how your assets are distributed. There are many tools available to ensure your money, property and personal items are distributed to the appro…
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If you have a significant net worth, proper estate planning isn’t just desirable—it’s a must. With a comprehensive estate plan, you can minimize your estate tax liability, avoid probate and protect your beneficiaries’ inheritance. Working wit…
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When you’ve spent your entire life building up your wealth, the last thing you want is for your beneficiaries to have to pay taxes on their inheritance. Clients are often concerned about whether their hard-earned assets will be subject to estate or…
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