Articles

Is a Charitable Trust Right for You?

Estate planning ensures your assets are distributed according to your wishes. While traditional wills and trusts are common tools for managing your estate, charitable trusts offer an alternative approach that allows you to support the causes you care… Read More
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Estate Planning Considerations for Second Marriages

Second marriages can be a welcome fresh start, but they also introduce unique estate planning challenges. When people enter into a second marriage, they often have complex financial and familial dynamics to consider. Proper estate planning is essenti… Read More
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Estate Planning for Millennials

Estate planning is often associated with older generations, especially those with major assets. As a Millennial, you might not have the same sense of urgency. While the basics of estate planning apply to everyone, Millennials face unique challenges a… Read More
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How Business Owners Can Protect Assets with Trusts

Running a business comes with its fair share of risks. Lawsuits and creditors can wipe out hard-earned assets—both personal and private, depending on your business structure—in one fell swoop. If you’re a business owner, asset protection and co… Read More
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Introduction to the Ohio Probate Process

Probate is a legal process that is often required after the passing of a loved one in Ohio. Its primary purpose is to ensure that the deceased person’s debts and taxes are paid and that their assets are properly distributed to the rightful bene… Read More
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What's the Difference Between Primary and Contingent Beneficiaries?

Estate planning is a critical step in securing your family’s financial future and ensuring that your assets are distributed according to your wishes. One essential aspect of estate planning involves designating beneficiaries for your various ac… Read More
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What Kind of Expenses Can a Special Needs Trust Cover?

People with serious disabilities often need additional financial resources to support and enhance their quality of life. Fortunately, both the State of Ohio and the federal government provide means-tested benefits to support low-income individuals wi… Read More
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What to Discuss with Your Estate Planning Attorney

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… Read More
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What Does it Mean to Liquidate Assets?

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… Read More
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Estate Planning for Unmarried Couples

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… Read More
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