Articles

Trust Funding: A Quick Guide to Funding Methods

Trusts can be a powerful tool for managing and distributing your assets. However, you’ll still need to fund that trust with various assets. Funding a trust involves transferring assets from your individual ownership into the ownership of the trust.… Read More
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Taxation and Estate Planning: Strategies to Minimize Your Tax Liability

Estate planning involves much more than simply deciding who will inherit your assets after you’re gone. It also requires careful consideration of tax implications. Several types of taxes can impact your estate plan, including: Estate tax: This… Read More
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Make a Plan to Care for Your Minor Children in Your Estate

Estate planning is not just about distributing assets—it’s also about ensuring the well-being and future of your loved ones. If you have minor children, creating a comprehensive plan for their care is a key aspect of estate planning. Choose a… Read More
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What to Do if You Suspect Someone is Stealing from a Trust

Trusts are established to protect assets and ensure they’re used for their intended purposes. Unfortunately, cases of mismanagement or even outright theft can occur. If you suspect that a trustee is not fulfilling their duties, take quick actio… Read More
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Special Needs Trusts and Structured Settlements

Structured settlements and special needs trusts are designed to provide financial security and peace of mind for individuals with disabilities. While they serve different purposes, when used together strategically, they can help protect assets, prese… Read More
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How to Contest a Will in Ohio

Contesting a will is a legal process that involves challenging the validity or terms of a testamentary document. In Ohio, several grounds may warrant contesting a will—but it’s rarely as easy as popular culture makes it seem. Who can contest a wi… Read More
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Understanding the Role of a Trustee

Trusts are an essential tool in estate planning. They offer a structured way to protect, manage and distribute assets to beneficiaries. Every trust requires a trustee, who is responsible for managing trust assets and ensuring that the grantor’s… Read More
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Estate Plan Considerations for Service Members

If you’re a military service member, it’s important to have an estate plan. Estate plans protect your family in the event of your passing, but they also help protect your finances during deployment and empower someone to make medical decisions on… Read More
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Can You Dispute a Creditor Claim Against an Estate?

Dealing with the financial aspects of an estate can be a challenging and emotionally charged process, especially when creditors come forward with claims against the deceased person’s estate. When creditors assert their rights, it’s import… Read More
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Why Executors Should Work with Professionals

Executing an estate can be a challenging and emotionally taxing responsibility. As the appointed executor, the burden of managing the deceased’s affairs and settling their estate falls on your shoulders. Working with professionals like James Ba… Read More
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