Articles

Updating Your Estate Plan After a Serious Diagnosis

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… Read More
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Planning for Gen Z Beneficiaries

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… Read More
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Should You Share the Specifics of Your Estate Plan?

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… Read More
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Estate Planning Is Especially Important for Women

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… Read More
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How Life Insurance Can Assist in Estate Planning

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… Read More
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Estate Planning for High-Net-Worth Individuals

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… Read More
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How Taxation Affects Your Estate

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… Read More
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When Is a Conservatorship Used?

Conservatorships are one way to protect assets when the asset owner is unable to manage them on his/her own. You may be familiar with this concept from Britney Spears’ widely publicized battle against her own conservatorship. In Ohio, conservatorsh… Read More
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Estate Planning for Single People

For single, unmarried individuals that do not have children, creating an estate plan is very important. First, if you pass away without a will, your assets will be distributed to your next of kin according to state law. If you have no living relative… Read More
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Factoring Stepchildren into Your Estate Plan

Blended families are more common than ever, but they can also present unique estate planning considerations. Unless you adopt your stepchildren, they do not automatically have inheritance rights. Furthermore, it’s possible for your adopted and/or b… Read More
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