Whether a trust is included in your estate plan, or you’ve been asked to administer a trust, it’s important to understand the duties of a trustee. Permitting someone to manage considerable sums of money, property or other assets is a serious unde…
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Bart has recently been featured in Attorney At Law magazine, discussing everything from his practice to his family life. You can see the article here.
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A great way to leave a legacy is to provide for a charity during your lifetime and/or after you pass away. There are many options available to accomplish this. Providing for a charity upon death can be as simple as designating the organization as a b…
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CLEVELAND ESTATE PLANNING ATTORNEY If your parents make a simple, one-time request, you should not run into too much trouble when you go to fulfill it. If your parents’ financial requests are numerous, or will be numerous, however, constantly actin…
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OHIO ESTATE PLANNING INFORMATION As you contemplate your estate plan, you may wonder whether there is a way to invest in the future or to help others live the kind of life you enjoyed. In estate planning, we call these types of devises legacy gifts.…
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OHIO ESTATE PLANNING INFORMATION Why Do You Want to Make a Large Gift to Your Children? The first step in planning to make a large gift for your children is to consider your motivations for doing so. Are you trying to minimize your exposure to taxes,…
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CLEVELAND ESTATE PLANNING LAWYER According to the Center for Disease Control, over one-third of all Americans suffer from chronic illness. If you or someone you love is one of these Americans, you should know that chronic illness can impact an indivi…
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CLEVELAND ESTATE PLANNING INFORMATION WHAT IS A POWER OF ATTORNEY? A power of attorney is an authorization to act on your behalf or represent your interests. There are different types of powers of attorney. Typically, a power of attorney is granted t…
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CLEVELAND LAST WILL AND TESTAMENT ATTORNEY 1. Locate and Review the Will. As executor, you should know where the testator’s will is located. (The testator is the person who executes a will.) Preferably, you should also know what the will says, so y…
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CLEVELAND ESTATE PLANNING INFORMATION THE LIVING WILL A living will speaks for you when you are unable to speak for yourself. In Ohio, living wills activate when your attending physician and another physician determine that you suffering from a termi…
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