» Cleveland Estate Planning

Planning for Long Term Care

Whether you’re 25, 45 or 65, planning for your own long-term care is a wise decision. None of us know what the future holds, including whether our health will allow us to live independently. According to this 2019 study, 286,300 people are currentl… Read More
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When to Update Your Powers of Attorney

Whether you’re nearing retirement age, are a new parent, facing an chronic illness or any other life changing events, you can benefit from assigning powers of attorney. Powers of attorney authorize specific people, in specific circumstances, to mak… Read More
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What to Do When a Loved One Lacks Mental Capacity for Estate Planning

Estate planning is crucial to preserving wealth for future generations, and ensuring assets are distributed as the testator sees fit. Throughout the course of one’s life, they may change or update their estate plans to fit new circumstances. Creati… Read More
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Why Hire a Professional Fiduciary?

Even when you’re surrounded by loving family and friends, you may not have anyone you can trust with your finances. Whether you’re setting up a will, trust, financial power of attorney or other legal relationship, a professional fiduciary can ste… Read More
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Fulfilling Your Aging Parents' Financial Requests

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… Read More
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Cleveland Estate Planning - What Are Legacy Gifts?

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.… Read More
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Planning Large Gifts for Your Children and/or Grandchildren

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,… Read More
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Chronic Illness - What About Your Property?

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… Read More
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What It Means When Your Child Becomes Your Power of Attorney

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… Read More
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How to Prepare to Serve as an Executor of a Will in Ohio

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… Read More
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