» Cleveland Estate Planning

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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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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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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How to Leave an IRA to Your Heirs

Individual Retirement Accounts (IRAs) often comprise a significant portion of a person’s estate, making it essential to carefully plan for the distribution of these retirement assets. Unfortunately, IRAs are prone to estate planning errors, and the… Read More
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Help! I Found Assets After an Estate Was Closed

When you agree to be or are appointed as fiduciary of an estate, you’re taking on a lot of responsibilities. Fiduciaries, known as executor or administrator, must locate assets, make an inventory, pay the estate debts and distribute the remaining a… Read More
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Estate Planning Essentials for Digital Nomads

In a time where remote work is more common than ever, estate planning for digital nomads is a critical consideration. These individuals, often American citizens living and working in various states and countries, can face unique estate planning chall… Read More
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