» Cleveland Estate Planning

Estate Planning Considerations for Second Marriages

Second marriages can be a welcome fresh start, but they also introduce unique estate planning challenges. When people enter into a second marriage, they often have complex financial and familial dynamics to consider. Proper estate planning is essenti… Read More
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Estate Planning for Millennials

Estate planning is often associated with older generations, especially those with major assets. As a Millennial, you might not have the same sense of urgency. While the basics of estate planning apply to everyone, Millennials face unique challenges a… Read More
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Introduction to the Ohio Probate Process

Probate is a legal process that is often required after the passing of a loved one in Ohio. Its primary purpose is to ensure that the deceased person’s debts and taxes are paid and that their assets are properly distributed to the rightful bene… Read More
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What's the Difference Between Primary and Contingent Beneficiaries?

Estate planning is a critical step in securing your family’s financial future and ensuring that your assets are distributed according to your wishes. One essential aspect of estate planning involves designating beneficiaries for your various ac… Read More
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What to Discuss with Your Estate Planning Attorney

Taking charge of your estate plan ensures that you’re prepared for the future, and helps provide for your surviving loved ones. If you’ve never worked with an estate planning attorney, however, you might not realize what kind of questions they mi… Read More
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What Does it Mean to Liquidate Assets?

When you agree to be the executor of an estate, you’re responsible for a variety of administrative tasks. One key duty is to distribute any property remaining after you’ve paid the estate debts. Sometimes this involves liquidating assets, which i… Read More
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Estate Planning for Unmarried Couples

Marriage isn’t the end goal of every relationship: many unmarried couples live together in long-term partnerships. While marriage automatically grants certain rights, such as inheritance rights, many of the same goals can be accomplished with estat… Read More
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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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