Navigating Probate Problems

The loss of a loved one is hard. If you are named as the executor of the estate or are a loved one chosen when no executor is named, you have the responsibility of completing the probate process. Completing the necessary steps set by Ohio...

6 Strategies That Prevent Someone from Contesting Your Will or Trust

If you expect your estate to go through the probate process, you hope for a resolution without conflict or legal complications. However, it can be challenging to foresee a family member or any “interested party” contesting your Will after your death. The reality is that...

Why You Should Incorporate Charitable Giving into Your Estate Plan

You’ve named the beneficiaries in your Will, but would you like an additional way to leave a meaningful legacy for years to come? Think about including charitable donations in your estate plan. Turning to a reputable Cincinnati lawyer with expertise in taxation law and estate...

Protecting Older Adults from Financial Abuse and Exploitation

In 2023, over 101,000 adults over 60 fell victim to financial abuse and scams, resulting in about $3.4 billion in stolen funds. The individuals committing these offenses are strangers and people the victims trust. You can implement several strategies to protect yourself and your loved...

Who Has Power of Attorney After Death If There Is No Will?

A power of attorney (POA) is an important mechanism that can protect you and your estate, primarily when you can’t act in a legal capacity to make decisions about your finances or medical care. There is often confusion about how long a POA lasts or...

Durable vs. General Power of Attorney: What’s the Difference?

A power of attorney document is one of the most important tools to incorporate into your estate plan. Even if you enjoy relatively good health, life can hit you with the unthinkable. If you end up incapacitated due to illness or injury, you’ll need a...

What’s the Purpose of an Estate Plan?

Estate planning can be an easy task to overlook or put off, especially when it involves dealing with tough issues like choosing beneficiaries to receive your assets when you die. Some people may not even consider developing an estate plan because they think they don’t...

Amending Your Estate Planning Documents

Getting married, having a baby, and other life-changing events can have financial implications and affect how you manage your assets and property. You may be wondering whether you can change your currently existing documents, and the answer is “it depends.” Life is all about change....

“Do I Need an Estate Planning Attorney?” The Answer’s Most Likely “Yes”.

Some people think that they don’t need a probate or estate lawyer because they’re not independently wealthy or don’t own multiple properties. However, if you have a family or assets, a legal professional in estate planning can provide a valuable service. Regardless of your situation...

What Documents Do I Need for Estate Planning?

Estate planning involves deciding who will receive or manage your assets and property after you pass away or become incapacitated. Some people avoid or put off estate planning because they don’t know all the decisions it involves or what forms they’ll need. If you want...

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