Estate Planning

Many people think estate planning is only for older people, but starting early offers significant benefits. In Ohio, early estate planning is crucial to sound financial planning, ensuring the protection of assets and loved ones. Protect your loved ones Early estate...

In estate planning, you might assume that dividing assets equally among your children is the best approach. However, unequal inheritance could be a more suitable option in some situations. Understanding this sensitive topic and considering when you might contemplate...

Deciding on a trustee for your estate plan can shape the future of your legacy. This person will handle your assets and follow your wishes after you're gone. It's a big job that needs specific skills and personal qualities. As you think about who to choose for your...

No matter your age, a personalized estate plan can give you peace of mind. It is a way of protecting your loved ones and ensuring your wishes are honored. Usually, individuals consider wills and trusts when creating their estate plans. Still, other legal documents,...

Estate planning is essential in securing your financial future and protecting your loved ones. However, creating an estate plan is more than just a one-and-done task. Your estate plan should evolve with your life changes. It is essential to know when you should...

Protecting a family business requires thoughtful estate planning. A strong plan ensures that the business continues to thrive even after the current owner steps down.  Without proper planning, a family business may face disputes, financial difficulties or even...

Imagine your long-time partner lying unconscious in a hospital bed. You rush to their side, only to find out that you cannot access their medical information or make medical decisions about their care. Unfortunately, this scenario is a reality for many unmarried...

As we age, our priorities often shift from building a life to securing a legacy. For single older adults, this can be a particularly daunting task. Without a spouse or partner to rely on, it's essential to take control of your estate planning to ensure your wishes are...

Going through a divorce can be an emotionally and financially draining process. Amid the many changes that come with ending a marriage, updating your estate plan might not be at the top of your priority list. However, it should be. Why is this step so important?...

Some people may associate drafting a will with passing on, but it can be a fundamental part of an effective financial plan. These documents can help you organize your finances efficiently, especially if you have high-value and complex assets that could be challenging...