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The following post is a repeat of one I published more than a year ago but it fits well with my current series of Estate Planning Common Questions so here it is!   According to the Ohio Bar’s website, probate is “a legal proceeding to administer certain...

I found the following article at Forbes online on 1/28/25. This timely piece, written by Matthew F. Erskine, JD provides a good overview of how the new administration’s proposals and executive orders may impact estate planning in the future.    The Trump...

When I consider all the elements within estate planning, I think a trust is the one that is the most confusing to folks. So this week, I'll cover the basics of what a trust is and how it might benefit you and your loved ones. Don't worry—I won't get too far into the...

If you have aging parents, this article offers some good information about estate planning. I found it online at Kiplinger. It was published on 3/1/24 and written by Justin Stivers, Esq. "Protecting assets isn't the only goal. Managing health care and taxes are also...

Today’s post in my series about Estate Planning Common Questions concerns a legal document called a Power of Attorney.  First, a Power of Attorney is providing legal authority to someone else to act on your behalf. Clearly, you would choose an individual you...

Estate plans should never be cookie-cutter. Each estate plan should be customized to your unique situation and needs to protect you, your loved ones and assets. Anytime you can learn how to ensure your plan is the best it can be, is a good thing. The following...

This continues my series related to estate planning and common questions; this post is about a living will, what it is, and if you need one.   First, a living will is a legal document that outlines your wishes regarding medical treatment and end-of-life care in...

I have found Kiplinger online often has some very informative articles about estate planning, among other topics.  This is one of them, published on 12/30/24 and written by Adam Shell.  Take a look. "What is a living trust? A living trust lets you decide how...

In reality, how terrible is it not to have a will? Especially if you're single or married without children? Here's the scoop.     IF YOU DON'T HAVE A WILL: When someone dies without a will, they are said to have died "intestate," and the distribution of...