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This post continues what was started last week and includes the remaining smart estate planning moves. Again, this is from Kiplinger online, written by Janet Kidd Stewart and published on 5/9/24. While most of Ms. Stewart's information is worthwhile, I am in total...

Many of us know couples who have lived together for so long that it is assumed they are married. But if they aren't legally wed, what happens when one of them is in a coma in the hospital? Or, tragically, one of them dies?  What do Ohio laws have to say about the...

This article from Kiplinger by Janet Kidd Stewart, published May 9, 2024, is chock full of good tips. It's a lot to digest, so I'll split it into two parts. Here are seven of the thirteen Ms. Stewart recommends. Next week, I'll post the remaining seven tips....

We can look at contesting a will from two perspectives: contesting someone else's will and having your own will contested.  What are some common reasons to contest a will?   1   A very common reason is "lack of testamentary...

I recently published an article about the six worst assets to inherit, so I thought it would be interesting to share an article about the six best assets to inherit. The following was written by the same author as the other piece, David Rodeck (with contributions from...

Are you a planner or more of a "wing it" kind of individual? I think planners are often considered not spontaneous, perhaps inflexible, or even a bit dull (they know what's coming!). Whereas those who like to wing it might be viewed as more...

Before you decide how you want your assets to be distributed after you're gone, please read the following for some good tips.  You don't want to create problems for your loved ones. This article by David Rodeck and Elaine Silvestrini appeared in Kiplinger...

Getting your affairs in order, aka creating an estate plan, is one of the most caring actions you can take for your loved ones. Suppose you have an estate plan already, good for you. But, like many things, this is not a “one-and-done” event. Once you have gone to the...

Until you have personally suffered the loss of a spouse or a close friend, some of these may come as an unpleasant surprise. This article by Evan T. Beach was written for Kiplinger online and published on 2/2/24.  "Some of these could catch surviving spouses by...