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Statistically, only about 50%, or fewer, of adult Americans have a will. There are many reasons the other 50% don't. Those reasons range from knowing they SHOULD have one but can't find the time to do it to those who think they don't need one. Today, I want to talk to...

I advise my clients to keep their estate planning documents in a secure location, such as their home safe or locked drawer that may contain all your important papers. And to let appropriate loved ones know. I have never advised them to tuck it between their couch...

According to the Ohio Bar’s website, probate is “a legal proceeding to administer certain kinds of property (called probate property) owned by someone who has died (the decedent), to see that claims, expenses, and taxes are properly paid, and to see that the remaining...

During my many years in estate planning, I've recognized that second marriages can sometimes make estate planning more complex. This is all the more reason to work with an estate planning attorney with considerable experience in this area. It's easy to overlook or...

Before we discuss the pros and cons of a living will, I'll provide a quick definition of what it is. A living will, also called an advance directive, is a legal document that allows an individual to state their wishes for end-of-life medical care if they cannot...

A wide variety of trusts are available to clients, but here are a few that are, for lack of a better term, the "popular ones." This is a quick overview I found online at mondaq 12/14/23. Daniel J. McGuire wrote it. "When setting up an estate plan, often the most...

You, and many others, might think that estate planning strategies, tactics, and tools haven't changed over the years. No one would blame you for thinking that way. From an outsider's perspective, it appears pretty static: wills, trusts, and legal documents such as...

People often feel that a review of the last year is in order when the new year begins. Whether it is from a business or personal perspective. Did you meet your career goals? Maybe you were working towards a promotion or raise, or both. What about your personal goals?...

I have never been a fan of New Year’s resolutions because they usually set people up for failure and then feel bad about themselves. We all know the main reason resolutions are not kept simply because they are impossible. Vowing to lose lots of weight, exercise more,...