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According to the most recent US Census figures (2019), "The number of unmarried partners living together in the United States nearly tripled in two decades from 6 million to 17 million or 7% of the total adult population". The statistics are likely about the...

Can a spouse override a beneficiary in Cincinnati? The short answer is no. But let's look at this more closely, so we understand how it works. When we think of a beneficiary, we generally think of instruments such as life insurance policies. Those always come with the...

I found this article online at GOBANKINGRATES.com. It was written by Rachel Hoffman (with contributions by Jake Arky and Jordan Rosenfeld) and published on 10/3/2022. Read on to discover why these super-wealthy individuals won’t (or didn’t) share their riches with...

If you die without a will, that is called dying “intestate.” How complicated it gets from that point forward depends on at least a few key factors. First, how many individuals would be in line to inherit? A spouse, one or more children, siblings, parents? If you have...

As an estate planning attorney, I found this article by Michelle Herting for The Press-Enterprise quite interesting. These are good points to remember as you create or update your estate plan.      "One of the most attractive features of a trust is that it allows you...

Most estates have to go through probate in Ohio though there is an abbreviated process if the estate meets specific qualifications. But first, let's define probate and its purpose. Then we can review what assets usually do not need to go through probate. And last,...

Most estate planning attorneys would agree you want to avoid going through probate if possible. There are legal ways to spare your loved ones from it. "Essential Strategies to Avoid the Pain of Probate" appeared online in the La Jolla Light on April 10, 2023. Parisa...

Naming a beneficiary can be easy or not. It strictly depends on your unique situation. So who should you NEVER name as a beneficiary?    Before we go on, remember beneficiaries may be individuals or organizations such as charities. And you have beneficiary...

Here is the final part of the series on “Clean Out Your Estate Planning Attic,” from Forbes, published March 19, 2023, and written by Martin Shenkman. The content in this last part really digs in on what you should review and update. It looks like a lot, but you can...