Estate Planning Archives - Page 2 of 5

June 3, 2025

ESTATE PLANNING FOR BUSINESS EXECUTIVES

As a business executive, you're used to strategizing and meeting career goals. But have you devoted time to strategizing and creating goals to protect your...
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June 3, 2025

Don’t Forget to Include Your Cryptocurrency in Your Estate Plan

Many people view cryptocurrency as the next great investment strategy. But, like with any investment, sometimes things don't go as planned. If you own crypto...
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June 3, 2025

4 THINGS YOUR SPOUSE SHOULD KNOW BEFORE YOU DIE

Married couples share many aspects of their lives with each other. But when it comes to death, even the closest couples can become tight-lipped. We...
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June 3, 2025

SPOUSAL LIFETIME ACCESS TRUSTS (SLAT)

No one wants to pay more taxes than they have to. To complete this objective, many people use unique estate planning tools. If you have...
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June 3, 2025

HOW TO CHANGE OR REVOKE A WILL IN OHIO

For many people, the will is the central document of their estate plan. When accompanied by powers of attorney, advance directives, trusts, and other important...
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June 3, 2025

SECURE YOUR CHILD’S FUTURE: ESTATE PLANNING FOR SINGLE PARENTS

If you have a minor child that depends on you, you need an estate plan. Who will care for your child if you're unable to?...
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June 3, 2025

ESTATE PLANNING FOR BOOK COLLECTORS

A person's belongings—such as jewelry, furniture, pictures, and books—sometimes slip through the cracks of their estate plan. While certain valuables may be accounted for in...
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June 3, 2025

WHAT NOT TO INCLUDE IN YOUR ESTATE PLAN

On this blog, we spend a lot of time talking about what you SHOULD include in your estate plan. Most people should have a will...
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June 3, 2025

TESTAMENTARY TRUSTS AND WILLS

One of the main reasons families create trusts is to avoid probate. Probate is the court process during which a deceased person's estate is distributed....
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June 3, 2025

HOME TITLING FOR CO-OWNERS

At a time of record home unaffordability, more people are teaming up with friends and family to realize the homeownership dream. According to the National...
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