Estate Planning Archives - Page 5 of 7

June 2, 2025

HOW TO LEAVE YOUR RETIREMENT ACCOUNT TO YOUR MINOR CHILD

Your retirement account may be one of the most valuable things you own. Many people choose to name their children as the beneficiaries of these...
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June 2, 2025

SHOULD YOU SHARE YOUR ESTATE PLANNING DETAILS WITH FAMILY

When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your...
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June 2, 2025

WHAT THE LAST SURVIVING SPOUSE RULE MEALS FOR ESTATE TAXES

Estate planning is especially important for married couples. Many people choose to have these documents created to minimize and avoid estate taxes. When left unchecked, estate...
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June 2, 2025

SURVIVOR’S TRUST VS. JOINT TRUST

Many married couples share almost everything, including finances. Many of our clients choose to have one joint living trust instead of two. A joint trust...
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June 2, 2025

6 WAYS A TRUST PROTECTOR CAN HELP YOU

Trust protectors have been regularly used for high-end trusts in offshore accounts and are becoming more common. Essentially, a trust protector is someone who serves...
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June 2, 2025

5 RESONS TO DECANT A TRUST

Today, many estate plans contain multi-generational irrevocable trusts. Because trusts like these are designed to span multiple decades, they should include trust decanting provisions to address changes...
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June 2, 2025

SECURE A LEGACY OF LOVE: HOW TRUSTS CAN PROTECT YOUR ENTIRE FAMILY—PAWS INCLUDED

As an estate planning law firm, we often come across clients who, beyond securing their own futures, are fervent about safeguarding the well-being of all their loved...
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June 2, 2025

Creating a Special Needs Trust for Children with Autism

Are you a parent to a child with special needs? If so, you understand the unique challenges and uncertainties that come along with this responsibility,...
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June 2, 2025

How to Avoid Probate in Ohio: Essential Strategies

Probate is the legal process through which a deceased person's estate is administered. While it serves a necessary function in settling debts and distributing assets,...
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June 2, 2025

HOW TO CHOOSE THE RIGHT DEED FOR YOUR PROPERTY: TRANSFER-ON-DEATH, QUITCLAIM AND GENERAL WARRANTY DEEDS

Navigating the world of property deeds can be daunting for homeowners. Yet, understanding the differences between Transfer on Death deeds, Quitclaim deeds, and General Warranty...
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