Learning Center

Is probate really that bad? Let’s unpack this question. I have met a lot of clients who say, “We definitely want to avoid probate. That’s just too time consuming and expensive.” This is not [...]

Have you thought about estate planning for your car? If not, you probably should. Ohio law allows you to designate a Transfer on Death Beneficiary (TOD) on an automobile title. This is just like [...]

It’s summer after all. It’s time for some new memories to be made at the family vacation homes. The vacation home is one of those assets that really needs some special consideration. Usually [...]

Transfer on Death Designation Affidavits are very popular estate planning tools. The basic idea is simple. When a person dies owning real estate, the deceased owner can name a person to inherit [...]

Choosing the executor should not be an overlooked aspect of the estate planning process. I prefer clients that clients have made this decision before they meet with me. Here are some [...]

What should you do to get organized for estate planning? Make a list of all of your accounts and account numbers. This includes checking, savings, retirement, and brokerage accounts. You should [...]

Retirement accounts do not always get much attention when clients are estate planning. It’s easy to think, “Well, I’ll talk to my financial advisor and make sure that she has the names of all of [...]

Did you take title to your home with a survivorship deed? The first place to look to determine the future ownership of real estate is with the county Recorder’s office. If two or more people own [...]

Retirement accounts are often a large part of someone’s estate. It is extremely important to plan who will inherit these accounts. Even without the changes to the law in 2020, you should review [...]

When planning for a blended families, it is important to keep a few things in mind. In Ohio, a surviving spouse has certain rights at the death of their spouse. These rights include the ability [...]