If you have an estate plan, then you’re already in better shape than the two-thirds of American adults who don’t. But when is the last time you checked your plan to make sure everything is up to date? An estate plan is not something you should just set and forget. Major life events, family circumstances, … Continue reading “When to Review and Update Your Estate Plan”
When you hear the term “trust fund” what comes to mind? Many people think of trust funds as a way for wealthy families to transfer assets from one generation to the next. Trusts are not just for the rich, however. Middle class families, single parents, and young couples with children can benefit from setting up … Continue reading “Setting Up a Trust in Ohio as Part of an Estate Plan”
Time and experience have shown that having a Last Will and Testament (a Will) and Directives (Health Care Power of Attorney and Financial Power of Attorney) are some of the most fundamental acts of kindness you can show toward your loved ones. These Ohio estate planning documents help your family know your wishes and avoid … Continue reading “Estate Planning is Fundamental to Your Peace-of-Mind”
Many people think you need to be wealthy to have a Last Will and Testament (a Will). But everyone age 18 and over should have a Will, even if it’s for one item or one account that you want to pass down to a specific person. Preparing for the end of life can be an … Continue reading “Why Everyone Needs a Will”
