Preparing to transfer assets and wealth to family members and loved ones during life is a very important consideration that demands thorough, efficient, and personalized planning. This process will involve determining the right amount and type of personal assets [...]
The SECURE Act passed in 2019 significantly changed how retirement accounts are inherited. The SECURE Act stands for Setting Every Community Up for Retirement Enhancement. Before the SECURE Act, when an individual inherited a retirement account, he or she [...]
In Ohio, probate courts will validate or sometimes invalidate a person’s Will. This process will also fulfill other functions, such as supervising the party named in the Will, known as the executor, to make sure the decedent’s last requests [...]
Estate planning should be an on-going process rather than a one-time transaction. Changes in life and in the law are inevitable, and it is important to keep your estate plan up to date. When you put your estate plan [...]
What is a health care power of attorney? A health care power of attorney is a legal document used to name someone and give them legal authority to make medical decisions on your behalf if you become unable to [...]
