As an Ohio estate planning lawyer, I frequently meet with clients seeking ways to pass property to loved ones while minimizing the costs and delays associated with probate. One option that can work well in certain circumstances is the “Transfer on Death (TOD) designation affidavit”. A TOD affidavit allows real estate to be transferred directly… Read more »
When most people think about estate planning, their first thought is often about what happens after death. However, one of the most important protections a living trust provides in Ohio is during your lifetime—especially if you become incapacitated. Illness, injury, or cognitive decline can leave you unable to manage your own finances and property. Without… Read more »
When someone passes away in Ohio, the property owned in their name alone generally must pass through probate court before heirs can take ownership. Probate can be costly, time-consuming, and public, which often causes unnecessary stress for families already dealing with loss. Many people are surprised to learn that probate can be avoided with proper… Read more »
As an estate planning attorney in Ohio, I’ve spent decades helping families protect what they’ve built. But in 2025, I’m seeing a shift, and it’s not just about legal documents. According to the latest estate planning trends and data, the American Dream is losing ground. Rising healthcare costs, economic instability, and the growing burden of… Read more »
As an Ohio estate planning attorney, I’ve helped many business owners prepare to transfer their companies to the next generation. It’s one of the most important steps you can take to preserve your life’s work, protect your family, and create a lasting legacy. Too often, business owners wait too long to put a transition plan… Read more »
As an estate planning attorney in Ohio, I regularly help clients who are surprised to learn that their online accounts, photos, emails, and digital records don’t automatically transfer to loved ones when they pass away. These digital assets often have real financial or sentimental value, and without proper planning, they can become inaccessible or even… Read more »
When I talk with business owners about succession planning, one of the most commonly overlooked tools is life insurance. Business succession isn’t just about retirement, it’s also about preparing for unexpected events that can disrupt ownership and business operations. The sudden loss of a partner or key shareholder can lead to disputes and financial instability…. Read more »
Selling a business as part of a succession plan requires careful preparation to make sure there is a smooth transition and maximize its value. Whether the sale is to a business partner, family member, or third party, proper planning can help avoid legal complications and certain tax issues. Ohio law provides guidelines for business succession,… Read more »
Running a non-profit organization in Ohio requires careful planning. Part of proper planning includes preparing for leadership transitions. A strong succession plan makes sure that the organization continues to fulfill its mission even when key leaders step down. Without a well-structured plan, a non-profit may face legal, financial, and operational challenges that could disrupt services… Read more »
Planning for management succession is one of the most important steps a business owner can take to ensure the long-term success of their company. In Ohio, effective succession planning not only preserves the value of your business but also aligns with the state’s fiduciary duty standards. Ohio’s fiduciary duty standards require fairness, transparency, and accountability… Read more »