Organizing Documents and Information for Estate Planning in Ohio

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While most people imagine their death bed when they consider estate planning, in reality, it is about having control over your assets and property during your lifetime and after you pass away. An important aspect of having complete control is the proper organization of related information and documents. By keeping legal documents, bank statements, receipts,… Read more »

The Role of a Guardian in Estate Planning

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When a person is no longer capable of handling their personal or financial affairs, the court appoints another person or entity to take care of these matters on their behalf. A Guardian can be a family member, spouse, parent, relative, or a friend, who will be required to act in the best interests of the… Read more »

5 Mistakes to Avoid in Estate Planning

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Every person has at least something of value – a home, a car, or monetary assets – which they would like to pass on to their loved ones after they pass away. Having an estate plan in place can help smooth the process of transferring the assets to the beneficiaries. Not only can it help… Read more »

How Careful Estate Planning Can Reduce the Likelihood of an Estate Challenge

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Most individuals who create estate plans (especially more elaborate and personalized estate plans) do so because they do not want their heirs and/or beneficiaries to squabble and fight over distribution of assets once they pass. Unfortunately, this goal is not always achieved. In the recent Ohio case Gehrke v. Senkiw, the testator and grantor’s careful… Read more »