Recent Blog Posts
Tips for Avoiding One of the Biggest Estate Planning Mistakes That Celebrities Make
4/4/2024
It's certainly important to have a will but it's not enough to put together this document one time either by yourself or with the help of an experienced estate ...
Half of All Americans Are Making This Estate Planning Mistake: Are You?
4/3/2024
Far too many Americans believe that estate planning is simply not necessary for them. According to a research study put together by WealthCounsel, 47% of Americ...
Five Occasions to Set Up a Meeting with Your Estate Planning Attorney
6/13/2023
Most people are under the impression that they will not benefit from estate planning because their estate is too small, they don't have children, they are unmar...
It Turns Out That an Overwhelming Number of Americans Are Simply Uncomfortable or Unclear About the Estate Planning Process
6/12/2023
New research shows that Americans, not surprisingly, are uncomfortable with the prospect of investing, retirement planning and estate planning. A study of more ...
The Connection Between Alzheimer's and Estate Planning
6/12/2023
Nearing the end of the year makes for an excellent opportunity to review estate planning documents and determine next steps. However, it's also important to thi...
Reasons to Have the Estate Planning Talk with Your Loved Ones
11/3/2016
Any family conversation about money can be a difficult one, especially when it approaches the subject of mortality and estate planning. Feelings about money and...
Tips for Creating a Solid Estate Plan to Pass Assets On to Your Beneficiaries
10/20/2016
Many individuals who are in the process of putting together or updating their estate plan have worked hard for many decades and hope to be able to pass on asset...
Although Most People Don’t Need to Worry About Estate Taxes, They Do Need to Worry About Estate Planning
10/6/2016
Given that the estate tax threshold is $5.45 million in assets, or double that if you are married, many people don’t have to worry about the federal estate tax....
Remember These Tips If You Are Getting Remarried
8/25/2016
Being married two or three times is becoming a more popular phenomenon than it ever was in the past. This can present unique challenges when it comes to estate ...
What Mark Zuckerberg Can Teach You About Planning for the Future of Your Business and your Estate
6/16/2016
Many individuals who are also business owners may not realize the potential benefits of conducting comprehensive estate planning for their business as well as f...
Top Tips for Selecting an Estate Executor
6/9/2016
There are many key decisions you must make during the process of putting your estate plan together, and chief among them is who will serve as your estate execut...
Using an Irrevocable vs. a Revocable Trust
5/26/2016
Trusts have many different benefits for individuals going through the estate planning process in Ohio, and one of the most common differences between types of t...
What Digital Assets Should Be Included in Your Estate Planning?
5/19/2016
While many individuals understand the basic elements of putting together an estate plan for their physical property, they may not understand the benefits of div...
Leaving Behind a Video Legacy for Your Loved Ones
5/12/2016
There are many important components of estate planning including developing a basic will and potentially trust and thinking about the documents that can be used...
Why Do You Need to Consider Digital Estate Planning Now?
5/5/2016
Many people have probably had the experience of seeing an automatic Facebook update celebrating someone's anniversary or milestone of friendship on Facebook aft...
Estate Planning Lessons from the Estates of Michael Jackson and Prince
4/28/2016
It has recently surfaced that Prince may not have had a will or any other type of estate planning tool to handle the passing of his assets which presents a uniq...
How Do I Know If I Really Need a Will in the State of Ohio?
4/21/2016
All individuals who own any personal or real property should consider the benefits of having a will regardless of the property’s value. This is because the purp...
What Your Will Cannot Accomplish in Ohio
4/14/2016
Although the will is a cornerstone of your estate planning, as an Ohio resident it is important to understand that it may not be able to accomplish all of the g...
Can I Change My Will?
4/7/2016
Your last will and testament has the effect of sounding final, but you are eligible to update this document as you see fit. It’s important to work with an Ohio ...
Divorce and Your Estate Plan
3/31/2016
Probably the last thing anyone thinks about when they get a divorce is their estate plan. But it can be critically important to update your plan as soon as poss...
How Does Increasing Longevity Influence Your Retirement Planning?
3/24/2016
Although most individuals are aware of the benefits of planning for retirement, longer lifespans mean that it's very important to think about the lifestyle you ...
What is a Living Trust Scam?
3/17/2016
Unfortunately, while there are plenty of legitimate living trusts and elder law planning attorneys in Ohio who help put them together, far too many seniors acro...
Retirement Housing is Family Affair
2/25/2016
A recent Baltimore Sun story detailed the rather unusual living arrangement of three older Americans living in the same apartment of their retirement community....
America’s Working Daughters in Crises
2/18/2016
A recent article in The Atlantic focused on what it called a crises facing the many women in the United States who have become the primary care givers for their...
How to Wisely Invest a Big Inheritance
1/28/2016
It’s a fantasy everyone shares — a relative you never really knew passes away after a long and fulfilling life, leaving you a massive inheritance you never saw ...
How Long-Term Care Progresses for the Typical Patient
1/21/2016
Long-term care exists along a continuum, with many patients initially requiring only modest or occasional services and then progressing to increasingly more int...
Estate Planning: Why Estate Taxes Don’t Matter Much Anymore
1/14/2016
It sounds like a shock claim — estate taxes don’t matter in estate planning anymore. We promise, though: this isn’t just about drawing you into our article. The...
Diabetes Raises Your Dementia Risk by 60%
1/7/2016
For several years now, scientists have been exploring a theory that dementia and diabetes progress similarly, and that toxic blood sugar levels may have a causa...
Disinheriting Your Daughter-in-Law: An Unexpected “Dear Abby”
12/31/2015
For generations, “Dear Abby” and “Ask Ann Landers” steered flustered folks toward sensible and socially savvy solutions for everyday problems. Most of those con...
Anxiety Increases the Risk for Dementia
12/24/2015
Feeling anxious? Who isn’t this time of year? Be careful, though — the stress might make you more susceptible to Alzheimer’s disease and other kinds of dementia...
Dementia Will Be a Trillion-Dollar Disease by 2018
12/17/2015
Dementia’s total economic and societal cost currently stands at about $818 billion worldwide. If that sounds like an unfathomably huge number, it is. But it’s a...
A Third of American Beneficiaries Squander Their Inheritances
12/10/2015
There’s a tendency to think about inheritances like lotteries — you’re lightning-in-a-bottle lucky if you get one. That really isn’t true, though. Sure, multi-...
Five Tips for Protecting Your Family’s Inheritance
11/26/2015
Imagine that you buy your best friend a birthday cake, but before you hand it to her, the bakers each take a slice of their own for their efforts. You’re left w...
Communication Is the Key to Effective Advance Planning
11/19/2015
In the campaign to encourage more Americans to engage in advance planning for their retirement years and eventual passing, there is particular emphasis on the p...
Mediation Can Play an Important Role in Ohio Elder Law
11/12/2015
Mediation is increasingly popular in today’s litigation. Nobody likes a fight. After all, by the time lawsuits make their way to court, they’ve often become mes...
Wife Reveals Robin Williams’ Dementia in Emotional “View” Appearance
11/5/2015
For decades, Whoopi Goldberg joined Robin Williams and Billy Crystal in support of America’s homeless as part of HBO’s Comic Relief series. Together, they raise...
How “Star Trek” Got Old Age Right
10/29/2015
Soon, we will live in a world that has more old people than children. Currently, with a population of approximately 7 billion, Earth has about 900 million peop...
For Seniors, Staying at Home Isn’t Always Ideal
10/22/2015
The Wall Street Journal recently told 82-year-old Aldea Campbell’s harrowing story. She lives alone in a house twenty years older than she is. It’s one of the m...
Sibling Rivalry: A Real Concern for Estate Planners
10/15/2015
If Frozen has taught us anything, it’s that even the most loving siblings don’t always get along. As a matter of fact, feuding is what brothers and sisters do ...
When Kids Go to College, Parents Ought to Update Estate Plans
10/8/2015
When your children are little, the big concern in estate planning is making sure the right person will raise them if something happens to the parents. Moms and...