attorney
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
Finding the Right Fit: Questions For Prospective Wills and Trusts Attorneys
It goes without saying that estate planning is incredibly important and is more than just having a will or a trust. Estate…
Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke
There are many ways to own your assets. When you die, it is only natural that you want your family to share…
Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth
Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows…
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank…
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this…
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned…
The One Thing Every New Grandparent MUST Do As Soon as Possible
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything — including how you approach your finances…
Not Married? You’re not alone – but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes
Approximately half of America’s population over the age of 18 is unmarried. While much of the discussion involving estate planning focuses on…
Probate
The much maligned, and rightly so, probate process occurs after death. It’s the court supervised process of authenticating the will, gathering assets,…