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We are here to listen, learn & help

FREE 30 minute Telephone/Virtual Consultation

Providing The Advice & Guidance You & Your
Family Need To Make Informed Decisions

Providing The Advice & Guidance You & Your Family Need To Make Informed Decisions

What can I do to assist my executor?

After you die, there is nothing more you can do to help your executor close out your estate, so you should think of anything you can put into place while you are alive to help your executor. With all the assets your estate may contain and all the arrangements your...

When should you update your estate plan?

You must look at Ohio law to determine how to manage your estate plan. Laws can differ from state to state, as each state has its own way of handling estate plans. Some things remains true throughout all states, though.  One of these things is when you need to change...

Does Medicare cover assisted living?

Many people believe that all aspects of estate planning only come into effect after death, but this is not true. Considering how Americans are living longer lives than ever, careful financial planning for your golden years is essential. The realities of old age mean...

Estate planning for your newborn

You and your partner are having a baby. You have checked off all the essential tasks on your list, but have you thought about estate planning?  No one likes to think about tragedy striking a young family, but not having an estate plan in place can make an unbearable...

Estate planning as a young adult

For adults of any age, it is never too early to think about estate planning matters. Even for younger adults with modest assets, having an estate plan in place offers multiple benefits. Some people assume that wills and trusts only take care of assets and that those...

Does every estate go to probate?

Probate can be a very helpful process for many estates. It allows an executor and family to ensure they follow the law when handling the estate property. However, if someone dies who owns very little, is probate necessary? You may wonder about this if you have had a...