Do you have an existing estate plan or estate planning documents such as powers of attorney, a last will and testament, and/or a revocable family trust agreement, and you’re not sure when you may need to review or update your plan? There are many life events that should trigger...
Read moreDo you or someone you know have a custodial account, such as a 529 (Blackrock, College Advantage, etc.), custodial bank account (checking or savings), a Uniform Transfer to Minors Act account, or other account, set up for the benefit of minor children or grandchildren? These accounts may be subject...
Read moreWhen a child reaches the age of eighteen (18), in the eyes of the law they become an adult and are responsible for making their own medical and financial decisions. For many parents, the concept that their child is now an adult does not necessarily mean they want their...
Read moreWhen considering a person’s options for probate avoidance in the state of Ohio, specifically with respect to the transfer of ownership of real property (or real estate), there are a few options to consider. Ohio law allows for two or more persons to own property jointly with rights of...
Read moreDo you want to provide for or leave your assets to your grandchild or grandchildren upon your death? This desire is not uncommon. Some people want to provide for their grandchild in place of their deceased child, others want to skip a generation and provide for a grandchild instead...
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