The Impact of Family Life During Retirement

How to Incorporate Digital Assets and Online Accounts into Your Estate Plan

While many people think of distributing assets such as real estate, bank accounts, and vehicles when planning their estates, it’s important not to overlook assets in digital form. In today’s technology-driven society, most people possess several… Read More
Read More
Categories: Estate Planning
Nurse Discussing Healthcare Plan with Senior Couple

The Importance of Incapacity Planning

The unexpected can happen at any time — and a person can suffer a debilitating illness or accident-related injury at any age. While a last will and testament only goes into effect upon your passing, it’s crucial to have the necessary legal docume… Read More
Read More
Categories: Estate Planning
A senior citizen signing a document.

Differences Between a Transfer on Death Account vs. a Payable on Death Account

If you’re beginning the process of estate planning, there are a wide range of tools that are available to you. Payable on death accounts and transfer on death accounts are two designations that can be used to transfer assets to your loved ones afte… Read More
Read More
Categories: Estate Planning
Senior couple, documents and sign contract for life insurance or home mortgage. Discussion, signature and retired elderly man and woman signing legal paperwork for will or loan application together.

Estate Planning Tips to Help Avoid Sibling Rivalry

Even when siblings seem to get along, underlying family conflicts can rise to the surface when a parent passes away. Grief, stress, heightened emotions, and unresolved issues from the past can be exacerbated by the process of administering a parentâ€â€¦ Read More
Read More
Categories: Estate Planning
Hanging file folder labeled with Estate Plan

What Happens When You Don’t Have an Estate Plan?

Having a comprehensive estate plan in place is crucial if you wish to control what happens to your property after you pass away. However, many people delay creating an estate plan or think they don’t need one. This is a mistake that can lead to an… Read More
Read More
Categories: Estate Planning
Senior couple talking with a home caregiver in living room at home

What is Long-Term Care Planning?

As we age, planning for the future becomes increasingly important. The decisions and costs associated with extended care can place significant stress on individuals and their families if a plan isn’t in place. Long-term care planning is a thoughtfu… Read More
Read More
Categories: Estate Planning
Blended family with five children outdoors at a park

Tips on Estate Planning for Blended Families

When it comes to estate planning, there are many unique considerations for blended families. While you might wish to provide for both your children and stepchildren (and sometimes even a former spouse), it’s essential to understand the legal requir… Read More
Read More
Categories: Estate Planning
Medical Advance directive form and book with glasses.

Types of Advance Directives in Ohio

Estate planning encompasses much more than what will happen to your assets when you pass away. It also empowers you to make choices about the healthcare you would like to receive (or not receive) if you cannot make these decisions for yourself. Impor… Read More
Read More
Categories: Estate Planning
Senior woman filling out financial statements

Legal Documents Every Senior Should Have

As you grow older, you might begin thinking about how to ensure your objectives will be carried out when you pass away. But it’s important to understand that estate planning involves much more than executing a last will and testament — it also ha… Read More
Read More
Categories: Estate Planning
Financial advisor consultation with clients on retirement, finance planning or investment and document on laptop screen. Accountant woman, senior people and pension advice, asset management or budget

What is Incapacity Planning?

A comprehensive estate plan doesn’t only include instructions for what will happen to your property when you pass away — it should also include a plan for incapacity. Incapacity planning specifies who will handle your financial and business affai… Read More
Read More
Categories: Estate Planning