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Why Consider Special Needs Estate planning is an essential step for families who want to protect loved ones and provide long-term stability. When a beneficiary has special needs, planning becomes even more critical. Without the proper legal structure in place, a well-intended inheritance can unintentionally cause financial harm, disrupt essential government benefits, and create uncertainty …

Planning for Families with Special Needs Beneficiaries in Ohio Read More »

On July 4, 2025, the One Big Beautiful Bill Act became law (Public Law 119-21) and introduced a number of permanent and temporary changes with meaningful implications for estate planning. Key Highlights for Estate and Gift Planning Permanent increase in exemptions. Beginning January 1, 2026, the estate, gift, and generation-skipping transfer (GST) tax exemptions permanently …

One Big Beautiful Bill Act and YourEstate Plan: What You Should Know Read More »

As cryptocurrency becomes more widely used, more families in Ohio are including digital assets as part of their overall financial picture. Whether you own Bitcoin, Ethereum, or other digital currencies, it is important to consider how these assets will be passed on when you are no longer here. If you hold cryptocurrency, you must ask …

Estate Planning for Cryptocurrency: Do Not Leave Your Digital Wealth Behind Read More »

Most of us assume we will always have control over our own decisions, finances, and future. However, life is unpredictable. If you suffer an illness, injury, or mental decline that leaves you legally “incompetent”, Ohio’s Probate Court can appoint a guardian to take over your affairs—potentially against your wishes.This process, known as probate guardianship, can …

Probate Guardianship – What It Is, Why It Matters & How to Avoid It Read More »

There is no accounting for the many curveballs life can throw your family’s way. One day, you are the happy parent to a child who is full of laughter and sunshine. Next, you may be forced to face up to the possibility that you have to leave your child alone in the world due to …

How Can I Plan for the Care of Minor Children and Dependents? Read More »

As of 2024, the United States has a crude divorce rate of 2.4 per 1,000 marriages, which is substantially above the global rate of 1.6 per 1,000. In other words – divorce is surprisingly common in the U.S., with the issue having an impact on your estate planning. Those issues become more complex if you …

Estate Planning for Blended Families – The Key Tips to Follow Read More »

Probate court. For many people in Ohio engaged in estate planning, helping their beneficiaries avoid the time-consuming process of avoiding these courts is a key priority. That is no surprise—it can often take nine to 18 months to clear probate so your assets are distributed to your beneficiaries, with larger and more complex estates taking …

Disadvantages of TOD and PODs to Named Individuals Read More »

As you age, the prospect of requiring nursing care rises. It is a reality that many Americans have to face – there were around 1.3 million Americans living in nursing homes in 2020 according to the Centers for Disease Control, with that number likely to double by 2050. Around 75,900 of those current nursing home …

What Is a Medicaid Asset Protection Trust? Read More »

What will happen to your assets when you die? It is a big question, yet it is one for which far too few Americans have a solid answer. That was revealed in a 2020 Gallup survey, which showed that only 46% of American adults have a – or any estate planning – that defines what …

Will Versus Trust in Ohio – Helping You Understand the Differences Read More »