Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Trust With Strings Attached
Learn about incentive trusts, which set conditions for distributions, and how they can motivate heirs while avoiding legal issues. Get expert estate planning advice.

Date: 06/09/2014 Category: Trust & Estate Administration
Ohio Elder Justice Initiative
"Older Ohioans are vulnerable to abuse, neglect, and financial exploitation for a number of reasons," Attorney ... Elder Law

Date: 06/07/2014 Category: General
Scam Alert! Estate Planning Victims Beware
One surprising area in which scams are becoming more common is estate planning. Each year, more people fall victim to ... Estate Planning

Date: 06/05/2014 Category: Estate Planning
Estate Planning Goals For Married Couples
Knowing these objectives help both the couple and their estate planner determine what might be the best way to structure ... Estate Planning

Date: 06/04/2014 Category: Estate Planning
Charitable Giving Options – Think Beyond Cash
One way to fulfill your philanthropic goals is to provide for a particular charitable cause or organization in your estate ... Estate Planning

Date: 06/03/2014 Category: Estate Planning
Cohabitating Couples: Why Some Choose Not To Marry Later In Life
For many, the decision to remain single is a matter of money. A partner who remarries stands to lose alimony, Social Security ... Estate Planning

Date: 06/02/2014 Category: Estate Planning
Have You Appointed Guardians For Your Minor Children?
Being a parent is full of surprises and requires constant judgment calls and adaptation. Try as you might to cover all the ... Estate Planning

Date: 05/31/2014 Category: Estate Planning
Kids – What If You Don’t Get The Inheritance You Were Expecting?
If you are expecting an outright inheritance, you may need to think again. Expecting a sizeable inheritance? A recent Forbes ... Estate Planning

Date: 05/25/2014 Category: Probate
Elder Abuse Cases: For Every One Reported, Five Go Unreported
"The number of elder abuse reports continues to increase slightly every year," said Jill Berntson, social services ... Elder Law

Date: 05/24/2014 Category: General
Increasing Expense Of Long-Term Healthcare
The new Genworth numbers also provide yet more evidence that you need to save a good chunk of money for potential long-term ... Elder Law

Date: 05/23/2014 Category: Estate Planning
Clearing Out The Family Home Without A Brawl
Experts share tips for getting the job done and keeping the peace. Clearing out the family home? How do you keep the ... Inheritance

Date: 05/22/2014 Category: Estate Planning
Estate Planning Defense
To grasp the importance of planning for the distribution of your worldly goods, consider all the things that influence what ... Estate Planning

Date: 05/21/2014 Category: Estate Planning

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.