What to Do and Not Do with Your Estate Planning Documents

What to Do With Estate Planning Documents

Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to know what to do with them. All estate plans should include, at minimum, two important planning instruments: a durable power Read More …

How to Assist Aging Parents During the Pandemic

Helping Aging Parents During COVID19

If your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and shopping. You may live close by and be able to visit weekly or more often. Or Read More …

Estate Planning Is Even More Important for Unmarried Couples

Estate Planning Single Couples

What do millennial and aging couples have in common?  Trends are showing that more older couples are choosing to stay unmarried, despite being in long-term committed relationships. Most married couples understand the importance of estate planning to transfer assets and Read More …

When Do I Need a Living Will? Is it the Same as a DNR?

Do I need a Living Will?

We’re all fairly familiar with the acronym CPR, for Cardiopulmonary Resuscitation – a process that uses mouth-to-mouth or machine breathing and chest compressions to restore activity in the heart and lungs when someone’s heart has stopped or they are no Read More …

Bringing Up Estate Planning During Your Holiday Visit

Talking ABout Estate Planning to Parents

Do you worry your parents don’t have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More …

Tips for Passing Retirement Benefits to a Child with Special Needs

Estate Planning

Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the beneficiary designations for these accounts. Unfortunately when a Read More …

Understanding the Different Types of Power of Attorney in Ohio: 4 Main Types of POA

Power of Attorney Document

A power of attorney is a very important estate planning tool.  Power of attorney (POA) is a legal document in which you give someone else the authority to act on your behalf and most states will accept powers of attorney Read More …