Planning for the future is one of the most important steps you can take to protect your loved ones. Yet many people are unsure whether they need a will, a trust or both. The answer depends on your financial situation, family dynamics and long-term goals. Understanding...
Proud Neighbors In Cincinnati
Proud Neighbors In Cincinnati
Estate Planning & Elder Law
How can an Ohio transfer-on-death affidavit protect your home?
Your home may be one of the most valuable assets you leave behind. An Ohio transfer-on-death (TOD) designation affidavit lets you name who will receive your share of the home after you die without sending the property through probate, the court process for settling an...
3 estate planning documents every modest estate deserves
Many people assume estate planning only matters for those with significant wealth. If a person owns a large home, multiple investments or a business, estate planning seems like an obvious step. However, families with more modest estates often benefit just as much from...
Do you need to leave someone $1 to disinherit them?
To begin making your estate plan, you know that you want to disinherit one of your adult children. Maybe the two of you are estranged and have not seen each other in decades, or perhaps it is for a more practical reason, such as the fact that that child is very well...
Will your kids inherit your credit card debt?
Many people operate with a substantial amount of debt. People often have credit card debt that they pay off on an ongoing basis. Even though they may pay it off at the end of the month, they are constantly making new charges on that account. As you make your estate...
What is the difference between a will and a trust in Ohio?
You have worked hard to build your wealth and you want to make sure it transfers to your family as intended. You may question whether a will or a trust better aligns with your goals. Both instruments can direct your assets under Ohio law, but they operate under...
Understanding durable vs. springing power of attorney in Ohio
When planning for the future in Ohio, the most critical decision involves more than choosing an agent; you must decide when their authority begins. In Cincinnati and throughout the state, residents may choose between two distinct types of financial power of attorney...
Do I need a living will?
As you grow older, you slowly realize that you need to make plans for your future. While a last will and testament can help safeguard your family’s inheritance, a living will can help secure your end-of-life medical decisions. In this blog, we will share two...
3 costly estate planning mistakes you should avoid
Estate planning is an essential part of your life. It consists of wishes involving the protection of your loved ones and the management of your assets and liabilities. Preparing your plan can help you cover all aspects of your estate. However, beware of mistakes that...
What are the implications of remarriage on estate planning?
Remarrying brings both excitement and new responsibilities, especially regarding finances and estate planning. A second marriage can significantly affect asset distribution, particularly when children from previous relationships or blended families are involved....

