A significant part of your estate planning is to make sure that your family, in particular those that you identify as your fiduciaries whether executors under your Will or trustees under your Trust, know the extent of your assets as well as where they are located, in what institution...

As parents we grow accustomed to having authority to assist in and/or make decisions for our children. We also expect direct, unquestioned access to our children’s medical and school records. All of this changes when our children reach the age of majority which is 18 years old in most...

PBJ, ham and cheese, roast beef. While these all sound delicious, these are not the kind of sandwiches we are talking about. Individuals who are in the stage of life where they are working hard to provide bright futures for their children, while also caring for their aging parents...

A letter of instruction is often formulated at the same time as estate planning, but there are no legal requirements in Ohio for a letter of instruction. While it cannot be a legally enforceable substitute for a properly executed will, a letter of instruction can give your loved ones...

There is no better time than a beginning of a new year to renew your beneficiary designations for your various assets to make sure that they are in order and are in the names you prefer. Significant time may have passed since you last reviewed that you have made...