Wills & Trusts are both tools used to transfer assets to individuals or organizations upon the death of the owner of those assets.  That is where the similarities substantially end.   A Trust is an entity that is created by the requirements and rules stated in the...

“Probate” is the process by which assets without a beneficiary are transferred from the deceased to the beneficiary established either through a Will or the laws of the State of Ohio. Probate is the name of the court that manages the legal transfer of the assets. If...

In the State of Ohio there is no tax on an inheritance.  The money or assets that are transferred to you as the result of someone’s death is not taxed by the State.  The federal estate tax exemption 2025 is $13.99 Million per individual.  The exemption for 2025 per...

No one thinks they’re going to die anytime soon—especially if they’re under a certain age. But, as the saying goes, “stuff happens.” If you don’t have a plan for the distribution of your assets after you pass away, the State has one for you—and it probably won’t go...

Social Security, Medicare, Medicaid, Veteran’s benefits, hospice, home healthcare services, making your parents’ home accessible… it’s a lot. These are complicated decisions and processes, and if you’re going through it for the first time, it can feel overwhelming....