Aug 30, 2025 | Probate/Estate
“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...Aug 24, 2025 | Medicaid Planning, Probate/Estate
Guardianship is a court-ordered management of you and/or your finances. A Guardian is chosen by the Court, and this person can be a family member or a court volunteer. The Guardian is appointed to manage your decisions after you have been deemed unable to do so by a...Jul 27, 2025 | Probate/Estate
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...Jul 12, 2025 | Probate/Estate
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...Jun 20, 2025 | Probate/Estate
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....May 16, 2025 | Probate/Estate
You may have a Will from when your kids were young. First, congratulations on being ahead of the estate planning process. Now they’re grown, your assets have changed, and you may have in-laws and grandchildren to consider. Consider the following: ✅ If it’s been more...