Estate Planning is Not Just for the Wealthy

Estate Planning Lake County | It’s Not Just for the Wealthy If you think that planning for the distributions of your assets is just for the rich, you are wrong. Whether you have $5 or $5 million, having a plan for the distribution of your assets will help those...

Is Your Estate Plan Outdated?

Is Your Estate Plan Outdated? Did you create your estate plan when your kids were born? That is a great start, but life changes over the years may have made that plan outdated. As your life evolves, your legal documents need to evolve with it. Things to Consider When...

Trusts vs Wills:  What is the Difference?

Trusts vs Wills: What is the Difference? Wills and Trusts are both tools used to transfer assets to individuals or organizations upon the death of the owner of those assets. However, that is where the similarities substantially end. What is a Trust? A Trust is an...

What is Probate and how does it affect your 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...