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Actually establishing an estate plan is an important first step. Proactive strategies can provide peace of mind for you and your loved ones. However, you want to make sure you do things right. The smallest of mistakes can create the largest amount of chaos during difficult times. All too common oversights include: Trust Transparency An IRA can be the most…
Estate planning in any form presents challenges. Legal complexities combine with emotionally charges issued. Simply stated, few want to face their own mortality. Yet, important, highly proactive steps can ease burdens and provide everyone involved with much-needed peace of mind. More wills are covering property that exists in the digital world. New laws in Ohio may provide much needed help…
Imagining what your child’s life would be like if you die can be an emotionally traumatic exercise, but it is an essential one. It is this process that can help you determine who you want to name as your child’s guardian in your will. Avoiding the issue does not resolve it, because the court will choose someone to raise your…
Among the priorities of millennials, estate planning may not be at the top of their “to-do lists.” Many are at the twilight of their educational pursuits. Others are at the dawn of their careers. Some start families. Others are looking to buy homes or travel the world. Like members of previous younger generations such as baby boomers and Gen Xers,…