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February 2018 Archives

Estate planning is for millennials as well as older generations

Estate planning in Ohio and elsewhere is a neglected aspect of personal finance and wealth building, even among some who are wildly successful. Estate planning connotes a dry subject that is fit only for those who are very old and very rich. However, anyone with some assets, such as a home, retirement account, life insurance, savings, and the like, will be passing on a disastrous experience to their heirs without an estate plan.

Probate courts face issue of whether to release private emails

In Ohio and other states, should a person's estate have complete control over the decedent's private emails?  A service provider, Yahoo, recently filed a petition to the U.S. Supreme Court, asking that it reverse a state court decision holding that a probate court could not refuse the estate's access to the deceased man's private emails. The original refusal of access was based on the federal Stored Communications Act (SCA), which sets up certain privacy protections for electronic accounts.

Estate planning may be a valuable gift to one's loved ones

Estate experts in Ohio and elsewhere would likely agree that the spirit of Valentine's Day justifies a special kind of gift for one's family: the gift of an estate plan that will protect the family if one becomes disabled and unable to handle his or her own affairs. It is also the gift of knowing that, when the person dies, his or her wishes will govern the distribution of assets. In addition, estate planning assures that all measures will be taken to protect the assets against certain creditors and protect those assets for the designated heirs.

Estate planning includes the use of trusts to avoid probate

Probate of an estate in Ohio begins after an owner of assets dies. The owner may die with or without a will. If there is no will, but there are assets in the decedent's name, an estate must be opened. With no will, estates must follow state statutory rules and may not try to satisfy the decedent's wishes. The decedent's wishes would be honored if estate planning had been conducted.

Judge names state for probate litigation: Heirs battle for corpse

Many Ohio readers are familiar with the legacy of Charles Manson, which is wrought with scandal, mystery and devastation. Convicted for spearheading a string of murders in 1969, he spent the rest of his life behind bars. The aftermath of his death has also been filled with controversy. In fact, it even took some time for a judge to decide where probate litigation regarding the decedent's estate should take place.

  • Ohio State Bar Association | Connect.Advance.Succeed
  • Federal Bar Association | ORG Jan 5th 1920
  • Dayton Bar Association 1883
  • Super Lawyers
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