What do Recent Changes in The Law Mean for your Estate Plan?
Governor Kasich recently signed Senate Bill 117 into law. The Bill, which became effective March 21, 2012, impacts the existing statutory Power of Attorney (POA) law, the Ohio Trust Code, the…
Read MoreWhat You Need to Know About a Power of Attorney
A Power of Attorney is an important and basic estate planning tool that allows a named agent to act on behalf of the person signing the document, known as the Principal. Due to the recently…
Read MoreWhat Does Ohio’s New Legacy Trust Act Mean for You?
Recently, a revolution in Ohio trust law, known as “The Ohio Legacy Trust Act” has created a new opportunity for Ohio residents to shield their assets from future creditor claims and establish a…
Read MoreThe Seven Deadly Pitfalls of Probate
To help maximize the net after-tax assets you leave to your loved ones or favorite charity, you should plan now to avoid such unnecessary probate costs, and in doing so, avoid these seven deadly…
Read MoreBuilding a Better Mouse Trap Pre-nuptual Planning with an Ohio Legacy Trust
A quiet resolution in Ohio trust law took place on March 27, 2013, with the passage of the Ohio Asset Management Modernization Act of 2012 (AMMA). With virtually no media attention, AMMA delivered a…
Read MoreTransfer on Death Affidavits, a Simple Estate Planning Technique
For estate plans where a trust is not necessary, the Ohio Revised Code permits an effective way to transfer real property upon a person’s death and avoid probate - the use of a Transfer on Death…
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