» Personal Planning

Legal Guardianship of a Minor. Woman hugging child

Applying for Legal Guardianship of a Minor

A legal guardian must be appointed for a person who is under 18 and whose parents have died or are declared unfit. The process of obtaining legal guardianship of a minor often represents a significant life change for both the minor and the person who… Read More
Categories: Guardianships
undue influence in estate planning

What is Undue Influence in Estate Planning?

Undue influence in estate planning occurs when one person exerts pressure on another person to make decisions contrary to their best interests. The influencer usually takes advantage of a person to benefit themselves, often for financial gain. The pr… Read More
Categories: Estate Planning
avoid probate

Can You Avoid Probate in Ohio?

If you recently lost a loved one, complicated legal and financial processes are the last thing you want to deal with. But when a loved one passes away, that may be exactly what you and your family will need to do. After a loved one’s death, the per… Read More
Categories: Estate Planning
Irrevocable Trust

What is an Irrevocable Trust?

A trust is a legal arrangement under which you (the “grantor”) transfer control over property to a person or institution (the “trustee”) for the benefit of a third person (the “beneficiary”). A living trust is a great way to maintain cont… Read More
Categories: Estate Planning
dad with daughter

Updates to Guardian Ad Litem in Ohio

Ohio’s highest court has adopted new amendments for domestic relations and juvenile cases when guardians ad litem (“GALs”) are appointed for children. The changes, effective as of January 1, 2021, include an increase in training requirements, a… Read More
Estate tax

Estate Tax Implications For Ohio Residents

In addition to federal estate tax, some states impose an additional estate or inheritance tax. Twelve states and the District of Columbia impose estate taxes and six impose inheritance taxes. Maryland imposes both. Ohio does not impose either. Howeve… Read More