Inheriting a Home With Your Siblings? Here’s All That Can Go Wrong

Inheriting a home with siblings is an emotional and complex process under normal circumstances. But when the siblings disagree over who gets what share of the proceeds, the gloves can come off. Our Estate Planning, Trust & Probate attorney Jessa Gary weighs …

5 Things Beneficiaries of Bank Accounts Need to Know

What happens to the beneficiaries of bank accounts when the owner passes away? Learn from our attorney, Jessa Gary, five of the most common topics to keep in mind, from rules to paying taxes and more: Read Article  

The ABCs on 529s

529 plans continue to be a popular savings tool for the many expenses that come with a college education. Although they’ve been around since the late 1980s in Ohio and a few other states – and have since spread to …

6 Examples of DIY Estate Planning Gone Bad

1. The guy who created his own will that left everything . . . to himself. This seems obvious, but make sure you have your assets going where you want them to. 2. The parent who deeded property to a …

End of Life Planning Without a Will

Most people know what a will is, but many don’t understand their importance, especially in end of life planning. Surprisingly, it’s fairly common for an individual to pass away without a will in place. In a recent wills and estate …

Wills Versus Trusts

The Differences Between Wills and Trusts

Most people are familiar with wills and trusts, but often do not understand the difference between the two. This lack of understanding could lead an individual to choose the option that is not optimal for them. As you consider whether …