Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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HIPAA Authorization Form: What It Is and How to Use One
A HIPAA authorization form lets you choose who can have access to your medical information. Learn how to use this form as part of your estate plan.
· 10 min read
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How Long Does Probate Take? Plus Tips for Navigating the Process
The complexity of your estate, local laws, and liabilities can all impact the length of probate. But, planning ahead may help speed things up.
· 11 min read
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How to Buy and Sell Probate Property
Probate can be a great opportunity to buy real estate. Find out how and when probate property is sold and how to take advantage of it.
· 10 min read
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What Is a Grantor Trust? Definition, Rules, and Taxes
A grantor trust is considered a “disregarded entity” by the IRS and comes with its own benefits, risks, and unique rules to consider.
· 27 min read
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What is a Trustee and What do They do?
Part asset manager, part legal representative, a trustee is responsible for carrying out the deceased’s final wishes and protecting their beneficiaries.
· 29 min read
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Ohio Last Will and Testament
A last will protects your wishes when you die. Learn about specific laws that affect last wills in Ohio, how to get a last will, what can be left to your heirs, and more.
· 7 min read
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How to Choose a Name for Your Trust
Find out what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 8 min read
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Do I Need a Living Trust?
A living trust can be a powerful estate tool, but they're not right for everyone.
· 4 min read
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Trust vs. Will: Key Differences
Trusts and wills are some of the most common estate planning tools, but each comes with its own advantages, disadvantages, and details to consider.
· 10 min read
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Appointing a Legal Guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone.
· 7 min read
