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Often beneficiary designations are used for assets like retirement plans, life insurance policies, and bank accounts. You can even use a beneficiary designation on vehicles and a transfer on death (TOD) for real estate. When you pass away, those asse…
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Communicating your estate plan with your loved ones can preserve family relationships after you pass away. You may not want to share details like your net worth or who is getting what, but you should consider talking about how your assets will be div…
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We’ve all heard horror stories about family fights over a deceased loved one’s property. Sometimes these fights can ruin relationships for years to come and even negatively affect future generations. You’ve worked hard and spent years cultivati…
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Estate planning is the process of creating a strategy for the care and management of your property if you become incapacitated or upon your death. A common motivation of estate planning is to simplify the estate administration process and protect you…
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Download our free “Estate Planning Checklist: The Essential Guide for Making your Best Estate Plan in Ohio.” The checklist walks you through the steps you need to address to have the plan that is right for you and your loved ones.
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