Tag Archives: special needs

Our Child Has Special Needs: Do We Need a Wholly Discretionary Trust?

discretionary trustMeeting with estate planning attorneys that have experience assisting clients with children, both minors and adults, with special needs and disabilities is essential to making the determination of whether a wholly discretionary trust is right for you and your family and how to best implement it as part of your overall estate plan. Continue reading

My spouse recently passed away, and I found a Will that disinherits me: Do I have any rights?

surviving spouseThis can be a difficult and scary situation to be in. Fortunately, Ohio law does provide protections for a disinherited surviving spouse. Meeting with an experienced probate attorney is a must in this situation to timely and effectively protect your rights.

As a surviving spouse in Ohio, you have many rights provided by law. Specifically, Ohio Revised Code Chapter 2106 provides the details of rights of a surviving spouse.  A brief overview of these rights is provided below. There are very specific timelines and procedures to follow, so do not delay in meeting with your attorney to make sure everything is handled properly.​ Continue reading

Components of a Simple Estate Plan

Estate PlanningMeeting with experienced and affordable estate planning attorneys is a must to determine if a simple estate plan is best for you and your family.

There are four basic pieces to a simple estate plan: 

  • Will
  • Durable financial power of attorney
  • Health care power of attorney
  • Living will (if desired)

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