When you choose to write a will, you are making your intentions known and acting to save your family a great deal of trouble and confusion in the long run. You can paint an even clearer picture of how you want to distribute your estate by also having a trust. Many...
Counsel of Good Value: Ziegler Metzger's Motto Since 1952
Estate Planning
What to know about writing a will as newlyweds
When you said "I do," you committed to your spouse through the good times and bad. Hopefully, you will have a future of good things to look forward to. While it may be unpleasant to think about, you should also prepare for the bad. Writing a will is a way to prepare...
3 questions to ask your heath care agent
Estate planning allows Ohioans to maintain some control over what happens with their assets after their death. If you have a comprehensive estate plan, you may also retain a say in your medical treatment. After all, with medical power of attorney, you can name someone...
3 life events that could impact your estate plans
A common mistake you should avoid with estate planning is neglecting to revise your will and other important documents after important milestones in your life. Regular updates ensure that your estate reflects your intentions and provides for your loved ones. You...
Mistakes that might derail your estate plan
A sound estate plan may make it easier for the right person to retain control over your assets after your death. For instance, it can help to ensure that the correct heir obtains your car, bank account or Ohio home. It also allows you to name a guardian for any minor...
When is it necessary to update your will?
You might have drafted a will years ago that you thought would have staying power. Like many people, you might have assumed that your relationships and assets would remain stable throughout your lifetime. Even if this has been the case, failing to account for any...
3 pitfalls of do-it-yourself estate planning
The internet is full of videos telling people how to do things on their own. While these videos can be useful for understanding the most effective way to paint your living room or providing you with a visual guide for determining where the mystery screw belongs in a...
Why should I create a will after my wedding?
As you begin your newlywed life, the last thing you want to think about is what would happen if you would separate from your spouse, or worse they pass away. However, having a will can help you tie up loose ends or what ifs you may have about individual and shared...
What you need to know about a special needs trust
Disabilities can create many financial difficulties, such as the inability to work and the need for long-term treatments, caregivers and medical devices such as customized wheelchairs. Fortunately, there are government programs that assist families and individuals...
What you need to know about the new estate and gift tax laws
As a reasonably well-to-do Ohio resident, you probably already have a will. Maybe you also created one or more trusts that benefit your children or grandchildren. In all likelihood, you created these documents and possibly others as part of your overall estate plan...
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