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Applying Social Security Benefits in Ohio

8 Things You Can Do Online Via the Social Security Website Applying for Social Security Benefits in Ohio for Social Security benefits online. Apply for retirement, spouses, disability, or Medicare. The SSA website offers various online tools to help you access benefits information conveniently. To make the most of these tools, create a free my Social Security online. Currently, more than 65 million…

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Guide To The Probate Process In Ohio

What to Know About Probate: Estate Planning Basics Here’s a Guide To The Probate Process In Ohio- Probate is the legal process after someone dies, in which the decedent’s property is assessed and distributed. Probate is a necessary legal procedure that takes place following the death of an individual. During this process, the deceased person’s assets are evaluated and distributed…

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Estate Planning for Surviving Spouses

Estate Planning for Surviving Spouses In Ohio, inheritance laws provide protection to surviving spouses, ensuring they cannot be excluded from a will. The rights of a surviving spouse in Ohio grant them the choice to accept the assets allocated to them in the deceased spouse’s will. Alternatively, they have the option to reject the provisions outlined in the will and…

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Long Term Estate Planning Guide Columbus

Why Timing for Your Estate Planning in Columbus is Critical A Long-Term Estate Planning Guide in Columbus is more than just passing on your money after you die. It involves creating a plan. It involves creating a plan for managing your assets while you’re alive, distributing them when you die, and protecting your family even after you’re gone. If you…

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Estate planning for same-sex couples

Estate planning for same-sex couples in Ohio can be a complex process, as the state’s laws do not always recognize same-sex relationships in the same way that they recognize opposite-sex relationships. However, there are a number of steps that same-sex couples can take to ensure that their wishes are carried out after they die. Some of the most important estate…

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How to Choose the Right Estate Planning Attorney

How to Choose the Right Estate Planning Attorney for You in Columbus, OH Rathburn & Associates can help you choose the right estate planning attorney in Columbus. We offer free consultations and can help you understand your options and find the right attorney for your needs. Estate planning is an important part of ensuring that your wishes are carried out…

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How To Plan Now For The Higher 2023 Estate, Gift, & GST Exemptions

How To Plan Now For The Higher 2023 Estate, Gift, And GST Exemptions What does that mean for your estate planning? 1. Review Your Current Plan: Start by reviewing your current estate plan. Do you have a trust? Is it revocable or irrevocable? Is it funded? What assets are in the trust? How is the trust titled? 2. Consider Using…

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The Case For More & Better Expansive Wealth Management

Protecting your Assets Rising interest rates make trusts a very effective tool for wealth transfer. When interest rates increase, a trust can be used to protect assets from inflation and other market fluctuations. Trusts allow assets to be transferred to beneficiaries without having to go through the lengthy and costly process of probate. In addition, trusts can be used to…

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Protecting your Assets

Protecting your Assets

Protecting your Assets You want to ensure that your family’s assets are protected from potential threats, whether you’re starting or have an existing fortune. Your help could be at risk in many ways, so what seems like an easy goal might be complicated. Rathburn Associates in Columbus, OH, offers advice on protecting your assets against less-known threats. Threats to your…

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Who can challenge a Will?

Who can challenge a Will?

Who can challenge a Will? Everyone can’t challenge a Will. You may not be entitled to any money from an estate if Person A owes money and Person A dies without paying that debt. Your debts will likely be unpaid if you don’t meet the criteria. Most Wills pass without any challenges, and a Will can be challenged in a…

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