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The 3 Key Elements of Building a Legacy Estate Planning Plan

The 3 Key Elements of Building a Legacy Estate Planning Plan A good estate plan includes five elements: Power of Attorney, Will, Trust(s), Health Care Directive or Medical Directive, Beneficiary Designation, and Power of Attorney. Power of Attorney 1) The Power of Attorney Ohio laws allows you to designate someone to manage your affairs if you are unable or become…

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Who can act as trustee in Ohio of a special needs Trust?

The trustee is the person or entity responsible for administering the trust. The trustee must follow the instructions of trust makers and law concerning trusts and distributions. The trustees will decide who the trustees or initial trustees are. The trust maker will often name themselves as the initial trustee, even if they are not the beneficiary – the Trust maker…

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Ohio Estate Planning Laws – Information You need

Ohio Probate Laws The Buckeye State’s probate requirements include estates, duties of personal representatives, and links to other articles and resources. Ohio Durable Power of Attorney Laws The Ohio laws that regulate the durable power of attorney are specific. This legal process allows another person to make decisions regarding a person’s medical care and health. Ohio Living Wills Laws This…

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Estate Planning: 15 Things You Need to Do Before Your Death

More than a last will & testament Ohio best practices for Estate planning is more than drafting a will. Planning your estate involves accounting for your assets and making sure they are transferred to the right people or entities. You must also ensure that others are aware of your plan and understand it. Are you unsure where to start? This…

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Estate Planning for the future of LGBTQ+ families

Ohio Estate Planning essentials for the future of LGBTQ+ families Here are the steps to take Estate Planning for Same-Sex Couples in Ohio Ohio members of the LGBTQ+ community are less likely than others to get married or have children with one parent. They must ensure that all necessary documents such as powers-of-attorney and wills are in place in case…

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Life & Death, Taxes, & Estate Planning

Death, & Taxes, Life: & COLUMBUS OHIO ESTATE PLANNING Our law firm has experience representing clients in a broad range: Estate Legal matters. Inheritance Disputes. If you dispute over a loved one’s estate’s settling, please contact (614) 497-9918. Dennis Rathbun understands the emotional issues surrounding contested estates. Call Rathburn Associates – (614) 497-9918 Death & Taxes are never pleasant to…

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Things to ask a Lawyer

EXPERIENCED. DEDICATED. EFFECTIVE. ESTATE AND PROBATE HELP THROUGHOUT COLUMBUS OHIO WE STICK TO WHAT WE’RE GOOD AT! Our law practice is dedicated to supporting clients in the areas of estate planning, probate law, business law, real estate law, and estate/trust administrations. We make it simple to navigate these complex scenarios and direct our clients with results to solutions. If you…

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A Living Trust can Provide Safeguards

A Columbus Ohio Living Trust Can Provide Safeguards Protections Do you have concerns about leaving a lump sum of Inheritance MONEY to a loved one who is not a trusted money manager? Please contact our Columbus Ohio, attorney about how we can help you preserve and transfer wealth. Top Columbus Trusts Lawyers – Ohio Call Rathburn Associates – (614) 497-9918 What is a…

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Mistakes New Parents make with Money living in Ohio

The USDA’s latest study found that the typical middle-income household spends roughly $12,300 to $13,900 on child-related costs yearly. A recent article entitled “Biggest Money Mistakes” says that using the current financial problems from the coronavirus pandemic, 59 percent of U.S. households see a reduction in income. Additionally, it is a fantastic time for parents of children to strategize and…

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Must have Estate Planning documents for Peaceful Retirements

“Most people cannot wait for retirement, and even more could likely opt for some form of early retirement if they had the chance. Estate planning documents to assist you and your loved ones in the event of your premature death; documents will give your family specific instructions about how to proceed. The post entitled “Must-Have Documents for a Peaceful Retirement“…

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