Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Trustee vs. Executor: What’s the difference
An executor distributes assets under the probate court's supervision, while a trustee may manage an estate for many years and even for life.
· 23 min read
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Conservatorship vs. Guardianship: Key Differences and Legal Guidance
While guardians manage a person's well-being, conservators manage a person's property. Learn state specifics and how to access this type of care.
· 9 min read
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HIPAA Authorization Form: What It Is and How to Use One
A HIPAA authorization form lets you choose who can have access to your medical information. Learn how to use this form as part of your estate plan.
· 10 min read
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How Long Does Probate Take? Plus Tips for Navigating the Process
The complexity of your estate, local laws, and liabilities can all impact the length of probate. But, planning ahead may help speed things up.
· 11 min read
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How to Buy and Sell Probate Property
Probate can be a great opportunity to buy real estate. Find out how and when probate property is sold and how to take advantage of it.
· 10 min read
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What Is a Grantor Trust? Definition, Rules, and Taxes
A grantor trust is considered a “disregarded entity” by the IRS and comes with its own benefits, risks, and unique rules to consider.
· 27 min read
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What is a Trustee and What do They do?
Part asset manager, part legal representative, a trustee is responsible for carrying out the deceased’s final wishes and protecting their beneficiaries.
· 29 min read
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Ohio Last Will and Testament
A last will protects your wishes when you die. Learn about specific laws that affect last wills in Ohio, how to get a last will, what can be left to your heirs, and more.
· 7 min read
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How to Choose a Name for Your Trust
Find out what factors to consider when naming your trust—and whether or not you can change the name once your trust is funded.
· 8 min read
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Trust vs. Will: Key Differences
Trusts and wills are some of the most common estate planning tools, but each comes with its own advantages, disadvantages, and details to consider.
· 10 min read
