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Our Top 3 Tips for Planning Your Will

October 11, 2017 by Greg Port, J.D., M.B.A. posted in Estate Planning, Wills, Last Will & Testament, Inheritance, Ohio Estate Planning, Ohio Estate Planning Lawyer

In my experience, everyone’s approach to will writing is a little bit different. This makes sense, because we each have a different communication style, personal assets, and all kinds of friends and family we'd like to leave things to.


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6 Estate Planning Mistakes You Should Avoid

October 4, 2017 by Greg Port, J.D., M.B.A. posted in Estate Planning, Succession Planning, Last Will & Testament, Ohio Estate Planning, Ohio Estate Planning Lawyer

 

When planning your estate, it’s important to ensure that you complete it properly so your wishes are respected and your family will not be left with an estate hassle after you pass away. 


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Ohio Trusts: Do You Need One If You Have a Will?

September 27, 2017 by Greg Port, J.D., M.B.A. posted in Estate Planning, Trusts, Wills, Succession Planning, Ohio Estate Planning, Ohio Estate Planning Lawyer

Having a trust in the state of Ohio keeps your loved ones out of probate court. Instead of your family experiencing a lengthy probate court process to gain access to your assets and distribute them as you intended, a living trust takes the hassle of probate court out of the equation.


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What is a Pour-Over Will and When Do You Need One?

September 20, 2017 by Greg Port, J.D., M.B.A. posted in Estate Planning, Wills, Last Will & Testament, Ohio Probate Lawyer

There are many advantages to using a living trust instead of a will. A living trust will allow the successor trustee to manage your estate if you become incapacitated and cannot do it yourself. It also means that upon your death, all assets in the trust pass to the successor without having to go through the lengthy probate process that a will requires. It may still be a good idea to have a pour-over will.


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3 Essential Things to Understand Before You Contest a Will in Ohio

September 6, 2017 by Greg Port, J.D., M.B.A. posted in Wills, Last Will & Testament, Ohio Probate, Ohio Probate Lawyer

While you have the right to contest a will in the state of Ohio, there are rules and processes for probate court you must follow. For those who feel they need to contest a will in Ohio, they should first meet with an experienced probate attorney to ensure they meet the requirements of filing a will contest.


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