By Daniel A. Perry, Esq. When our clients put their estate legal affairs in order, we typically encourage them to establish one or more revocable or irrevocable trusts. While discussing this process, the client’s questions often turn to how their family will settle their final affairs after their death, and many ask about the probate process. […]
Avoiding Probate with the Help of an Ohio Estate and Probate Attorney By Daniel A. Perry, Esq. When we assist a family through the Probate Court administration of an estate after the death of a loved one, they typically have two universal complaints: • This took way too long to get the court to sign all […]
Major Estate Planning Law change goes into effect on January 1, 2020 In October, we published an article regarding the future of the Estate Tax in 2020 and addressed the passage of House Resolution 1499 by the House of Representatives on May 23, 2019. This is known as the Setting Every Community Up for Retirement […]
By Daniel A. Perry, Esq.I speak with several families every day, and I often hear the following:“I Don’t Need This Right Now”“I’m Not Old Enough to Start Talking about Estate Planning”“Estate Planning is Really Just for the Elderly and Not for Us”From an estate planning attorney, this can be the most expensive mistake that a […]
By: Daniel A. PerryOur office speaks with many families everyday regarding their estate planning goals and concerns. This is one of the most common concerns amongst our clients:“I Want the Government to Stay Out of My Family’s Private Lives After I’m Gone”Most of us can relate to this statement. We work all our lives to […]
By Daniel A. Perry, Esq. I was recently speaking with a client who said to me “Dan, I have a simple situation. My financial advisor said all I need is a simple will, powers of attorney, and advanced healthcare directives. My financial advisor told me that since all my accounts have beneficiary designations and my estate […]
By Daniel A. Perry, Esq.When a client first comes into my office, we normally have a discussion about their family and their general wishes when it comes to distributing their property to their loved ones. In addition, we will also have a discussion about disability and incapacity planning. This discussion always is centered around who […]
By Daniel A. Perry, Esq.This is a question that I address on numerous occasions with many of my clients. Unfortunately, many times, people pick the wrong successor trustee for their living trust.TrustsAs a brief summary, a trust has three parties. First, you have the grantor (sometimes called the trustor or trustmaker). This is the party […]
by Daniel A. PerryEvery time I speak with clients regarding setting up and establishing their estate plan including their Last Will and Testament, Disability Legal Documents, and Trust documents (whether they are revocable or irrevocable), I always tell my clients the same thing.“We Can’t Stop Here Now That All Your Documents Are Complete. We Must […]
by Daniel A. PerryAs an estate planning attorney, I speak with families every day regarding a wide variety of their concerns when it comes to estate planning. These concerns range from taxes, to keeping the government out of their private affairs, to avoiding probate, to protecting their children’s inheritance from divorce, to planning for a […]