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Category: Estate Planning/Wills and Trusts

Document Assistant Danger

The Dangers of Document Assistants The use of online estate planning documents (i.e. LegalZoom.com) have become widely popular over the last decade. These documents are

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Health Care POA

A health care power of attorney is a document that gives specific privileges to an agent for the purpose of making health care decisions for

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Living Will

If you’ve been admitted to a hospital or seen your doctor recently, chances are you were asked if you have a living will. Living wills

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Ohio Legacy Trust

In March 2013, the Ohio Legacy Trust Act went into effect. What’s noteworthy about this type of trust is the degree of protection it can

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Trusts and Trustee’s Duties

A trust is created when the person creating the trust (grantor/settlor) assigns control of property to another person (trustee) to manage for the benefit of

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Special Needs Trust

Typically, a physical or mental disability may qualify a person for government benefit programs, such as Social Security or Medicaid. Since these programs are administered

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The Dangers of Document Assistants

The use of online estate planning documents (i.e. LegalZoom.com) have become widely popular over the last decade. These documents are designed to make estate planning cheaper, faster, and easier. However, if you rely on online documents to plan your estate, you are faced with severe risks that could ultimately make your estate more expensive, more time consuming, and much more difficult for your family. Your family could end up paying more in estate taxes than it would have cost to hire an attorney in the first place, or certain intended beneficiaries of your estate might not take anything.

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