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  1. HOME
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  3. Category: Estate Planning

Category: Estate Planning


Justin T. Precht, Esq.

Planning for a Child with Special Needs

Justin T. Precht, Esq. | Jul 11, 2019

Planning for a child with special needs requires extra care.  Individuals with special needs often depend or will depend on needs-based government benefit programs like Supplemental Security Income (SSI) and Medicaid, which have strict income and asset guidelines for eligibility. Because of those guidelines, leaving an inheritance outright to a child with special needs who […]

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Posted in Estate Planning




Erica L. Groman, Esq.

For the New Year, Resolve to PLAN!

Erica L. Groman, Esq. | Dec 14, 2018

With the New Year quickly approaching, many people are brainstorming ideas for their “New Year’s Resolution.” Need some ideas? You should consider finalizing your estate plan! After all, what better way to start the New Year than planning for your future and that of your loved ones? While many people associate estate planning with the […]

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Posted in Estate Planning




Erica L. Groman, Esq.

So You Finalized Your Estate Plan. Now What?

Erica L. Groman, Esq. | Nov 02, 2018

Clients often express relief after finalizing their estate planning documents. However, even after all your documents are signed, there are still further steps that you should take to ensure that your affairs are in the best possible order.

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Posted in Estate Planning




Erica L. Groman, Esq.

Avoiding Probate Administration of Your Ohio Real Estate: Survivorship Deeds & Transfer-On-Death Designation Affidavits

Erica L. Groman, Esq. | Sep 12, 2018

As an estate-planning attorney, one of the most common concerns that clients have is what will happen to their house upon their death.

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Posted in Estate Planning, Real Estate




Erica L. Groman, Esq.

Estate Planning for Parents with Children

Erica L. Groman, Esq. | Aug 17, 2018

Do you have children or plan to have children in the near future? If so, do you have a current estate plan to provide for your children in the event of your death?

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Posted in Estate Planning




Justin T. Precht, Esq.

Beneficiary Designations

Justin T. Precht, Esq. | Mar 11, 2016

We generally recommend that our clients review their estate planning documents at least every three years, but major life events – births, adoptions, disabilities, deaths, marriages, divorces and moving – should also trigger a review and update of your estate planning documents.

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Posted in Estate Planning




Justin T. Precht, Esq.

Estate Tax Exemption Proposal

Justin T. Precht, Esq. | Feb 17, 2015

President Obama submitted his budget proposal for the 2016 fiscal year to a Republican-controlled Congress earlier this month. The budget contained a number of tax changes, including changes to the estate tax exemption.

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Posted in Estate Planning, Taxes




Daniel P. Randolph, Esq.

Don’t Forget about your Favorite Non-Profit Organization!

Daniel P. Randolph, Esq. | Aug 27, 2014

A recent study by the Harvard Business School explored the ways in which charitable behavior can lead to benefits for the giver.

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Posted in Estate Planning, Non-Profits




Daniel P. Randolph, Esq.

Knowing What to Update After Marriage

Daniel P. Randolph, Esq. | Jul 21, 2014

Even though the wedding is over, you must still take care of a few legal items after your big day to prove to banks, employers and other financial and legal institutions that you really tied the knot.

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Posted in Estate Planning, Financial




Daniel P. Randolph, Esq.

Planning for a Beneficiary with a Substance Abuse Problem

Daniel P. Randolph, Esq. | May 16, 2014

It has become more common to encounter clients whose lives are affected by a substance abuse problem in their family.

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Posted in Estate Planning


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