by Ryan Conklin At the ripe old age of 33, I am surrounded by children. Many of my friends have youngins’ or are expecting, my wife’s family has three boys, and plenty of our clients have kids. Although they are the smallest family members, minors play big parts in succession planning. Here are some pointers …
Minor children are a major part of succession planning Read More »
by Ryan Conklin The concept of a will can be traced back to the Roman empire, and many of the principles of a will stem from old English common law. Today, a person’s last will and testament is a vital part of that individual’s succession plan. Let’s take a look at a few key issues …
by Robert Moore Country Counsel: Physicians are typically the best persons to determine incapacity. We all know someone who, because of age or illness, has started making questionable decisions regarding their finances and assets. Our thoughts quickly turn to mental incapacity and whether the person really knows what they are doing. While it may seem …
What mental incapacity is, as defined by Ohio law Read More »
by Evin Bachelor A large number of farm succession plans are trust-based due to the need for flexibility and creativity to address a farmer’s succession goals. The trust assets will be managed by a trustee, which makes selecting a trustee a key question for you and your family to answer. Needless to say, you want …
Select a trustee you trust when creating your farm succession plan Read More »
by Robert Moore Country Counsel: Power of attorney documents for finances and health care should be an important part of every estate plan. When we think about estate planning, we usually immediately think about wills or trusts. However, financial power of attorney (POA) documents should also be an important part of every estate plan. A …
