On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Nov 20, 2018 | Estate Planning
As you begin the estate-planning process, you may be fortunate enough to have some property that will pass to beneficiaries of your choice without going through probate. This could include liquid assets such as your deposit, investment, and retirement accounts. It may...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Aug 24, 2018 | Estate Planning, Probate, Trusts
It was reported this week that famed soul singer Aretha Franklin died without a Will or Trust. This problem not only throws all of her assets and liabilities into the public eye of probate and to the intestacy statutes, but also guarantees tens of thousands in...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Jun 6, 2018 | Estate Planning
Bringing a marriage to an end can be very tough, regardless of a couple’s financial circumstances, whether or not they have children, or any other factor. However, it can be particularly challenging for certain people, such as those with a high net worth. If you...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Mar 14, 2018 | Estate Planning
People in Ohio who want to protect their assets and decrease the stress of their loved ones after they are gone may choose to have a will. In the state, a valid will may be typed or handwritten by the testator. While many people choose to type the document, some...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Mar 12, 2018 | Estate Planning
As you get older, there are a growing number of things to consider. Along with writing a will and making sure your assets are protected in Ohio, you should also consider whether long-term care insurance is something you will benefit from.According to the...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Feb 23, 2018 | Estate Planning
While most people do not want to plan for the worst, it is a good idea for all adults in Ohio to have someone they trust who can make medical decisions on their behalf should something catastrophic happen. This person is outlined in a legal document called a health...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Jan 17, 2018 | Estate Planning
Handling estate issues can be challenging for people in various situations, but it can be especially tough for some, such as those who have significant assets or people who have recently split up with their spouse. If you have gone through a divorce, or are thinking...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Oct 28, 2017 | Estate Planning
If you are in the process of setting up an estate plan, many different concerns may be on the table. For example, you may be having a hard time deciding whether a trust or will is more appropriate, or you could be having difficulty naming an executor or figuring out...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Oct 20, 2017 | Estate Planning
When a resident of Ohio dies, matters of estate planning often need to be dealt with long before the grieving process is underway. As stated by the Summit County Probate Court, bills and taxes will be taken from the estate upon death, and then the rest is...
On behalf of Buechner Haffer Meyers & Koenig Co., LPA | Jul 31, 2017 | Estate Planning
For many Ohio residents, the thought of creating an estate plan for the time following their death may not be their first priority. However, neglecting the important task of putting financials in order and articulating last wishes can leave family members scrambling...
