In probate law, the role of the executor is of paramount importance. They hold a lot of responsibility for ensuring a will is probated properly and in a timely manner. But there are times when a beneficiary may believe the executor is not properly doing their job. In...
Probate
What are the options if an attorney-in-fact misuses funds?
Generally speaking, it is a good idea for an Ohio resident to use a power of an attorney to appoint what is called an attorney-in-fact. Basically, the attorney-in-fact, or agent, has broad power to handle the person’s, called a principal’s, finances and business...
Common reasons people challenge wills in probate
One of the most basic and at the same time most important documents of an estate plan in Ohio is a will. This document states people’s wishes for who will receive their property when they pass away, but the will still needs to go through the probate process to...
Are trusts immune from litigation and disputes?
There is a lot of talk about the importance of avoiding probate by creating a trust. Whether to prepare a will, which involve probating an estate in Ohio’s courts, or a trust, which would get administered outside of court, is a choice that will depend on an...
A guardianship over a loved one may be necessary
Ohio allows several estate planning devices so that people can prepare for a possible disability. Residents of the Dayton area may, for instance, use a durable power of attorney to appoint a loved one or other trusted person to make important financial decisions...
Estate administration tips
Being an estate executor can be complicated and time consuming. But having a plan can help make these duties go smoothly. Executors An executor is the estate’s personal representative and is legally responsible for protecting the deceased person’s home, savings and...
What happens if an Ohio resident dies without a valid will?
Like other states, Ohio has what are called intestate succession laws which spell out what will happen to a resident’s property should she die without leaving a will. These laws only apply to a Dayton resident’s probate property. In other words, even if someone leaves...
Fiduciary duty in estate planning and administration
In estate planning and estate administration matters, the term fiduciary duty is used often. This is because the person who is designated to carry out the terms of a will or trust has an important responsibility. Fiduciary duty for wills and trusts In a will, the...
Do you know how to handle an estate’s debts?
Serving as an estate administrator can be honorable and stressful. After all, if you’re like a lot of Ohio residents who are serving in that capacity, then you don’t have much, if any, experience navigating matters pertaining to estate administration. This probably...
Be cautious of commingling estate assets
Serving as an estate administrator or trustee can be an honor, especially when you’re doing so to help a lost loved one and your family. But a lot of responsibility comes with the position, and there’s a lot that you need to know to effectively and efficiently carry...


