Showing posts with label estate administration. Show all posts
Showing posts with label estate administration. Show all posts
Tuesday, July 7, 2020

Court Protects an Estate Sued By An Annuity Company For Over-payment: Companies Should Know When Their Customers Die

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ID 179769815 © Artur Szczybylo | Dreamstime.com An annuity company sued a customer’s estate for not reporting the death of his wife, wh...
Tuesday, May 14, 2019

Ohio Makes Trust Contests More Difficult

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ID 108096044 © Designer491 | Dreamstime.com A new law, commonly referred to as HB 595, has made significant changes to Ohio probate law...
Tuesday, August 11, 2015

Protecting Your Deceased Loved Ones From Identity Theft

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We've all been warned about protecting ourselves from identity theft, but one group of victims can't take action to protect themse...
Monday, November 17, 2014

Questions to Ask Before Serving as Trustee

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Being asked to serve as the trustee of the  trust  of a family member is a great honor. It means that the family member trusts your judgm...
Friday, April 25, 2014

ODI Assists Families Locate Lost Life Insurance Policies

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If you suspect a deceased loved one has a life insurance policy that you cannot locate, there is a service through the Ohio Department of...
Monday, March 24, 2014

Retain an Attorney or Accountant to Seek and Obtain a Taxpayer Identification Number for a Trust

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Seemingly simple decisions can cause unexpected difficulty administering an estate. Among these is the decision whether to utilize an attorn...
Tuesday, May 14, 2013

President Obama's 2014 Budget Includes Troubling Changes Affecting Estate Planning

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The celebration following the federal government's increase in the estate tax exemption to $5.25 million is, perhaps, destined to be s...
Friday, January 4, 2013

Estate Planning for Your Online Assets

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There is no question that our real lives have more virtual reality than ever before, and executors and successor trustees are increasingl...
Thursday, April 28, 2011

Insurance Department Helps Locate Missing Life Insurance Policies

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If you suspect a deceased loved one has a life insurance policy that you cannot locate, there is a service through the Ohio Department of In...