Estate Planning and Digital Assets in Ohio

Estate Planning and Digital Assets in Ohio

Whether it be on-line bank accounts, social media accounts, e-mail accounts, etc., most people today have digital assets. When one becomes incapacitated or deceased, how does a fiduciary gain access to this information? First, one must become familiar with the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA).

The Ohio Supreme Court Gives a Win to Surviving Spouses Over Creditors

The Ohio Supreme Court Gives a Win to Surviving Spouses Over Creditors

In a somewhat surprising decision, the Ohio Supreme Court on December 12, 2018, in Embassy Healthcare v. Bell provided some relief to surviving spouses for the debts of their deceased spouses under certain situations. Now, a creditor must look to the deceased spouse’s estate first before pursuing the surviving spouse for payment.

NEW YEAR’S RESOLUTION: MAKE A WILL!

NEW YEAR’S RESOLUTION: MAKE A WILL!

It’s that time of year when best intentions are set forth and New Year’s resolutions are made. However, according to U.S. News and World Report, by February over eighty percent of those new year’s resolutions have been broken. For many, it is time to make a very important resolution that is easy to keep and will provide benefits for yearsto come. Make a will.

The Guardianship Versus the Power of Attorney Conundrum in Ohio

The Guardianship Versus the Power of Attorney Conundrum in Ohio

Many times, I have been contacted by a client or potential client who requests to initiate a guardianship application for a family member because a doctor has diagnosed the family member with dementia and suggested that a guardianship was necessary. However, this is not always the case and additional questions need to be asked and additional options need to be explored before reaching such a conclusion.

TITLE FRAUD ALERT: FANS Program Will Protect Vulnerable Homeowners from Fraud

TITLE FRAUD ALERT: FANS Program Will Protect Vulnerable Homeowners from Fraud

Unfortunately, it is not uncommon these days to see a news story on television or read an article in the newspaper or on the internet involving a senior person who has been scammed in one way or another. The Montgomery County Recorder’s Office has raised a defense against this type of title fraud by implementing FANS (The Fraud Alert Notification System).

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