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Dorothea J. Kingsbury Estate Planning & Probate Attorney

Estate Planning Archives

Estate planning when one is separated from their spouse

Many Cleveland residents are separated from their spouse not currently living together, but the marriage has not been legally dissolved. This situation may make sense for their relationship, but it can have legal and estate planning repercussions if one of the spouses dies.

A letter of instruction can be a good estate plan addition

Many Ohio residents have taken the time to create an estate plan. Estate plans are important to allocating a person's assets upon their death and to direct their financial and medical needs in the event they become incapacitated. A letter of instruction is another estate planning tool that a person may want to create.

Large percentage of Americans have not completed an estate plan

Many Cleveland area residents understand how important it is for a family to have an estate plan. An estate plan is not only used for transferring assets to the next generation, but it can also designate guardians, manage digital assets and help with health-related decisions. But, many Americans have not taken the time to create an estate plan.

What should be included in my estate plan?

There are several components of an effective and complete estate plan but if you are considering an estate plan, you may wonder what they are. It is important to keep in mind that estate planning can help create a more peaceful process down the road for surviving loved ones and can also provide peace of mind for the estate planner.

Final arrangements planning

Many Cleveland area residents like the ability to plan. Planning ahead and knowing what will happen is comforting. In terms of estate planning, planning ahead helps families know what their loved ones' wishes are and can focus on more important matters. Final arrangements, a task usually left up to the remaining family members, is also something that can be pre-planned using estate planning tools.

Changes in law could warrant a review of one's trusts

Many people in Ohio spent the time to execute a detailed and solid trust that carefully outlines what they want done with their assets after they pass away. Therefore, they may think their estate planning duties are done and that no further action is needed. However, this can be a costly mistake to make. Estate plans, including trusts, should be reviewed periodically since changes in the law could alter the effect a person's trust may have on the trust beneficiaries in ways that the decedent may not have intended.

Incapacity can happen to anyone; planning ahead is important

Although no Cleveland area resident thinks they will suffer from some kind of incapacity, it affects hundreds of families each year. A person can be involved in a serious car accident or other type of freak accident, they may develop Alzheimer's, ALS, cancer or other serious medical condition, or a number of other serious conditions. In these events, it is important for a person to plan ahead just in case.

Events that can affect an estate plan

Many Cleveland residents have taken the time to create an estate plan. An estate plan is important in making sure a person's wishes are followed in the event of an incapacitation event or death. But an estate plan doesn't just end when it is created, there are certain events that can affect an estate plan.

Digital estate planning

Estate planning does not just involve the typical wills and trusts anymore. With advancements in technology and cyber accounts, many Ohio residents have a digital presence as well. These digital assets need to be covered in estate planning.

Good Advice. Real Solutions.

I am attorney Dorothea J. Kingsbury. I provide good advice and real solutions to challenging problems. I can help you choose and personalize estate planning instruments that meet your family's present and future needs. I can develop elder law strategies that ensure proper care for your loved ones. I can guide you through the probate/estate administration process when a family member has passed away. I can help make sure your interests are protected during your real estate transaction. I am here to make things easier.

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