On behalf of Kathryn T. Joseph & Associates, Inc. | Jun 28, 2016 | Firm News, Trusts
While rarely occuring, it is possible to put funds from an IRA into a trust for a future beneficiary. This may be worthwhile in the event that an Ohio parent wants to bypass the right of a second spouse to directly inherit the funds. Typically, a surviving spouse may...
On behalf of Kathryn T. Joseph & Associates, Inc. | Jun 23, 2016 | Estate Administration & Probate, Firm News
After an Ohio resident passes away, conflicts may sometimes arise over matters such as the transfer of their real estate holdings or how their property should be distributed. In some cases, the validity of their last will and testament or the legitimacy of a...
On behalf of Kathryn T. Joseph & Associates, Inc. | Jun 16, 2016 | Firm News
Life doesn’t always go as planned. When someone becomes incapacitated, there are many matters that loved ones will need to address and may be unprepared to face. For example, it may become necessary to establish guardianships. In this post we will address...
On behalf of Kathryn T. Joseph & Associates, Inc. | Jun 15, 2016 | Firm News, Wills
There is no doubt that the process of estate planning can be complicated. You are planning for the various aspects of your life that you’ve worked for years to accumulate. You are planning for your medical care; you are planning for your children’s...
On behalf of Kathryn T. Joseph & Associates, Inc. | Jun 8, 2016 | Firm News, Wills
If you are visiting this blog, you might be a bit hesitant or anxious. Estate planning can be emotional and daunting, bringing up matters that you might not like to think about — such as death and taxes. But if you are looking at this page, then you...
