Kathryn T. Joseph & Associates, Inc.
216-245-0504

Estate Planning Archives

A pending divorce does not cut your ex out of your estate plan

I was working with a client recently who had just gotten divorced. He wanted to update his estate plan to make sure that all of his ex-wife's rights to his estate had actually been terminated. Naturally, if he passed away, he did not want to leave her his money and physical property. He wanted it to go to his children.

4 tips to help prevent estate disputes through conversation

If you want to prevent your children from fighting over your estate after you pass away, one of the best things you can do is to sit down and have a conversation with them. Tell them about your plans. Make sure everyone is on the same page.

Do not put off estate planning

A man called me last year to find out more about estate planning. I told him about some of the options he had, and he said he would call me back. He jokingly assured me that he would not need the estate plan any time soon, so he would get to it later.

Early estate planning is critical if dementia runs in your family

Many people prefer to put off creating a last will and ensuring that their estate is settled. It can feel depressing or morbid to think over the details of what will transpire after they die. However, particularly in families with a medical history that includes dementia or Alzheimer's developing in the later years of life, early estate planning is important for peace of mind and the protection of familial assets.

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Kathryn T. Joseph & Associates, Inc.
Executive Commons West
29425 Chagrin Blvd.
Suite 305
Cleveland, OH 44122

Toll Free: 888-335-6650
Phone: 216-245-0504
Fax: 216-765-8817
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