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Home / Archives for Wills & Trusts

Wills & Trusts

Five Flaws of ‘Do-it-Yourself’ Wills

May 6, 2020 by Jack N. Alpern, Estate Planning Attorney

In an effort to save time and money, some families may be turning to ‘do-it-yourself’ will kits, but there may be flaws to these estate planning forms.

Filed Under: Wills & Trusts Tagged With: Estate Planning, wills

Estate Planning Q&A: Does Ohio Recognize the No-Contest Clause?

March 23, 2020 by Jack N. Alpern, Estate Planning Attorney

A no-contest clause (also known as an in terrorem clause) is language in your Will that essentially gives your beneficiaries a choice: either take what you’ve given them or challenge the Will and get nothing instead. There are some variations to this language of course – some people just reduce the amount of the inheritance […]

Filed Under: Wills & Trusts Tagged With: Estate Planning, no contest clause, wills

How Specific Should I be in My Last Will?

September 27, 2019 by Jack N. Alpern, Estate Planning Attorney

Is it a good idea to specify in my last will or trust which of my family members will inherit my household goods and personal items? Yes, usually. Those items often have sentimental value well in excess of their monetary value and can lead to family friction. You might consider asking your family who wants […]

Filed Under: Wills & Trusts Tagged With: Estate Planning

Who Needs a Trust?

August 20, 2019 by Jack N. Alpern, Estate Planning Attorney

Who needs a trust? Neither age nor the amount of assets you own should determine if you need a trust. If any of the following applies to your situation, you should seriously consider creating a trust to manage your assets during your lifetime and to distribute your property when you die: Is it your wish […]

Filed Under: Asset Protection, trust, Wills & Trusts Tagged With: Estate Planning

What if I Want to Exclude a Child From Inheriting?

April 16, 2019 by Jack N. Alpern, Estate Planning Attorney

If I want to exclude a child from inheriting from me, do I need to say that in my will or trust? The answer depends upon the laws of the state where you live when you die. If you are an Ohio resident, you need only acknowledge that that child exists and do not need […]

Filed Under: Wills & Trusts Tagged With: Estate Planning

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8600 East Market Street Suite 1
Howland (Warren), Ohio 44484
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