Estate Planning

December 3, 2024
Preserve Wealth Before 2026 Updates

2025 Strategies: Exemptions, Trusts, and Tax Planning

Strategies for Estate Planning Under TCJA The Tax Cuts and Jobs Act (TCJA) of 2017 ushered in significant changes to federal estate, gift, and generation-skipping transfer (GST) tax exemptions, offering unprecedented opportunities for tax-free wealth transfers. However, these elevated exemption levels are set to expire at […]
November 22, 2024
Digital assets estate planning

An Easy-to-Understand Guide to Digital Assets

Protecting Your Digital Wealth for the Future In this wild AI-infused world we are now living in, people own more intangible assets than ever before, from online accounts and intellectual property to cryptocurrencies and social media profiles. Despite their increasing importance, digital assets are often neglected […]
November 10, 2024
Dividing Property Fairly

How Partition Actions Work in Property Disputes

Protecting Family Property From Partition Ownership disputes over real estate are common, particularly when property is co-owned by multiple parties. Whether it involves inherited farmland, a jointly owned residential property, or real estate held after a divorce, disagreements among co-owners can quickly escalate. Partition actions provide […]
September 2, 2024
Farm Succession Tips

Guide to Farm Estate Planning and Succession

Keeping the Farm in the Family Passing down a family farm involves unique challenges beyond typical estate planning due to the complexities of dividing land, assets, and management responsibilities among heirs who may have different interests and levels of involvement. Unlike estate planning, which primarily focuses […]
August 7, 2024
Ohio Inheritance Beneficiary Designations

What Are Beneficiary Designations?

Key Steps for Secure Estate Planning Beneficiary designations allow individuals to name specific beneficiaries to receive certain assets directly upon death, bypassing the probate process and overriding any instructions in a will or trust. These designations are commonly used for various types of accounts and assets, […]
July 2, 2024
fraud lawyer for wills

Fraud in Will Creation

How to Spot and Prevent Will Creation Fraud Will creation fraud, a deliberate act of deception during drafting a will, is a serious issue. It involves providing false information to the testator, forging signatures, or coercing the testator into altering their intentions. This fraud can cause […]
July 2, 2024
Planning Your Estate with a New Partner

The Legal Impact of Remarriage on Your Estate Plans

Adjusting Your Estate Plan for a Second Marriage Second marriages often introduce unique legal and financial challenges requiring careful estate planning. Unlike first marriages, where goals typically align more closely, second marriages can involve differing objectives regarding inheritances, financial security, and provisions for long-term care. These […]
January 3, 2024
property easement law

An In-Depth Examination of Easements and Property Rights in Ohio

Easements and Ownership Rights Owning property in Ohio is not merely a matter of possession; it entails a comprehensive understanding of the legal intricacies that come with it. Among these complexities, easements and property rights hold a pivotal role. These legal principles can significantly impact how […]
December 4, 2023
family farm succession plan

Estate Planning for Ohio’s Farmers

Ohio Farm Transitions In the heart of Ohio’s rich agricultural landscape, the transfer of a farm from one generation to the next is a journey steeped in tradition and future aspirations. At Heban, Murphree & Lewandowski, LLC, we deeply understand the complexities and emotional weight of […]