We advise clients to review their estate plans every three to five years, or when significant life events occur. Such events may include marriage, divorce, the birth of children, substantial asset acquisition, or changes in tax legislation. Regular reviews ensure that your estate plan remains current and accurately reflects your wishes and financial situation.

A will is a legal document that specifies how your assets should be distributed after your death and becomes effective only upon your passing. In contrast, a trust is a legal entity that can manage your assets both during your lifetime and after death. Trusts typically offer greater privacy and can help bypass the probate process, potentially simplifying asset transfer for your beneficiaries.

While self-created wills are possible, we highly recommend seeking professional legal assistance. Estate planning laws are intricate and vary by state. An experienced attorney can ensure your will is legally valid, accurately expresses your intentions, and addresses potential complications. Professional guidance can help prevent costly errors and provide assurance that your estate will be managed according to your wishes.

The duration of probate can vary considerably depending on the estate's complexity and any potential disputes. In central Ohio, an uncomplicated probate case may be resolved in six to nine months. However, more intricate estates or those involving litigation may take several years to settle. Our firm strives to expedite the process while ensuring full compliance with all legal requirements.