Ohio Estate Planning Legal Questions

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203 legal questions have been posted about estate planning by real users in Ohio. Ask your question and dive into the knowledge of attorneys who handle your issue regularly. Similar topics to explore also include trusts and estates, powers of attorney, and charitable giving. All topics and other states can be accessed in the dropdowns below.
Ohio Estate Planning Questions & Legal Answers - Page 3
Do you have any Ohio Estate Planning questions page 3 and need some legal advice or guidance? Ask a Lawyer to get an answer or read through our 203 previously answered Ohio Estate Planning questions.

Recent Legal Answers

How do I open an estate in another state?

Answered 8 years and 9 months ago by Christine Sabio Socrates (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
It is true that to be an administrator you must reside in the same state as the decedent. You can use just about anyone if you sign a waiver stating that you approve of this person as administrator. Many people have used attorneys or family friends to serve as administrator. Whoever you decide to use must be bonded which adds some protection for the estate.... Read More
It is true that to be an administrator you must reside in the same state as the decedent. You can use just about anyone if you sign a waiver stating... Read More

What are our rights if we inherited an owner financed home?

Answered 8 years and 10 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
First issue is: Do you want the house? Or do you want the equity (cash) that your father built up? If you want the house, you can refinance it or continue to pay them on the land contract (probably, you need to have an attorney look at the land contract for you).If you want the money, you can sell the house, pay off the current holder and you clear the difference.... Read More
First issue is: Do you want the house? Or do you want the equity (cash) that your father built up? If you want the house, you can refinance it or... Read More

Should the contractor cover the repair if I had a contractor put metal roof on?

Answered 8 years and 10 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
What are the terms of your contract with the roofing company? Did it have a warranty? How long is the warranty? What does the warranty cover?
What are the terms of your contract with the roofing company? Did it have a warranty? How long is the warranty? What does the warranty cover?
It only makes sense to reopen an estate if 1, you can prove that property was stolen (suspecting a theft isn't the same as being able to prove one) and 2, you know who has the assets and the court can take them back (it doesn't do any good to get a court ruling that you're the rightful owner of the assets if the assets are in, say, India and the court's order can't be executed yet.... Read More
It only makes sense to reopen an estate if 1, you can prove that property was stolen (suspecting a theft isn't the same as being able to prove one)... Read More

If I have a Transfer on Death Designation Affidavit, am I responsible for her medical bills?

Answered 8 years and 10 months ago by Christine Sabio Socrates (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Is your mother still living? You will not be personally responsible for her medical bills however her estate may be. Is she on Medicaid or Medicare?
Is your mother still living? You will not be personally responsible for her medical bills however her estate may be. Is she on Medicaid or Medicare?
A power of attorney lapses at death. So a durable power of attorney ("durable" means that it remains in force even if the person becomes incompetent) would be no help.? The deceased's next of kin have the right to decide how to dispose of the remains and a fiancee is not considered related.... Read More
A power of attorney lapses at death. So a durable power of attorney ("durable" means that it remains in force even if the person becomes incompetent)... Read More

Does a trustee of a revocable trust have to give beneficiaries detailed bank statements in the yearly accounting?

Answered 9 years ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Generally, a trustee is required to give annual accounting to the beneficiaries. However, if the person who created the trust can waive this requirement by writing that waiver in the trust.
Generally, a trustee is required to give annual accounting to the beneficiaries. However, if the person who created the trust can waive this... Read More

What rights does she have if my daughter father passed away and her sister has power of attorney?

Answered 9 years and a month ago by Ronald Karl Nims (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Unless there is a surviving spouse, a child is the next of kin. A sister with a power of attorney has no rights, a power of attorney becomes void at death.
Unless there is a surviving spouse, a child is the next of kin. A sister with a power of attorney has no rights, a power of attorney becomes void at... Read More

How do I go about getting the estate cashed if the account is closed for almost 2 years?

Answered 9 years and a month ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
You can reopen the estate for a newly discovered asset, then cash the check and distribute it. Unless the check is large this might be more trouble than it's worth.
You can reopen the estate for a newly discovered asset, then cash the check and distribute it. Unless the check is large this might be more trouble... Read More
You need the approval of the executor to enter of deceased home. If no executor has been appointed, you need the approval of next of kin, this would be the surviving spouse, if no surviving spouse, the children of the deceased.
You need the approval of the executor to enter of deceased home. If no executor has been appointed, you need the approval of next of kin, this would... Read More

What can I do with the check when bank account is closed?

Answered 9 years and 2 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
If we're only talking about a couple hundred dollars, just sign it over to yourself and deposit it in your bank. If its significant, then reopen the probate with an after-acquired asset.
If we're only talking about a couple hundred dollars, just sign it over to yourself and deposit it in your bank. If its significant, then reopen the... Read More

How do I take my brotherโ€™s name off our joint time share?

Answered 9 years and 3 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Well, the easiest way is to have your bro sign over his interest but deadbeats tend to imagine the the world (or at least that sliver of the world unfortunate enough to share their DNA) owes them. Nobody buys a timeshare for cash (people who have cash are too smart to blow it on timeshares, magic beans or pirate treasure maps;that's why they have cash), so you can offer to take his name off the loan. Since timeshares aren't worth anything, what difference does it make anyway?... Read More
Well, the easiest way is to have your bro sign over his interest but deadbeats tend to imagine the the world (or at least that sliver of the world... Read More

Can we alter a pre-nuptial agreement then sign and get notarized and filed?

Answered 9 years and 4 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Pre-nuptial agreements cannot, as the name implies, be altered after the wedding. So, whatever is in the pre-nup is final. Generally, pre-nups do not refer to specific assets which may be inherited in the future, so if the house doesn't fit the treatment set out in the pre-nup, then it will be handled under the general terms of the pre-nup.... Read More
Pre-nuptial agreements cannot, as the name implies, be altered after the wedding. So, whatever is in the pre-nup is final. Generally, pre-nups do not... Read More

Do I have to have a new will made if I moved to another state?

Answered 9 years and 6 months ago by Christine Sabio Socrates (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Not necessarily, however if you have had other significant life changes or several years have passed since you executed the first will, it may be a good idea to at least have it looked over by an attorney in the state you relocated to. You should also have a financial and healthcare power of attorney and a living will if desired.... Read More
Not necessarily, however if you have had other significant life changes or several years have passed since you executed the first will, it may be a... Read More

Can I establish the trust with the property I am purchasing included prior to closing on the house?

Answered 9 years and 6 months ago by Ronald Karl Nims (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
I would advise establishing the trust first, if only to save the cost of writing two deeds.
I would advise establishing the trust first, if only to save the cost of writing two deeds.
Are you using the website to do your homework in a business law class? It depends what the terms of the reversionary interest is. If the property must be used for church purposes and the church has ceased this use, then your family needs to file a suit to clear clouds on title to reclaim the property.... Read More
Are you using the website to do your homework in a business law class? It depends what the terms of the reversionary interest is. If the property... Read More

Is she entitled to part of my inheritance once we move in together or get married?

Answered 9 years and 7 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Inheritance rights go to one person at a time. For example, if my father names me his heir and I name my son my heir, as long as I'm alive my son has absolutely no right to my inheritance from my father. So, no one has any rights in your inheritance from your mother as long as you are alive. Second, if you mother has a will, she chooses her heirs, without any limit (except her husband would have some limited rights). She could give her entire estate to the Queen of England, and no one would be able to challenge it (assuming she's not crazy). If she doesn't have a will, her estate goes first to her husband and descendants. Your boyfriend's son is not your mother's descendant... Read More
Inheritance rights go to one person at a time. For example, if my father names me his heir and I name my son my heir, as long as I'm alive my son has... Read More

If she has no proof, can she dispose of the property since she was listed as second executor?

Answered 9 years and 7 months ago by Ronald Karl Nims (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
It's true that your father does not inherit anything from his deceased ex wife, however, things that they bought together are owned 50-50, and things that he bought and/or owned are his. He does not need to give the daughter any access to his home and he needs to inventory all the property, as his, hers and ours.... Read More
It's true that your father does not inherit anything from his deceased ex wife, however, things that they bought together are owned 50-50, and things... Read More

Is her 401k account part of her estate subject to probate law since there was no will?

Answered 9 years and 7 months ago by Ronald Karl Nims (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
401(k) accounts are not probate assets unless no beneficiaries are named. When beneficiaries are named, the beneficiaries receive the funds and other people, including family members, have no claim.
401(k) accounts are not probate assets unless no beneficiaries are named. When beneficiaries are named, the beneficiaries receive the funds and other... Read More

Will I be responsible for my husbandโ€™s credit card debt upon his death?

Answered 9 years and 7 months ago by Christine Sabio Socrates (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Creditors may file a claim in the probate estate of your husband but cannot hold you personally responsible if the credit card is in his name alone. If there are any probate assets the court may require you to use these assets to pay the credit card debts. You may be able to negotiate with the creditors to take a lesser payment in satisfaction of the outstanding debts.... Read More
Creditors may file a claim in the probate estate of your husband but cannot hold you personally responsible if the credit card is in his name alone. ... Read More

Can my brother take back the guns from us if we bought it but it was willed to him?

Answered 9 years and 7 months ago by Ronald Karl Nims (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
A will only deals with assets the deceased owned at the time of his/her death. Since your father did not own the guns when he died, the will has no effect on them.
A will only deals with assets the deceased owned at the time of his/her death. Since your father did not own the guns when he died, the will has no... Read More

Will he have to pay inheritance taxes or IRs taxes or is there a better way of handle his inheritance?

Answered 9 years and 8 months ago by Christine Sabio Socrates (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
While there will not be any estate tax if your estate is under $5,000,000.00, there will be income tax when he receives distributions from the IRA.
While there will not be any estate tax if your estate is under $5,000,000.00, there will be income tax when he receives distributions from the IRA.

Does it matter if there is a typographical error on the deed?

Answered 9 years and 8 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Filing a correction of a deed is common. I recommend doing it now rather than waiting and, possibly, messing up a sale in the future.
Filing a correction of a deed is common. I recommend doing it now rather than waiting and, possibly, messing up a sale in the future.

How do I get a copy of her will if I do not know who her attorney was but she told us she had a will?

Answered 9 years and 9 months ago by Christine Sabio Socrates (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
It is difficult to find a will if you do not know who the attorney is that helped her execute the will. You should look if she has a safe at home, a safety deposit box at her bank or she may have deposited with the probate court in the county where she resides. You can still open an estate without a will if she has assets to probate. That way, if there is a will, someone may come forward with it once the estate is open or the administrator appointed can have access to all of her personal effects and information and be able to investigate easier.... Read More
It is difficult to find a will if you do not know who the attorney is that helped her execute the will. You should look if she has a safe at home, a... Read More

If the mother has no will, can the biological, adult daughter become administrator even if mom is remarried but estranged?

Answered 9 years and 9 months ago by Ronald Karl Nims (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
In the absence of a will the spouse would have the first claim to be administrator and the deceased children would have second place. Meaning that if there is no legitimate objection to the spouse, the spouse would get it but if the spouse had a criminal record, does drugs, stole estate assets, etc. then spouse would be removed. Be careful here, removing or challenging the spouse doesn't mean you will be appointed, often when relatives battle the court will appoint a lawyer as executor, and the bills are often exactly equal to the amount of the estate.... Read More
In the absence of a will the spouse would have the first claim to be administrator and the deceased children would have second place. Meaning that... Read More