Daniel and Diane, a husband and wife, had lake front properties in their family for generations. They wanted to hand the properties down to their daughter Melissa and her siblings as an early inheritance. Daniel and Diane gifted individual lots to each of their children, titled in their child’s name alone. However, Melissa’s husband Patrick was upset that his name was not going to be put on the title. Melissa asked her parents to put Patrick on the title, which they did.

Sadly, Melissa’s marriage to Patrick ended and she filed for divorce. In the divorce, Patrick claimed that the ... Read More ›

As we are all aware, these are challenging times. We are all focusing on our health, primarily, but also our financial stability.  Most of you are not thinking about your estate plan; however, during this time it is more important than ever to consider, at a minimum, healthcare directives and financial powers of attorney.  The Estate Planning Practice Group at Reminger is here and ready to assist you.

Healthcare powers of attorney allow you to name an agent to make healthcare decisions for you if you are not capable of making them for yourself.  The current healthcare power of attorney also permits you to nominate a guardian if one is ever needed and includes an authorization to release your protected health information to your designated agent.  If you become ill and require hospitalization, the hospital will ask if you have a healthcare power of attorney upon admission. Having this document in place ensures that your wishes will be followed in the event of a healthcare crisis.Read More ›

Since the seminal case of Wilson v. Lawrence, 150 Ohio St.3d 368, 2017-Ohio-1410, Ohio courts have consistently held that, pursuant to R.C. 2117.06, creditors have a strict six-month statute of limitations to present their claims against an estate. This means that creditor’s claims are not properly presented if they are not served upon the court-appointed fiduciary within six months after the decedent’s date of death. A recent case confirms that it is not enough to apply to be a fiduciary to satisfy this strict deadline – you must actually be appointed by the Court.Read More ›

On September 18, 2018, the U.S. Department of Veterans Affairs (VA) issued Final Rule Number 8320-01, RIN 2900-AO73, which goes into effect on October 18, 2018.  This Rule establishes new requirements for evaluating net worth, medical expense deductions, and asset transfers,and drastically changes the planning opportunities available for veterans and their surviving spouses.  Read More ›