If you add other people as joint owners with rights of survivorship, you will be making a gift to them. If that is not your intent to make a gift...

If married can someone besides my husband be guardian on my estate?

You may name someone other than your spouse as either the guardian of your estate while you are alive if you become incapacitated or as the...

From this language alone, the deceased beneficiary's Will does not control the distribution. The phrase "then living issue per stirpes" controls...

The authority granted in a power of attorney ended when your grandfather died. However, the trust could grant someone a limited power of...

Is there a form that can designate a representative to handle funeral arrangements?

Yes, he can sign a Declaration for disposition of Bodily Remains pursuant to section 2108.70 of the Revised Code, You may want to consult with an...

What would be the best document/technique to accomplish this?

If the business can run itself, it may be as easy as designating your children as the Transfer on Death (TOD) beneficiaries of the ownership...

What happens the balances in the account go to mother's estate to be divided to her 3 children?

If sister was added on as a co-owner, the account is almost assuredly set up as joint with right of survivorship. This would mean that the account...

We're basically lost on how to make sure someone is able to be in charge and take over everything without hassle.

A power of attorney is effective to give someone access to pay bills while you are still living. After death, the power is not valid. At that...

Is this a valid provision in a will? Is this a valid provision in a trust?

Yes, it can be a valid provision but these types of provisions are not generally favored by courts. Therefore, you need to make sure the provision...

Are there reporting requirements for an irrevocable trust created for medicaid purposes? Do I need to do yearly maintenance?

The Ohio Trust Code requires the trustee to provide annual reports to certain beneficiaries, and the trustee likely has a requirement to file an...