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The Law Office of David G. Bale

Is Your Inheritance Taxable?

Dealing with the loss of a loved one is never easy. This goes for both aging parents and grandparents who have lived long and full lives, as well as those who are taken from us suddenly and without notice. The loss is still the same, and we all must find ways to hold on to their memory.
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The Law Office of David G. Bale

LGBTQ Couples and the Importance of Estate Planning

Since the landmark Supreme Court decision of Obergefell v. Hodges in 2015, same-sex marriage became the law of the land, falling in line with beliefs that the majority of Americans already held about basic civil rights.
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The Law Office of David G. Bale

Estate Planning With a Non-Citizen Spouse

In the United States, foreign-born individuals comprise 14% of the national population, according to 2019 data from the American Immigration Council. Whether you are a non-citizen or have a non-citizen spouse, it is essential to have an estate plan in place.
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The Law Office of David G. Bale

Estate Planning for a Blended Family

Family can be the most wonderful thing in our lives while also being the most complicated. And, when it comes to planning for the future, a complex family structure will bring with it issues and considerations that must be taken into account. This is especially true when you’re estate planning for a blended family since this typically requires more modifications and detailed documentation than for a “traditional” family.
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The Law Office of David G. Bale

Understanding Pour-Over Wills

Inflation is one of the most talked-about topics in the U.S. these days. The phenomenon has created a stronger desire in people to carry out estate planning, according to a survey by the site Caring.com. One out of every four Americans now says that inflation has awakened in them the need to engage in estate planning.
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The Law Office of David G. Bale

Estate Planning and Divorce

No one is ever fully prepared for all that’s involved in a divorce. Untangling two lives from one another takes a lot of time and careful consideration. You’ll have to make big decisions about dividing jointly-held property and assets, figuring out where each spouse will live, determining whether alimony will be paid, and agreeing upon child custody and child support.
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The Law Office of David G. Bale

Creating a Trust for Children With Substance Abuse Problems

Even though the vast majority of people are familiar with the detrimental effects of illegal substances and alcohol, there are millions of Americans with substance abuse problems. It is even more heartbreaking and devastating when it is your child who falls prey to substance abuse.   Your child’s drug or alcohol abuse problem is definitely something worth taking into consideration when creating a trust or other estate planning documents.
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The Law Office of David G. Bale

Are Heirs Responsible for Their Loved One's Debts?

Losing a family member can be a difficult experience for their surviving loved ones. In Ohio, probate proceedings are often initiated after a person's demise to settle their estate and final affairs. However, various issues often arise regarding paying any unpaid debts of the deceased person.
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The Law Office of David G. Bale

Creating a Business Succession Plan

Business succession planning is a critical part of any business owner’s arsenal. It is the process of preparing for and managing the transition of ownership and management of a business from one generation to another or from one owner to another.
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The Law Office of David G. Bale 

Common Estate Disputes

There can be considerable drama in the wake of someone’s death. Those who believed the decedent was leaving them something and those who believed they should inherit may object to the administration of the estate for various reasons. Grief, anger, and disappointment are all strong emotional motivators for discontent.
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