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The Law Office of David G. Bale

Why Signing A HIPAA Release is an Important Part of Estate Planning

Most people understand that having a comprehensive estate plan in place is an essential responsibility to ensure your family is cared for after you pass and that your wishes are followed. However, not everyone has taken the steps to begin this process or to ensure their estate plan is up to date and complete. One component of this that’s often overlooked concerns your health care wishes—specifically, signing a HIPAA release as part of an estate plan.
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The Law Office of David G. Bale

Estate Planning for Young Adults

When most young people hear the term “estate planning,” they may think it only applies to older people or those who have a large amount of assets they need to protect.
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The Law Office of David G. Bale

Using an Estate Planning Attorney vs. Online Forms

Having a well-detailed estate plan is important to protect your assets, property, and surviving loved ones and prepare for the uncertainties of life. With your estate planning documents, you can provide detailed instructions about how you want your estate to be handled, distributed to beneficiaries, or disposed of when you’re gone or after sudden incapacitation.
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The Law Office of David G. Bale

Is a Handwritten Will Valid in Ohio?

A last will and testament, commonly referred to as just a will, is the most basic instrument of estate planning. Among other purposes, it is used to declare who among your loved ones and heirs receives what when you pass away.
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The Law Office of David G. Bale

Second Marriages & Estate Planning

If you’re getting remarried in Ohio, you may have gone through divorce proceedings, during which your marital assets were divided according to the state’s principle of “equitable distribution.” Your new spouse – and your new life – will require you to revisit your estate planning.
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The Law Office of David G. Bale

Important Tips for Executor of the Estate

You’ve been named the personal representative in the will of a family member or close friend, and suddenly, that person passes away, leaving their estate in your hands.
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The Law Office of David G. Bale

Common Misconceptions About Estate Planning

Estate planning is one of the most important things a person can do to protect their property and loved ones and prepare for the future. Unfortunately, there is an abundance of misinformation surrounding estate planning. Many of those misconceptions hold people back from taking control of their future.
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David G. Bale

Things You Should Consider Before Drafting Your Estate Plan

The only thing you need not consider before drafting an estate plan is whether you need one. Every adult needs one, even if it is basic. Building an estate plan is all about defining your goals and creating a plan that will achieve them. In order to set goals, you need to consider a range of issues.
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David G. Bale

Properties That Are Commonly Held in Trust

In its annual survey of how Americans carry out estate planning – whether they have a will or other heirship document in place – the website Caring.com has found that the percentage of people with just a simple will has been declining.
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