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The Law Office of David G. Bale

Reviewing & Updating Your Will

Creating a will allows an individual to provide detailed instructions about how their assets and property should be managed, distributed, or disposed of when they're gone. However, it is important that you update your last will and testament regularly to ensure that it is consistent with your current wishes. An experienced Ohio estate planning attorney can enlighten you about when to review or update your will.
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The Law Office of David G. Bale

Wills vs. Trusts: Which One Is Right for You?

Creating a well-detailed estate plan allows an individual to provide instructions about how their assets and property should be managed in the event of their death or sudden incapacitation.
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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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