Ohio Estate and Probate Q&A artwork

Ohio Estate and Probate Q&A

110 episodes - English - Latest episode: about 4 years ago - ★★★★★ - 1 rating

Estate planning can be intimidating. Probate can be confusing. If you're wondering how to start with either of them, this show is for you. Attorney Scott Hoberg will explain what you need to know and need to do in order to make estate planning and probate an easy process for you in the State of Ohio.

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Episodes

What is a Living Trust?

November 21, 2018 10:00 - 6 minutes - 5.12 MB

What makes a trust a living trust? What are the types of living trusts? Find out in this episode of Ohio Estate and Probate Q&A. We will discuss living trusts, why you may want to use them, and how exactly you can begin to create one for your family. 

Why Reduce Your Probate Estate?

November 17, 2018 10:00 - 5 minutes - 4.94 MB

The lower your probate estate is, the less money you have to spend. But why is this the case? In this episode, we discuss what your probate estate is and what can be done in order to lower it. Some actions can be quick and simple while others may involve more planning. It is highly advisable that before you attempt to lower the size of your estate, you consult a lawyer to make sure you are not creating any unintended consequences. Some solutions may seem simple on paper, but can create som...

Ohio Estate and Probate Q&A: How to Plan an Estate with a Second Marriage?

November 14, 2018 10:00 - 6 minutes - 5.83 MB

Second marriages and estate plans The laws involving estate plans were written a long time ago without the twenty-first century family in mind. Because of this, even writing down what you want isn't enough sometimes. When you have children from a previous marriage, there are unintended consequences even if you have an estate plan that states your desires. In this episode, we will discuss some of these unintended consequences. We will also discuss what you need to do to ensure that your d...

Ohio Estate and Probate Q&A: How Long Does Probate Take?

November 12, 2018 10:00 - 6 minutes - 7.12 MB

How long does probate take? Probate court can take time. How much time? Well, that depends on the size of the estate and the complicating factors involved. If you are wondering about what the timelines look like for probate in Ohio, you've come to the right place. Even in the best of circumstances, some cases may take months. In other situations, you may need months in order to wrap your head around all the factors involved. Regardless, this episode should help explain what you will enco...

Ohio Estate and Probate Q&A: Do I Need a Trust for my Adult Children?

November 09, 2018 10:00 - 7 minutes - 6.32 MB

Trusts for adult children? Not every family needs a trust. This is particularly true if you have adult children. Find out what factors are important in figuring out if creating trusts is right for you. Whether your children have creditor problems, spending problems, or if you simply care about controlling what money is used for, we will go over all the factors. The thought of having a trust may be intimidating. However, it is helpful in many cases. You can determine whether this is somet...

Should I Consider an Online Estate Plan?

November 07, 2018 10:00

Today's question is "should I Consider an Online Estate Plan?" The short answer? NO! Online and offline forms can create significant problems for you and your family and can cause many unintended consequences. Signing documents without explanation and without the advice of a lawyer may result in you signing something you do not fully understand.  In this episode, find out some of the problems these forms cause families and learn how you can easily prevent them with planning in advance. 

Ohio Estate and Probate Q&A: Should I Consider an Online Estate Plan?

November 05, 2018 10:00 - 7 minutes - 7.98 MB

Online Estate Planning? Today's question is "Should I Consider an Online Estate Plan?" The short answer? NO! Online and offline forms can create significant problems for you and your family and can cause many unintended consequences. Signing documents without explanation and without the advice of a lawyer may result in you signing something you do not fully understand. In this episode, find out some of the problems these forms cause families and learn how you can easily prevent them ...

Ohio Estate and Probate Q&A: When Should I Update My Estate Plan?

November 04, 2018 18:06 - 6 minutes - 6.5 MB

When to update your estate plan? Estate plans prepare us for the unexpected. However, after the unexpected happens, we may need to update our plans. Find out what life events you need to be aware of in order to make sure your estate plan is up to date. In this episode, you will learn what can trigger a change in your estate plan, even if you are unaware of the change. Likewise, you will learn how to ensure that your plan is up to date every year for you and your family. Having an estat...

Ohio Estate and Probate Q&A: What Is Probate?

November 04, 2018 18:05 - 5 minutes - 6.25 MB

What is Probate? "You need to avoid probate." We've all been told this, right? Well, what does it mean? In this episode, Scott explains what probate court is in Ohio and what it does. In doing so, Scott explains what you need to do if you need probate court to resolve an issue involving your property or your family. Like all areas of law, probate can be a complex process. However, we will break everything down into plain English and provide answers for you that can lead you on your way...

Ohio Estate and Probate Q&A: What is Estate Planning?

November 04, 2018 18:05 - 5 minutes - 5.63 MB

What is estate planning? Are you curious about what estate planning entails but you were too afraid to ask? Have no fear! On this episode, I break down what estate planning entails, what you need to know, and how you can begin to take steps to protect your family. Whether you need a simple power of attorney for a family member or desire to create a trust that will protect generational wealth for your family, I will explain what estate planning is in plain English for you. In this episo...