As the calendar turns to December, and before the rush of holidays kicks into high gear, now is a great time to review your estate plan and insurance coverage. Have you updated your estate plan recently? Do you even have an estate plan? When is the last time you met with your insurance agent to discuss your car and home coverage? Do you have enough life insurance? Here are five things that every family should review.

With the help of an experienced estate planning attorney, you can feel relieved that your digital assets will be easily located, managed, and passed to your loved ones.

If you are injured by the negligence of an uninsured or underinsured driver, let McCarthy Law Office guide you through the process and fight for the maximum amount of compensation.

If you are in need of legal documents for your high school graduate and soon-to-be college student, or if you are need of a review and update of your estate plan, please contact me at mccarthy@danmccarthylaw.com or 513-815-7006 for a consultation.

We are pleased to announce that Dan McCarthy has once again been named to the Ohio Super Lawyers list. This is his fourth consecutive year on the list, continuing a streak that started in 2019. He was also named as a Rising Star Super Lawyer from 2014-2017. 

When it comes to your estate planning though, how should you handle your timeshare? If you have a revocable trust, should you transfer ownership of the timeshare to your trust? Should you instead continue to hold it in your name, or jointly with another family member? What if you do not use it very often and, despite your efforts to get your adult children to use it, it mostly just goes unused? Here are a few things to consider when deciding how to plan for your timeshare.

Probated estates become a matter of public record. That means that anyone can simply go down to the courthouse or hop online and find out about your probate, including your family information and a detailed inventory of all of your assets.

Congratulations! Graduation is the culmination of years of hard work, and often years of private school tuition payments. Graduation from high school also generally means that you are at least 18 years-old. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed.

Did you know…? If you don’t have a valid will or trust, then Ohio laws will determine how your assets pass, to whom they pass, and when they pass. Here is a brief check-up on the status of your plan.

With health care at the top of everyone’s mind right now, we want to reassure you that we are here to help. Choosing the right health care decision-maker and clearly communicating your wishes for your end-of-life care are two matters that should not be taken lightly. We can assist you in determining whom to name to this very important role and making sure that your wishes are clearly communicated in the appropriate documents

In order to avoid problems, below is a list of ten documents you should start preparing right away to ensure you have a solid estate plan in place and your heirs are protected.

President Biden signed the American Rescue Plan on March 11, 2021. The money has already started to go to those taxpayers who use direct deposit. Money will continue to be distributed in the coming weeks and months. Now is a great time to scratch estate planning off your to-do list and protect your family’s future. 

Preparing your company for your incapacity or death is vital to its survival. If you have not planned appropriately, your business can be disrupted, harming your customers, employees, vendors, and ultimately, your family.

If you have been injured by the negligence of another driver, contact McCarthy Law Office for a free consultation to discuss your clam. 

A DIY estate plan can lead to a false sense of security because it may not achieve what you think it does. Trying to go it alone may actually do much more harm than good. We are here to help and give you peace of mind. Call, text, or email to schedule an appointment to get started on your family’s plan.

An estate plan is much more than a simple will. In order to properly plan for your family, you must coordinate your assets and your documents. I can help ensure that you have the necessary documents to avoid probate where possible and will help provide peace of mind. Please call, text, or email to get started today.

While estate planning can be daunting, it does not have to be. Contact a knowledgeable estate planning attorney to help guide you through this process. We can explain your options and advise you on the best plan that will follow your wishes while at the same time meeting your family’s needs. I strive to make the process as painless and seamless as possible.

Call or email McCarthy Law Office. The end of the year and getting ready for the holidays is stressful. We can help make the estate planning process as painless as possible and scratch this very important task off of your to-do list.