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Ohio Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: My cousin died intestate with no husband or children no siblings or parents who gets the money?

My cousin died without a will, she has no surviving parents or siblings spouse or children. Her estate is roughly $16,000 cash. She does have an uncle and roughly 30 cousins from her mom's and her dad's sides of the family. Does both sides inherit part of the $16,000? My cousin's... View More

Joseph Jaap
Joseph Jaap
answered on Feb 14, 2018

Somebody will have to file with the probate court to open her estate and be appointed administrator. Her assets would be distributed to next of kin according to Ohio law of descent and ditribution - which would include uncles, cousins, etc. Use the Find a Lawyer tab to consult a local probate... View More

1 Answer | Asked in Estate Planning, Elder Law and Probate for Ohio on
Q: I have POA for my father in hospice, and he does not have a will.

My father is in hospice and has signed to designate me with POA. He has few assets, is enrolled in Medicaid, and what little income he has is going to the nursing home. On top of that, he has significant medical bills from the past year that are not covered (he does not have the money to pay),... View More

Joseph Jaap
Joseph Jaap
answered on Feb 12, 2018

His POA will terminate at his death. Check with BMV about changing title to car now or transfer on death. His estate will be liable for his debts. If his estate is insolvent, then the creditors won't be paid.

1 Answer | Asked in Estate Planning for Ohio on
Q: My ex just died. He was remarried but lived w/his mother & not his wife. Who takes ownership of his possessions?

We have a child together but he had a will. No one is using the will as the situation has changed since then. But, b/c he lived with his mother & on the will he had named her to take care of his property in the event of his death, she is now claiming Everything he owns is hers because it is in... View More

Joseph Jaap
Joseph Jaap
answered on Feb 12, 2018

Since you were divorced from him, you have no inheritance rights unless you are named in his will. His wife, mother, or child will have to open a probate case. If there is a will, it must be presented to the probate court. The court will appoint an executor, and the executor must follow the will... View More

1 Answer | Asked in Elder Law, Estate Planning and Probate for Ohio on
Q: I know someone who isn't properly using his elderly mother money but she isn't competent to sign for a different POA
Joseph Jaap
Joseph Jaap
answered on Jan 31, 2018

Other family members would have to get involved and take action in court to terminate the POA and appoint a guardian for her.

1 Answer | Asked in Estate Planning, Elder Law and Probate for Ohio on
Q: My aunt took over my grandma house when she died and never reported to state she's been paying land tax living there 16y

My grandma had 2 children my dad and my aunt who took over grandma house. What are my rights my dad just passed away.

Joseph Jaap
Joseph Jaap
answered on Jan 29, 2018

Use the Find a Lawyer tab to retain a local probate attorney to review the situation and advise you if you have any claim to the house or estates of your father or grandmother.

1 Answer | Asked in Estate Planning and Landlord - Tenant for Ohio on
Q: Can a lanlord raise rent just 10 days before an auto renew date, or must they give you advanced notice of the change?
Joseph Jaap
Joseph Jaap
answered on Jan 25, 2018

It depends on what the terms of the lease say about auto renewal and notice that is required. There is no requirement for notice other than what a lease might state. If the lease expires, then the landlord can evict for non-payment of the new higher rent amount. Use the Find a Lawyer tab and... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: Living will

How can I create a living will in Cincinnati,ohio? I am a 26 year old woman with one child. I want to nominate a family member as legal guardian of my child and give my family member any assets and any money from a life insurance policy.

Joseph Jaap
Joseph Jaap
answered on Jan 24, 2018

A Living Will deals with instructions for medical care in certain terminal conditions. It only deals with medical issues. A Last Will and Testament deals with distribution of a person's property, nomination of an executor and guardian for children, etc. A trust can be established and funded... View More

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: I am the sole heir on my mom's will in OH, where she owned property and some other things. They lived in FL.

Is her spouse, not my dad (she had no other children), entitled to anything in OH, too? He automatically received their house, vehicles, everything in the house, etc.

If so, is it something I can get an attorney to argue against? I thought wills were honored first.

Thank you for any advice.

Joseph Jaap
Joseph Jaap
answered on Jan 22, 2018

A person's assets can pass outside of a will, automatically, e.g. joint ownership of a house, car, bank account, etc. Those are not part of the estate, so the will does not control items that are transferred by such joint or transfer on death instructions. Use the Find a Lawyer tab to retain... View More

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: My father is passed. He's still in his mother's will who is living. Will my uncle get everything? My dad didnt have a on

My grandmother never took my dad out of her Will after he passed. When she passes will my uncle get everything or will my siblings and I get a share? My dad never did have a Will. His name is still on the land deeds also.

Joseph Jaap
Joseph Jaap
answered on Jan 22, 2018

It totally depends upon how his mother's will is written, and whether or not your father had a will, was married when the died, etc. Her property could be divided only among her living children, or her will could specify that if any of her children are deceased, the descendants of that... View More

1 Answer | Asked in Collections, Probate and Estate Planning for Ohio on
Q: My husband passed away last April. Am I legally responsible for his unpaid medical and credit card bills?

The medical bills were in his name. He and I had separate health insurance companies.

He applied for the credit card, it was in his name only, and all the charges were made by him.

Joseph Jaap
Joseph Jaap
answered on Jan 17, 2018

Those debts are the responsibility of his estate to pay. You are not personally responsible to pay them. But creditors still might pester you for payment. If so, use the Find a Lawyer tab to contact a creditors rights attorney.

1 Answer | Asked in Estate Planning for Ohio on
Q: My mother passed my younger brother and I have POA also in her bank account he took all the money out is that legal?

I was the only one who took care of her for 15yrs my brother did nothing I took care of her not asking for a dime.

Joseph Jaap
Joseph Jaap
answered on Jan 15, 2018

A POA terminates with the death of the person who granted it. Any use of a POA after that, would be wrongful or fraudulent. If your brother's name was on her bank account, then he might have been able to legally withdraw funds. Use the Find a Lawyer tab to consult a local probate attorney... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: My sister left me a note saying she needs 200 for cable bill said I can't use estate account because bill in my name

I thought when you open up estate account its for house bills

Kenneth V Zichi
Kenneth V Zichi
answered on Jan 12, 2018

Your question is unclear, but I will take a stab at this. The estate account is to pay bills necessary to manage and preserve assets for the ESTATE. Unless the deceased person is going to be watching a lot of cable TV, that is not an 'estate' bill, and shouldn't be paid past the date... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: Can an executor of an estate change the will?
Kenneth V Zichi
Kenneth V Zichi
answered on Jan 12, 2018

Not to be too pithy about it but ... no.

If they are trying to you need to consult with your own attorney YESTERDAY.

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: Can I withdraw funds from my cousin's account if I'm on it after she dies?

My cousin added me to her bank account a few months before she died. She died Nov. 18th. I was told by someone I could take funds out. But now the bank is calling me about it.

Matthew Williams
Matthew Williams
answered on Jan 12, 2018

If the funds were not yours, there is likely to be an argument from the estate that you were not authorized to withdraw them until her estate was settled. You should sit down with a lawyer and go over the paperwork.

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: My mom said my sister made her change her bank accounts to POD to her since she takes care of her. This is $300,000

My mom says she wants to list both of us as POD on accounts but my sister threatens to not take care of her if she does that. My mom and sister live in Florida and I live in Ohio and have a job, so I can’t be there for her all the time. Do I have any legal rights if something happens to my mom?

Joseph Jaap
Joseph Jaap
answered on Jan 8, 2018

Your mother is free to make her own decisions as long as she is mentally competent. If someone exerts undue influence on another person, or coerces them, then another family member could make a claim about that. Use the Find a Lawyer tab and consult a FL attorney.

1 Answer | Asked in Probate and Estate Planning for Ohio on
Q: My son's father passed away. No will, no spouse. Never married. Only 1 minor child. Who inherits his personal property
Joseph Jaap
Joseph Jaap
answered on Dec 28, 2017

If someone opens his estate in the probate court, then the court will decide who is a proper heir according to OH law. Any alleged child would have to prove paternity. If his personal property doesn't amount to much, and he has no real estate or other assets to distribute, then there might... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: My m-in-l passed away and my s i l is trying to make my hus buy her car. We had trust. Can we just go get title?

An illegal will was made by s-i-l after their mom had a stroke.

Joseph Jaap
Joseph Jaap
answered on Dec 22, 2017

If the vehicle is titled in the name of the deceased, then the probate court would have to approve the transfer of the vehicle once the estate is filed with the probate court.

1 Answer | Asked in Probate and Estate Planning for Ohio on
Q: My father inlaw passed away yesterday and we just found out that his lawyer in no longer a lawyer and we have the will

So what happens now with the will if there is no lawyer anymore

Joseph Jaap
Joseph Jaap
answered on Dec 20, 2017

Use the Find a Lawyer tab and contact another local estate planning or probate attorney to help you and file it with the probate court.

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: If we have a will from my dad passing and the lawyer that did ths will is nolonger a lawyer what happens now
Joseph Jaap
Joseph Jaap
answered on Dec 20, 2017

Use the Find a Lawyer tab and consult another local estate planning or probate attorney who can review the situation and assist you. It does not have to be the same lawyer who prepared the will.

1 Answer | Asked in Estate Planning for Ohio on
Q: Can you contest a life estate?
Joseph Jaap
Joseph Jaap
answered on Dec 20, 2017

Most anything can be contested. It would require the court to review evidence that the person who granted a life estate was not mentally competent, or was coerced, or was under undue influence at the time of the grant. Use the Find a Lawyer tab and consult a local estate planning attorney.

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