Lustig, Evans & Lucas Co., L.P.A.Lustig, Evans & Lucas Co., L.P.A.2026-10-29T15:41:42Zhttps://www.lellaw.com/feed/atom/WordPress/wp-content/uploads/sites/1405136/2020/07/cropped-favicon-32x32.pngOn Behalf of Lustig, Evans & Lucas Co., L.P.A.<![CDATA[How can you plan for your pet if you die or become incapacitated?]]>https://www.lellaw.com/?p=475502026-10-29T15:41:42Z2026-10-29T15:41:42ZChoose a trusted caregiver
Assign someone who is willing and able to care for your pet if you die or become incapacitated. Discuss the arrangement beforehand so you know they understand the responsibility and feel comfortable accepting it. You can also name a backup caregiver in case your first choice becomes unavailable.
Document your pet's care routine
A written care guide helps your chosen caregiver maintain your pet’s routine and respond to its needs. Include details such as:
Feeding times and portion sizes
Medications, health conditions and your veterinarian's contact information
Exercise needs, behavior concerns and interactions with other animals
Keep this information somewhere your caregiver can access quickly. If your pet requires daily medication or follows a special diet, these instructions can help prevent disruptions that could affect its health.
Set aside money for your pet's needs
Estimate the cost of your pet’s ongoing care so the person taking over can afford to meet those needs. Account for food, veterinary visits, medication and grooming, along with any special care your pet might require as it ages. Since naming a caregiver does not automatically provide money for these expenses, consider how you will fund your pet’s continued care.
Create a legal plan for your pet
Ohio law allows you to establish a trust for an animal’s care under Ohio Revised Code Section 5804.08. A pet trust lets you set aside money for your pet and appoint someone to help ensure those funds serve their intended purpose. An estate planning attorney can explain whether this arrangement suits your needs and how it can work alongside your other estate planning documents.
Give your pet a more secure future
Choosing a caregiver, recording your pet’s routine and arranging financial support can help protect your pet if you become unable to provide care. Consider reviewing your plans with an estate planning attorney to ensure your wishes have appropriate legal support. Taking these steps now can help you protect a companion who has brought so much to your life.]]>On Behalf of Lustig, Evans & Lucas Co., L.P.A.<![CDATA[Four tips if you cannot decide on a guardian for your children]]>https://www.lellaw.com/?p=475482026-10-02T17:51:28Z2026-10-02T17:51:28ZChoosing a guardian for your minor children is one of the most emotionally challenging decisions parents face when creating a will. It is not uncommon for couples to struggle with this choice, debating the merits of different family members or friends. If you find yourself unable to agree on who should care for your children if the unthinkable happens, you are not alone. Here are four practical tips to help you move forward with this decision.
#1: Consider your core values first
Before discussing specific candidates, sit down with your partner and identify what matters most to you. Do you prioritize someone who shares your religious beliefs, your parenting philosophy or your geographical location? Creating a list of non-negotiable values can help narrow your options and provide objective criteria for evaluation.
#2: Evaluate potential guardians using specific criteria
Once you have identified your priorities, assess each candidate systematically. Consider the following factors:
The potential guardian's age, health and financial stability
Their existing relationship with your children
Their parenting style and household environment
Their willingness and ability to take on this responsibility
By examining each person against these concrete criteria, you can move beyond emotional reactions and make a more informed choice. This structured approach often reveals that one candidate clearly stands out above the others.
#3: Name co-guardians or successor guardians
If you cannot choose between two candidates, remember that you have options. You might name co-guardians who would share responsibilities, or designate a primary guardian with a successor guardian as backup. This approach can provide peace of mind, providing a back up plan if, for some reason, your first choice cannot fill this role.
#4: Make sure your choice is enforceable
After navigating the conversation and coming up with a suitable guardian or two, it is important to make sure you use proper documentation to make your wishes known. One of the worst outcomes is an invalid will that fails to honor your wishes. You can mitigate htis risk by reviewing applicable law to make sure your final documents are valid and enforceable. Selecting a guardian for your children requires careful thought and honest communication with your partner. While the decision may feel overwhelming, remember that naming someone is far better than leaving the choice to the courts. Take your time, use these strategies and know that you are taking an important step to protect your children's future.]]>On Behalf of Lustig, Evans & Lucas Co., L.P.A.<![CDATA[What happens to your digital accounts after you die in Ohio?]]>https://www.lellaw.com/?p=475292026-08-31T16:22:41Z2026-08-31T16:17:04ZThink about how much of your life now lives behind a password. Family photos may sit in the cloud, bills may arrive by email and social media accounts can hold years of conversations. After you die, those accounts do not simply disappear. Someone may need to sort through them, but getting access is not always as easy as knowing your username and password.
Sorting out which accounts matter
Not every online account needs the same attention. An old shopping account may simply need to be closed, while an email account could contain financial records your executor needs. Cloud storage may hold family photos or documents no one else has.These accounts and the information stored in them can qualify as digital assets. It helps to think beyond social media and consider anything online that someone may need to preserve, transfer or close after your death.
Choosing who can manage your accounts
Your executor or another person handling your estate may be able to manage some digital assets. Still, that person cannot assume a password gives them permission to enter every account.A provider may ask for a certified death certificate, proof that the person has authority to act for the estate and information connecting the deceased person to the account. These requirements help the provider confirm that it is dealing with someone who has legal authority to handle the account.
Protecting private messages under Ohio law
There is also a difference between managing an account and reading everything inside it. Ohio law gives fiduciaries a way to handle digital assets, but federal privacy law also affects what providers can release.Service providers generally cannot disclose the contents of private electronic communications unless an exception applies, such as lawful consent. As a result, your executor may have authority over certain digital assets without automatically gaining access to your emails or private messages.
Following the instructions you leave behind
Some online services let you decide what should happen after your death. You might be able to name a legacy contact or choose someone who can receive certain account information. Those settings can carry real weight.
You can also address digital assets in your will or other estate planning documents. Clear instructions can identify who should handle your digital property and what you want done with important accounts.
Leaving a clearer digital plan behind
You do not need to hand your family a list of every password. A more useful starting point is knowing which accounts matter, deciding who should handle them and recording what you want to happen. As your online life changes, those instructions deserve the same occasional review as the rest of your estate plan.]]>On Behalf of Lustig, Evans & Lucas Co., L.P.A.<![CDATA[What happens if you die without a will in Ohio?]]>https://www.lellaw.com/?p=475112026-07-29T14:43:55Z2026-07-29T14:43:55ZHow property passes without a will
Ohio’s intestacy law follows a specific order. Your surviving spouse generally receives the entire probate estate when you leave no descendants, such as children or grandchildren. The same rule applies when all your descendants are also descendants of your spouse.
The outcome changes when you have a child from another relationship. For example, when you leave one child who is not your spouse’s biological or adopted child, your spouse receives the first $20,000 plus half of the remaining balance. Your child receives the rest. Different formulas apply when you leave more than one child. Without a spouse or descendants, your parents inherit first. Your siblings or their descendants may inherit if neither parent survives.
These rules apply only to property that goes through probate. Assets transferred through a trust, life insurance policy, retirement account or payable-on-death designation, which names who receives an account after your death, may pass separately.
Who manages your estate without a will?
Because no will names someone to handle the process, the probate court appoints an administrator. State law generally gives priority to the surviving spouse and then to other close relatives. The administrator gathers probate assets, pays valid debts and expenses and distributes what remains to the relatives entitled to inherit under state law.
Check whether the default plan matches your wishes
Start by listing what you own and checking how each asset would transfer. Review account beneficiaries, ownership documents and family circumstances. Then compare the result with the people you want to protect.
These intestacy rules provide a default plan, not a personalized one. Creating or updating your estate plan can give your family clearer instructions and reduce uncertainty after your death.]]>On Behalf of Lustig, Evans & Lucas Co., L.P.A.<![CDATA[Should you use a TOD affidavit or look at other options?]]>https://www.lellaw.com/?p=475122026-07-22T14:15:06Z2026-07-22T14:15:06ZHow a Transfer on Death Affidavit works for your property
A Transfer on Death Designation Affidavit (people often call it a TOD affidavit) gives you the power to identify your beneficiaries who will automatically inherit your Ohio home upon your death. You can think of it like a beneficiary form for real estate—like how your life insurance or retirement accounts work. Best of all, your beneficiaries receive the property without going through probate court, which saves both time and money. In the meantime, you keep complete control of your home while you are alive. This means you can sell it, refinance it or even cancel the TOD affidavit whenever you want.
Steps you need to follow to make it legal
To create this valid affidavit in Ohio, you must follow specific steps.
First, you need proper legal drafting that includes the correct language and clearly identifies your beneficiaries.
Next, you must sign the document in front of a notary public (and if you are married, your spouse must also sign to release their dower rights).
Finally—and this step confuses many people—you must record the affidavit with your county recorder's office before your death. Skipping or delaying this step will void the affidavit.
Although these requirements protect everyone involved, they require careful diligence.
When this option creates more problems than it solves
A TOD affidavit seems simple at first. However, it does not fit every situation. For example, blended families often face complications because the document transfers property directly to beneficiaries. As a result, this might leave a surviving spouse without a home. Similarly, if your beneficiary receives disability benefits, directly inheriting property might disqualify them from essential programs. Additionally, once you pass away and the title transfers, the property immediately becomes vulnerable to your beneficiaries' creditors, divorces or lawsuits. Consider these situations carefully, you:
Have beneficiary struggles with debt or faces a lawsuit
Want to protect a child with special needs
Have children from multiple marriages
Prefer maintaining control through a trust structure
In these cases, you often need more sophisticated planning tools that a simple TOD affidavit cannot provide.
Questions you should ask before moving forward
Before you choose any legal pathway, ask yourself these important questions: Does your family situation involve complexity that needs more protection? Do your beneficiaries face financial challenges that could put the property at risk? Does your overall estate plan work smoothly with this transfer method?
An experienced estate planning attorney can help you coordinate your property transfer with your complete plan. They also make sure everything works together properly. Sometimes the simplest option on paper creates the most complications in real life.]]>