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Plain-English answers

Practical articles on estate planning, settling an estate or trust, and the questions families ask most, written by Attorney Max W. Thomas.

Estate Planning

Will or trust? How Ohio families decide

What each one does, what probate really involves, and the questions that point most families toward a trust-based plan.

Coming soon
Trust & Probate Administration

What to do when a loved one dies: the first 30 days

A plain-English checklist for the first weeks, including what to do right away and what to hold off on.

Coming soon
Trust & Probate Administration

Named successor trustee? Here’s what comes next

Your first steps, the notices Ohio law requires, and why “no court” doesn’t mean “no rules.”

Coming soon
Estate Planning

Funding your trust: the step most people skip

Why a signed trust can still leave your family in probate, and how to retitle your home and accounts.

Coming soon
Estate Planning

Planning for a child with a disability

Special needs trusts, protecting SSI and Medicaid, and what changes legally when your child turns 18.

Coming soon
Estate Planning

I have an LLC. Do I need an operating agreement?

Why many small business owners don’t have one, what an S-corp election does and doesn’t do, and how it fits your estate plan.

Coming soon

Articles are general information, not legal advice, and reading them does not create an attorney–client relationship. First posts are in progress — check back soon.

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