Solomon, Steiner & Peck, Ltd.
Call today for a consultation:
216-245-0185 / 866-642-0932

Some estate planning considerations often overlooked

Ohio residents who are in the process of preparing their wills often fail to consider a few commonly overlooked areas. One of these is appointing a secondary beneficiary in case the first one named dies or is incapacitated in some way. Testators should make provisions if the primary beneficiary is too young or is unable to manage the estate for some other reason.

People also often fail to account for pets and digital accounts. They can name a primary and secondary caregiver for pets and can also set aside money to pay for the pet's care. They should leave information regarding passwords and other information on digital accounts including social media in their will.

As is the case with pets and online accounts, some personal property owned by a testator may not have great monetary value but may cause disputes because of sentimental attachments. Personal items with both monetary and sentimental value potentially create even more conflict, but testators can name these items and their heirs in the will to reduce the chances of this type of conflict.

People who have children or are responsible for other individuals such as incapacitated adults should name a trustee and a guardian. The trustee and the guardian might be the same person or two different people.

People considering the preparation of their first will may wish to consult an attorney who has experience in estate planning matters. Legal counsel can help to ensure that the resulting will is valid, and counsel can also suggest other documents, such as financial and health care powers of attorney, that can be an appropriate part of a comprehensive estate plan.

No Comments

Leave a comment
Comment Information

2005 BBB Torch Award Recipient Recipients of the 2005 BBB Torch Award Honoring Business of Integrity

  • ASNP
  • CMBA Green Certified 2107-19
  • member of the national eldercare matters Alliance
  • Golden opportunities

We are here to help. Contact our attorneys today.   

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Mayfield Heights Office
6105 Parkland Boulevard
Suite 140
Mayfield Heights, OH 44124

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Mayfield Heights Law Office Map

Independence Office
6100 Oaktree Blvd.
Suite #200 - Park Centre 1
Independence, OH 44131

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Map & Directions

Westlake Office
159 Crocker Park Boulevard
4th Floor
Westlake, OH 44145

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Map & Directions

Mentor Office
5966 Heisley Road
Ste 201
Mentor, OH 44060

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Map & Directions

Review Us