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Plan on Giving this Holiday Season?

Plan on Giving this Holiday Season? 5 Things to Consider The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life where you have enough from…

Your Five Task Year-End Estate Planning To-Do List

Your Five Task Year-End Estate Planning To-Do List 2020 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Make…

Welcome Mara and Morgan!

Welcome Mara and Morgan! We are excited to announce that we have two new additions to our team at Charles H. McClenaghan, LLC! Mara McKenzieMorgan Craig Mara is our new Legal Assistant. Originally from Oshkosh, Wisconsin, she recently moved to Columbus with her fiancé. While trying to convince said fiancé it’s time for a dog,…

Who’s On Your Team?

Who’s On Your Team? Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so that you can be taken care of during times when you are unable to care for yourself, and your money and property are distributed in the way…

Planning for Stepchildren and Step-Grandchildren

Planning for Stepchildren and Step-Grandchildren If you or your grown children are part of a blended family, your estate planning should reflect the special considerations and complexities involved. Identify Your Goals Each family has its own dynamics and priorities—and blended families add another dimension that must be considered as you create or update your estate…

3 Asset Protection Tips You Can Use Now

3 Asset Protection Tips You Can Use Now A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will…

Are Your Assets Safe? What is Asset Protection Planning?

You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point during your life. In fact, you probably currently have one or more types of traditional asset protection planning in place. The problem is, in many…

How to Avoid a Disastrous Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that result. What is a Will or Trust Contest? A will or trust contest is a type of lawsuit that is filed to object to the validity of…

The Harmonious Family that Won’t Fight? The Outcome May Surprise You

When arguments about inheritance arise, the pain of losing a loved one can multiply. This is especially true for those caught off guard by conflicts they never anticipated. Whether you’re expecting a battle over your estate or you are confident there will not be any fighting, it is a good idea to make sure your…

It’s a Boy! Congratulations Phillip and Libby!

We’ve got a Code Cute New Baby Alert! On April 15, our associate attorney, Phillip Haer, became a dad. Phil and his wife, Libby, welcomed their healthy baby boy, Charles “Charlie” Robert Haer.  Charlie was born at 8 lbs 15 oz and 21 inches. We are so happy and excited for Phillip and Libby and their…