Estate Planning News: July 2015
   
  
Plan. Preserve. Protect.
A Quarterly Compilation of Important Estate Planning News
In This Issue
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R & R
A "Just For Fun" Column
For each quarterly newsletter, a member of our staff will share a recent trip, experience, restaurant, movie, etc., that provided them with some much needed Rest and Relaxation. We hope that this column gives you something enjoyable to read in addition to our extremely important, yet sometimes not always "fun", Estate Planning News. 

A Little R&R Camping in the "Forest"  

 

My oldest child, Crosby is now four years old.  Last summer, when he was three, he expressed an interest in sleeping in a tent and camping out.  On a very hot summer night, he and I experimented with sleeping in a tent in the backyard.  Much to my wife's and my surprise he slept through the hot night.  (I did not sleep through the night but had a great time anyway.)  Since that first time he and I have "camped out" in the backyard a number of times. 

 

 

This spring Crosby informed me that he was ready to "camp out in the forest." While I was very eager to make this step to "real" camping, I was a bit hesitant about being away from home for the night.  Visions of driving home at 3AM ran through my head.  The sounds of nature in the "forest" would be much different than the sounds of "nature" in Grandview.  His eagerness (and mine) won out and we camped out at Alum Creek State Park on a Saturday a few weeks back.  We picked a spot, set up a tent, and cooked out.  We both had a great time and woke up to sunny skies on Sunday morning.  Luckily he was blissfully unaware of the raccoon or other creature that helped itself to the food in our cooler.  While Crosby had no trouble camping, he does lack confidence in his father's orienteering skills.  Whenever we walked out of sight of our tent he was convinced we were lost!

 

I'm not sure he will remember, but I will never forget this first night camping in the "forest."  

  

 

 

R&R by: Logan K. Philipps

  Dear Friend of Resch and Root,

Summer is officially upon us and we hope that yours is off to a wonderful start. In this eNewsletter issue, we will discuss some important changes to Ohio's Advanced Directive Law. Please feel free to contact us if you have any additional questions.

We also have some very exciting announcements pertaining to our staff, please take a look below and help us congratulate them. You will also find information regarding two upcoming events, there is no cost to attend either and we invite you to join us if you can and find the topic of interest. 
 
As always, feel free to share with us any ideas you may have on upcoming eNewsletter issues or questions regarding topics that were discussed.
 
Regards,
F. David Resch  
William K. Root
Ohio's New Advanced Directive Law

 

Every estate plan should include among other things an Ohio Health Care Power of Attorney and an Ohio Living Will sometimes called "advanced directives."  In March 2014, the Ohio legislature implemented some important changes to the Ohio health care durable power of attorney law.  The new advanced directive forms became available in March of 2015.

 

Among the changes to the Ohio Health Care Power of Attorney is a provision which permits the health care agent to have immediate access to the principal's health information including medical history, or allow access at some later time or circumstance without regard to whether the principal lacks the capacity to make a health care decision, or to access the information only upon the principal's incapacity.  The new form also permits the principal to nominate a guardian for the principal's person or estate, or both, with the nomination subject to the approval of the probate court at a guardianship hearing at some later date.

 

The new advanced health care directive also stipulates that if the directive is witnessed anyone related to you by blood, marriage or adoption cannot serve as a witness, nor can your attending physician or the administrator of any nursing home in which you are receiving care.

 

Resch and Root, LLC has routinely provided an Ohio Health Care Power of Attorney and Ohio Living Will as well as a HIPAA Waiver as part of every estate plan. The health care documents, which are currently a part of your estate plan remain enforceable in Ohio.  We will update these documents with the new Ohio forms at the time of your next estate plan review.

 

Announcements
 

Logan K. Philipps Joins the Columbus Chapter of the National Association of Insurance and Financial Advisors Board of Trustees

 

The National Association of Insurance and Financial Advisors (NAIFA) is comprised of more than 200,000 insurance and financial advisors. NAIFA Columbus is a local chapter of NAIFA National, which is dedicated to the protection and advancement of insurance and financial advisors nationwide. On May 20, 2015, at the 21st Annual I. David Cohen Lifetime Achievement Award Luncheon, Logan K. Philipps was sworn in as a new member of their Board of Trustees. Logan will serve as a Co-Chair for the Young Advisors Team (YAT), which is comprised of members 40 years of age and under or within their first five years in the industry. YAT's mission is to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry. 


 


 

Kayla Hershner has been working with Resch and Root for the past three years. On May 17, 2015, she graduated from The University of Akron Law School with her 

Juris Doctor.

 

Upcoming Events

 

August 5, 2015 - 6:00pm: Special Needs Planning Round-Table Discussion. Sponsored By: The Ohio State University's Center for Autism Services and Transition 

Location: OSU Internal Medicine and Pediatrics
                3691 Ridge Mill Drive, Hilliard, 43026 

No cost to attend, please rsvp to Madelyn Scarberry at  OSU_CAST-COMMUNITY_RESOURCES@osumc.edu

For more information, please Click Here

____________________________________________________


September 15, 2015 - 6:30pm: A Presentation on Ohio's School Options and Special Needs Scholarships. Presented By: Cheryl Bowshier, Special Needs Outreach Manager, 

School Choice Ohio

 

Location: Dublin Community Recreation Center

  5600 Post Road, Dublin, 43017

 

No cost to attend, please rsvp to Meghan Weaver at mweaver@resch-root.com

For more information, please Click Here


 

 

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 About Resch and Root, LLC

With over seventy years of combined experience, we have learned to listen. 
We are attorneys and counselors at law specializing in estate planning and tax minimization.

 

Upon learning and understanding your needs, we craft solutions that accomplish your family's personal and financial planning goals. With our insights, knowledge and understanding, our experienced attorneys and staff will guide you through what for many can be a sensitive process. Our comfortable environment allows you to feel at ease while discussing these important decisions. Invite us to take care of your family while preserving your legacy. At Resch and Root, we are committed to providing you with the best gift of all. Peace of mind.