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Were you awarded a share of your former spouse’s retirement plan, be it a pension, profit sharing plan, Ohio Public Employees Retirement System, 401(k), IRA, etc.?

If you were, were the proper orders prepared, filed, and served upon the retirement plan administrators? Have the retirement plan administrators recognized you as an “alternate payee”, and to your rights of the share of your former spouse’s retirement plan awarded to you?

If not, you WILL NOT receive the share of your former spouse’s retirement plan awarded to you from your divorce or dissolution of marriage!

We can help advise you regarding this process and to review the orders (if issued) to make sure that you receive the retirement benefits awarded to you. Ask us how.

For further questions regarding this topic, please call the attorneys at Bailey & Gunderson Co., L.P.A., with offices in Norwood and Western Hills, at 513-631-0022.

B&G Law

27 February 2024

27 February 2024

Are you concerned that your children or beneficiaries may have conflict with each other, or become involved in litigation regarding your estate after your death? We can provide advice and tips for you to help minimize or alleviate those concerns. Ask us how.

For further questions regarding this topic, please call the attorneys at Bailey & Gunderson Co., L.P.A., with offices in Norwood and Western Hills, at 513-631-0022.

B&G Law

01 February 2024

01 February 2024

Make it your New Year's resolution to establish or modify your estate planning.

Do you need a Last Will & Testament or a Durable Power of Attorney?

If you have those documents, have you reviewed them lately? Are the persons you nominated in those documents correct and in the correct order? Are any modifications required?

Have you reviewed the beneficiary designations identified for your various assets?

Did you know that you can file with the County Recorder an affidavit for the transfer of your real estate after your death to those who may survive you without having to administer your real estate through the Probate Court?

Do you need a Living Trust? Do you know why a Living Trust is needed, or why it would be beneficial to your estate planning?

For further questions regarding this topic, please call the attorneys at Bailey & Gunderson Co., L.P.A., with offices in Norwood and Western Hills, at 513-631-0022.

B&G Law

10 January 2024

10 January 2024

We are often asked by clients at what age can a child determine which parent shall be the custodial parent in a child custody dispute.

There is a misconception that once a child becomes a certain age (for example, 14 years old or some similar age), the child can unilaterally decide the parent with whom he or she shall primarily reside. This is not the case.

Ohio law provides that the wishes of the child are to be considered by the court when deciding which parent shall have custody of the child, however, the child's wishes are not determinative. There are approximately ten (10) different factors that a court must consider by Ohio law in determining which parent shall be the custodial parent, including the wishes of the child.

Essentially, a child cannot make decisions solely for himself or herself until they attain the age of 18 years old when the child becomes an adult by law.

For further questions regarding this topic, please call the attorneys at Bailey & Gunderson Co., L.P.A., with offices in Norwood and Western Hills, at 513-631-0022.

B&G Law

19 December 2023

19 December 2023