March 2026 Estate Planning

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MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 1

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ESTATE PLANNING

2 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Edward Jones advisers relocate offices to Solon JIMMY OSWALD joswald@cjn.org

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yan and Emily Heyman were born and raised in Solon, and the couple that currently resides in Aurora soon hope to call the city their home once again.

But for now, the married couple is more than happy to be working in their hometown after the Heymans, along with Mark Kautzman and Russel Kendall, moved their financial advising practice offices at Edward Jones to the Arbor Park Offices building at 6240 SOM Center Road.

“There was already an office here in this location for 15-plus years with just one adviser in it,” Ryan Heyman told the Cleveland Jewish News. “It was a smaller office and the backside of it was like a vacant building. So, we started talks in the spring of 2024 on a few of us moving our advising practices to this location, doing a whole gut of the building

and having a multi-adviser office.”

Construction started in early 2025 that took a little extra time to finish because of issues, and the four moved in the week after Thanksgiving in 2025, Heyman said.

“It’s a great location,” he said. “It was a pretty old-looking office before, but now it’s awesome. We have conference rooms and all of us have nice updated offices here.

We’re right in the middle of Solon and maybe 30 seconds from the (U.S. Route 422) freeway exit.”

The four do not share clients or books, but work out of the same location after being spread out before with Ryan having an office in Beachwood and Emily having one in Willoughby.

“This was a much more central location for everybody,” he said. “And instead of having to

Emily and Ryan Heyman | Submitted photo

HEYMAN | CONTINUED ON PAGE 38

“It’s great that we had the opportunity to move here and continue building our businesses in the city we grew up in, but we also want to continue to get more involved.”

Ryan Heyman Edward Jones

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Thank you to the members of our Legacy Circle.

DONOR NAMES Joanie and Tom Adler Denise and Ed Bell Steven Borstein Rick & Lori* Buoncore The Byrnes Family/ Oswald Commitment to Community Fund Viki & Marc Byrnes Ellen E.* and Victor J. Cohn Sally and Sandy Cutler Karen and Paul Dolan Claudia and Dave Fulton

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Daniel J. Oliver Jane and Jon Outcalt Amy and Randy Paine Susan and James Ratner The Robert S. & Sylvia K. Reitman Family Foundation Enid and Dr. David Rosenberg Mark D. Ross Vanessa L. Whiting Lorna Wisham *Deceased

By making a planned gift to United Way, you ensure that we continue to serve our community for future generations.

FOR MORE INFORMATION:

Jane Furth, Senior Director Principal & Leadership Giving jfurth@unitedwaycleveland.org | 216.436.2192

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4 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

DONOR ADVISED FUNDS at the Jewish Federation of Cleveland

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The lobby of the newly reopened Edward Jones office at 6240 SOM Center Road in the Arbor Park Offices building in Solon. | Submitted photo

HEYMAN | CONTINUED FROM PAGE 36

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deal with all our own real estate, leases and expenses on our own, we have four advisers that split it, which is helpful for everyone.”

Heyman said the office has a more modern feel with a big lobby space, complete with a non-working fireplace in the lobby with fake candles inside that are on all day, four conference rooms, where advisers meet with clients, and six adviser offices, leaving room for the addition of staff.

“We’re looking to hopefully hire one more by the end of this year just to help fill this up a little bit,” he said. “We have room for branch assistants. There’s two in here currently and there’s a front desk and some workstations towards the back. It’s a cool setup.”

The Heymans are house hunting in Solon and much of Emily’s family still lives in the city, making the relocation a natural fit.

“It’s been fun working in the same office

as each other,” Ryan said. “Our offices are actually the two furthest away from each other inside the building, but it’s still only like a minute walk away. We only carpool every now and then, so it’s not too much together time.”

Emily was on maternity leave during the relocation, and Ryan said it was nice to come back into a Solon office with plenty of support.

All of the advisers are excited about the future and a good turnout at an open house held around a month ago gives them reason for optimism, Heyman said.

“It’s exciting to be in the location that we hope to build our careers at and be in for the next 20 to 30 years,” he said. “We want to become a staple in the community. It’s great that we had the opportunity to move here and continue building our businesses in the city we grew up in, but we also want to continue to get more involved.”

 Eligible for a current-year tax deduction Recommend grants to your favorite charities at any time For informational purposes only. The Jewish Federation of Cleveland does not provide legal, tax, or financial advice. Always consult with your professional advisor before taking any action.

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The Cleveland Museum of Natural History’s 2026 Legacy Match Campaign gives you a meaningful way to support Cleveland’s future—while honoring your own.

By documenting a planned gift, such as a bequest, trust, IRA, or life insurance designation, you can unlock an immediate $10,000 match to support the Museum’s greatest needs. Your future gift creates impact today.

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YOUR LEGACY HELPS THE MUSEUM • Inspire the next generation of scientists • Deliver hands-on, inquiry-based learning • Protect Ohio’s ecosystems and promote sustainability • Strengthen collections and advance scientific research

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Your support ensures the Museum continues sparking curiosity and discovery for generations to come.

To learn more, scan the QR code or contact Diane Strachan, CFRE, Director of Individual Philanthropy and Planned Giving, at 216.231.2060 or dstrachan@cmnh.org.

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ESTATE PLANNING

6 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Cross-border wealth can create additional issues SHANNON MORTLAND

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his year, more millionaires than ever are projected to move to another country. Though wealthy people have always moved around, this is shaping up to be the largest geographic migration of wealth in history.

Whether for tax reasons or for pure enjoyment, those considering a move abroad should consider the many variables that come with making such a move successful. It is wise to consult a team of experts to ensure rules and laws are being followed properly, according to Shelly Meerovitch, head of global families wealth strategies at Bernstein Private

Wealth Management, which has offices across the country, including Cleveland, and in Israel.

“When U.S. families move assets abroad, they often find that opportunities travel faster than planning,” she said.

“Cross-border wealth introduces new layers of complexity from how trusts are treated in different countries to how income and transfers are taxed and reported.”

Money moves easily across borders, but U.S. tax and reporting rules still apply. Estate plans built solely for domestic use may no longer work as expected, Meerovitch said.

“In our work with global families, we frequently see

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multigenerational plans that should consider assets, heirs and multiple jurisdictions together,” she said. “That’s why combining tax advice, estate planning and investment strategy are critical. This integrated approach helps optimize tax efficiency, ensures smooth wealth transfer and guides smart investment decisions.”

By not building an integrated team, families risk unintended tax consequences and unnecessary complexity that can undermine their long-term legacy goals, according to Meerovitch.

“When tax strategy, estate planning and family goals align, families gain flexibility, reduce uncertainty and strengthen their ability to pass wealth across generations.”

There are some common pitfalls to be mindful of and avoid.

Chief among them is to report and manage assets according to United States tax laws, even when assets are held abroad, Meerovitch said, noting that moving assets to another country creates new reporting and compliance requirements.

“For American families, investment decisions should not be driven mainly by tax considerations, staying compliant with U.S. rules after relocation is essential,” she added.

Shannon Mortland is a freelance journalist.

“For American families, investment decisions should not be driven mainly by tax considerations, staying compliant with U.S. rules after relocation is essential” Shelly Meerovitch Bernstein Private Wealth Management

Do you have a unique story the Northeast Ohio Jewish community needs to know? Send the details to editor@cjn.org for a chance to be featured in an upcoming issue.

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MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 7

Where donations fit within a philanthropic strategy ELLEN BRAUNSTEIN

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or many families, giving money is no longer just an act of generosity – it is part of a broader financial and philanthropic strategy. Increasingly, donors are choosing to make gifts during their lifetimes, allowing them to see the results of their contributions, while also planning for long-term financial efficiency.

“There is something truly rewarding about watching your generosity take shape,” said Amanda Pinney, assistant vice president of strategic giving at Case Western Reserve University in Pinney Cleveland. “One of the most powerful motivations for giving is seeing the impact during your lifetime.”

Pinney said lifetime giving, when paired with thoughtful estate planning, can serve both personal and financial goals.

Donors are able to witness the effect of their contributions – whether funding scholarships, research or community programs – while also working with financial advisers to potentially reduce federal and state taxes.

While some may assume gifting strategies are only relevant for the very wealthy, Pinney emphasized that donors at many asset levels can benefit from thoughtful planning.

“Regardless of asset level, your individual portfolio may

hold the key to the most powerful giving strategy,” she said.

One example is donating highly-appreciated stock.

Rather than selling the asset and paying capital gains tax, donors can give it directly to a nonprofit. As Pinney explained, that approach can mean “avoiding capital gains taxes, a deduction and a bigger impact.”

Recent tax law changes have also expanded options for everyday donors. Under current rules, individuals who take the standard deduction may still be able to claim an abovethe-line charitable deduction on cash gifts to qualified charities. That means donors can support causes they care about while also reducing taxable income – without the need to itemize.

For older adults, retirement assets can play a significant role in charitable giving. Pinney noted that Individual Retirement Accounts are often among the most effective tools. For those age 70½ and older, a qualified charitable distribution allows funds to be transferred directly from an IRA to a nonprofit.

“It satisfies your required minimum distribution, lowers your adjusted gross income and can transform retirement assets into endowed scholarships, distinguished professorships and help fund research,” she said.

Understanding the tax landscape is also critical before making significant gifts. Changes in 2026 have altered how charitable deductions are calculated, particularly for those who itemize. Donors can now deduct only contributions that exceed a small percentage of their adjusted gross income, and there are limits on the overall tax benefit for those in the

highest income brackets.

Pinney said these changes make certain strategies even more valuable. Qualified charitable distributions, for example, bypass some of those limitations, making them an especially efficient option for eligible donors.

Beyond tax considerations, experts say families should think carefully about how their gifts are structured. Clear planning can help ensure that money is used as intended and that a donor’s values are reflected over time.

“The single most important tool for responsible giving is a gift agreement,” Pinney said.

Such agreements, typically created between a donor and a nonprofit, outline how funds will be used – whether for a specific program, scholarship or long-term endowment.

By setting clear expectations, these agreements can help avoid misunderstandings and preserve a donor’s legacy.

They also give families confidence that their contributions will have a lasting and meaningful impact.

Ultimately, gifting money is about more than dollars. It is a way for individuals and families to express their priorities, support future generations and make a difference while they are still able to see the results.

“Setting forth the parameters of a gift can provide clarity for all parties – helping to ensure that the legacy you wish to leave is an accurate reflection of your intentions,” Pinney said.

Ellen Braunstein is a freelance journalist.

“

”

What greatness The Cleveland Orchestra has achieved is because of all the people here, in this community, who believe in what the power of music can do.”

— Franz Welser-Möst, Cleveland Orchestra Music Director

When you create your legacy with The Cleveland Orchestra, you make world-class music a way of life in Northeast Ohio for generations to come.

Learn how you can use your assets to plan a thoughtful gift, and make a lasting connection to the music you love.

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Cleveland Orchestra trumpeter, Michael Miller, shows his instrument to young music lovers following a concert. Photo by Roger Mastroianni

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8 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Kosher food pantry seeks funds for new warehouse CASEY COUCH ccouch@cjn.org

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leveland Kosher Food Pantry recently launched a building campaign to help fund a new facility in South Euclid, aiming to raise $300,000

by April 30 before breaking ground at 4090 Mayfield Road.

The project carries a total fundraising goal of $2.1 million. So far, the organization has raised $1.5 million, with major support from the Samuel Yaffe Alevsky H. Miller Foundation.

With $600,000 still needed, the campaign seeks to secure at least half of that remaining amount before construction begins.

The pantry currently operates out of a trailer and garage at 2004 S. Green Road in South Euclid, where it has been based for nearly 20 years. The organization outgrew the temporary space as demand for services increased, according to Executive Director Sarah Yaffe Alevsky.

“This building is something that has been

a long time coming,” Yaffe Alevsky told the Cleveland Jewish News. “It’s a real need.”

Serving more than 6,000 people each month, the pantry and its network of over 200 active volunteers provides kosher, nutritious food through weekly distributions, home deliveries and drive-through pickups offered twice a week, she said.

The organization purchased the Mayfield Road property in April 2024 to establish a permanent home. Although leaders initially planned to renovate the existing structure – a previous funeral home that sat vacant for years – they decided that starting fresh with new construction, fit to their specific needs, would be the most ideal.

“Originally, we thought that we were going to use the existing building, even though it was more than what we needed, because we thought it would be good to preserve what we could,” Yaffee Alevsky said. “In the end, economically, it makes more sense for us to just demolish the whole thing and put in what we need.”

The new facility will include a large warehouse-style storage area where clients will be able to select their own food – a feature that is not available at its current site.

“Opening up this store is going to be a

“People are always very grateful that we’re here and that we’re helping them. We’re excited about this new chapter, and we would love for the community to help us with it.”

Sarah Yaffe Alevsky gamechanger for our clientele,” Yaffe Alevsky said. “They’ll be able to come in and choose what they want, and they won’t just be dependent on our drive-through in terms of timing.”

Plans also include the addition of a packing center, freezer and refrigerator storage, expanded space for drive-through distributions, additional storage and offices for leadership.

The project will also introduce a children’s garden designed to teach young volunteers about tzedakah and responsibility through hands-on learning.

Founded in 1978 by Rabbi Zalman Kazen and Rebbetzin Shula Kazen, the pantry began as an effort to help immigrants from the former Soviet Union with food, clothing and employment. Over time, its mission expanded to address food insecurity across the region.

Today, the pantry serves a broad

population, including Jewish families in Cleveland’s eastern suburbs and individuals and families referred by social service agencies, and is a partner agency of the Greater Cleveland Food Bank.

In addition to its weekly distributions in South Euclid, the pantry delivers food to seniors in 12 low-income housing buildings and provides weekly deliveries to 140 residents in Wickliffe and other nearby communities.

Yaffe Alevsky said the Mayfield Road location will offer better accessibility for their clients and volunteers, while providing room for the program to expand. Muriel Weber, advisory board chair at the pantry, is helping to lead the project, and Yaffe Alevsky said she is doing “fantastic” work.

“We have an incredible team of people PANTRY | CONTINUED ON PAGE 43

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PANTRY | CONTINUED FROM PAGE 42

working here who are dedicated to this idea that people shouldn’t go hungry,” she said.

“People are always very grateful that we’re here and that we’re helping them. We’re excited about this new chapter, and we would love for the community to help us with it.”

Pending construction, the new facility will replace the pantry’s current trailer and is scheduled to open in the late fall. The construction is spearheaded by Harley Cohen, principal at Harland and Associates, who is donating his time, pro-bono, due to his strong support of the pantry’s mission, according to Yaffe Alevsky.

“Sarah, Muriel and the board have worked tirelessly for the past four years to help see this dream come true for the Kosher Food Pantry,” Cohen said in a statement to the CJN. “This organization is instrumental in providing food for thousands in need, both Jewish and non-Jewish. They have miraculously found a way to keep their services in play despite the vast increase in the need since the onset of the (Covid-19) pandemic. The new facility is badly needed so that they can continue to do so. Harlan+Associates is proud to be a part of their mitzvah: Ha’achlat Re’evim (feeding the hungry)!”

For more information on the new site or to make a donation to the campaign, visit raisethon.com/bringkfphome.

Renderings of what Cleveland Kosher Food Pantry’s new warehouse at 4090 Mayfield Road in South Euclid could look like. | Submitted renderings

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10 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Morah Kate Ashwal, center, accepts the Rabbi Melvin L. Granatstein Educational Leadership Award from Fuchs Mizrachi head of school Rabbi Avery Joel and board president Danielle Wild during its Spring Event on March 11 at its Irving and Beatrice Stone Campus. | CJN Photos / Adriana Gasieski

Fuchs Mizrachi Spring Event honors community members ADRIANA GASIEWSKI agasiewski@cjn.org

DONATE FOR A CAUSE National Council of Jewish Women/Cleveland Warehouse

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haya Slain and Kate Ashwal were recognized for their impact on the community during Fuchs Mizrachi School’s 2026 Spring Event on March 11 at its Irving and Beatrice Stone Campus.

Following a patron cocktail hour, Head of School Rabbi Avery Joel welcomed attendees before handing over the

microphone to Danielle Wild, president of Fuchs Mizrachi, who offered congratulations to the honorees.

“We’re so grateful for everything that you do for our school,” Wild said. “We’re here tonight to celebrate Fuchs Mizrachi School, but even more we’re here to celebrate our students.”

To celebrate the school and students, the FUCHS | CONTINUED ON PAGE 45

Accepting donations Monday - Friday | 9am - 4pm

26055 Emery Road, Warrensville Hts., OH 44128

CLOTHING HOME GOODS SHOES ARTWORK ACCESSORIES HANDBAGS KITCHENWARE CHILDREN’S BOOKS COLLECTIBLES TOILETRIES DIAPERS Donations help women, children and families in the community.

Chaya Slain receives the Mike and Peppy Senders Outstanding Service Award, presented by Dr. Shelly Senders, Rabbi Avery Joel and Danielle Wild.

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Jeff Wild, board chair of the Jewish Federation of Cleveland, offers remarks on behalf of Federation. | CJN Photos / Adriana Gasieski

MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 11

Maggie Soclof delivers the d’var Torah at the Spring Event.

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ShirEl Maayan and Zeke Wilbur of Stark High School serve as student masters of ceremonies for the Spring Event.

FUCHS | CONTINUED FROM PAGE 44

Spring Event theme was “learning today, leading tomorrow.”

From her time on Fuchs Mizrachi’s board, its financial committee and executive committee, Slain has helped the school’s financial situation and for her service she received the Mike and Peppy Senders Outstanding Service Award. She is president and chief investment officer of Vitera Partners, LLC in Pepper Pike.

“The truth of the matter is, to me, it never

felt like service,” Slain told the Cleveland Jewish News. “I love the school. The school’s amazing. The teachers absolutely are devoted and committed to the student. And I actually just felt like it was an honor for me to be a part of it and help it any way I possibly could.”

Having two daughters currently attending the school and two who have graduated, Slain expressed appreciation for the school and the education it provides.

FUCHS | CONTINUED ON PAGE 46

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12 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

A Powerful Reflection of Your Values Your planned gift to the Cleveland Zoological Society can have an incredible impact on the Zoo and the community it serves for generations to come - and secure financial benefits for you in the process.

Stephanie Miller, Rachel Glickman and Gabrielle Jerusalem | CJN Photos / Adriana Gasieski

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Bruce Schwartz, Shelley Roth, honoree Chaya Slain and Roger Slain

FUCHS | CONTINUED FROM PAGE 45

“The school really did an amazing job helping each kid exactly the way they needed to,” she said. “Also, they really instilled a strong love of the state of Israel, and Torah, and Judaism, so I’m just grateful to the school for them.”

Having been a teacher for Fuchs Mizrachi’s early childhood program for about 15 years, Ashwal was honored with the Rabbi Melvin L. Granatstein Educational Leadership Award.

“I really think that Jewish education is very important, starting from a very young age, and I feel very passionate about it, and value it very strongly,” Ashwal told the CJN. The program started with the student

masters of ceremonies, ShirEl Maayan and Zeke Wilbur from Stark High School, welcoming attendees to the event.

Daniel Ebner and Jack Gardner of Stark High School sang the national anthem of the United States and a prerecorded Hatikvah, the Israeli national anthem, was sung by first- and second-grade students.

Maggie Soclof of Stark High School delivered a d’var Torah, reading parsha Vayakhel-Pekudei.

“In other ways, the mission was not just the building – it was a place designed to bring Hashem’s presence into the center of the Jewish community,” Soclof said. “In many ways, that is exactly what Jewish FUCHS | CONTINUED ON PAGE 47

PLANNED GIVING

MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 13

Avigayil, honoree Kate Ashwal, and Aviram Ashwal | CJN Photos / Adriana Gasieski

FUCHS | CONTINUED FROM PAGE 46

education is about.”

Jeff Wild, Danielle Wild’s husband, and board chair of the Jewish Federation of Cleveland, offered on behalf of the Federation, commending Fuchs Mizrachi for its work.

“Those of us, who are from the Fuchs

Mizrachi School know, the connection to Israel is not abstract,” he said. “It is deeply woven into the life of this school, into the community, into how you educate and how you raise the next generation of proud Zionistic Jewish leaders.”

Wild also noted a record current enrollment of 581 students at Fuchs.

The school’s fundraising efforts have

Stefanie Shoag, Malkie Ginsburg, Lyndsay Shoag and Francoise Jacobs

exceeded $12 million for its expansion project alone, with around $25 million raised for its capital campaign. He also said the endowment will receive $20 million, with half of that coming from the Mandel Foundation.

The Federation also gave Fuchs Mizrachi an additional $328,000 for funding.

Before Ashwal and Slain received their

awards, video presentations were shown, highlighting their impact and featuring their family members.

A silent auction was held for sports memorabilia, housewares, spa gift cards, medical massages, student artwork and other local auction items.

Win. Place. And show you care.

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ESTATE PLANNING

14 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Selecting the Best Tax Efficient Gifting Strategies

Lubrizol Foundation gift to fund Primate Forest at Zoo

C For over 85 years, our clients have trusted us to advise them on gifting strategies that provide significant tax benefits, while also satisfying their charitable intentions and estate planning needs.

Reach out to a member of our Individual and Family Advisory Services Team today to learn more about tax efficient gift giving strategies.

leveland Zoological Society recently announced a gift from The Lubrizol Foundation that will fund Connections Studio, a tech-driven, interactive experience that will inspire guests to see themselves as agents of positive change and explore potential career paths, according to a news release. Connections Studio will be an element of Primate Forest, Cleveland Metroparks Zoo’s largest-ever capital improvement project slated to open its first phase this year.

The Lubrizol Foundation’s longtime philanthropic support of the zoological society and the zoo dates back to 1985, strengthening education programs, community events and major capital improvements that have enhanced the zoo experience for generations of visitors, according to the release. The foundation also provides a gift matching program for

employees of Lubrizol who individually donate to the zoo. Lubrizol has held a presence on the zoo society board of directors for over 15 years.

“The Lubrizol Foundation truly believes in strong philanthropic support of Zoo projects and programs, and we are so grateful for its investment in building new spaces to benefit people and animals,” Sarah Crupi, CEO of the Cleveland Zoological Society, said in the release. “This donation to Primate Forest will help introduce new ways for guests to engage with the Zoo’s experts.”

A first-of-its-kind, the fully custom experience pairs zoo visitors with changemakers from near and far. Using a life-size touchscreen to take a fun personality quiz, participants will be matched with an individual who shares some of their ZOO | CONTINUED ON PAGE 49

216.831.0733

Become a Founding Member of the Legacy of Literacy Fund Celebrating 10 years of impact—and beyond.

For every $20 contributed, a generous donor will add $10 to the Legacy of Literacy Fund.

Your gift can help ensure book access for children for generations.

www.kidsbookbank.org The mission of the Cleveland Kids' Book Bank is to foster literacy and a love of reading by distributing free books to children in collaboration with community partners.

A Connections Studio touchscreen will be part of Primate Forest at the Cleveland Metroparks Zoo. | Submitted photo

PLANNED GIVING

MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 15

ZOO | CONTINUED FROM PAGE 48

distinguishing traits and is doing meaningful work with people, animals, science or the environment. Then, the individual on screen shares their story and how their unique interests and strengths help them succeed in their important work. Before they leave, participants can have resources sent directly to their mobile device that are tailored to help them explore careers related to their personality and skills assessment, catalyzing their Connections Studio experience into tangible next steps.

“Connections Studio is such a tremendous example of how the Zoo uplifts its community through thoughtful engagement that not only inspires but activates career interests – and illuminates a path forward,” Andrea Vullo, Lubrizol community investment manager, said in the release. “The Lubrizol Foundation is committed to championing efforts that open doors to fruitful careers – especially in STEM and sustainability – so this is a great fit.”

A state-of-the-art destination, Primate Forest will reimagine the experience for guests and strengthen and showcase the zoo’s impact as a world-class leader in global conservation, animal well-being and management, as well as science education and research, according to the release.

The initial construction includes the renovation and modernization of more than 63,000 square feet of the former RainForest structure, to be renamed the Tropical Forest, and the addition of more than 33,500 square feet of new construction containing the CrossCountry Mortgage Forest Home and the expanded Orangutan Forest habitat. A future phase will include construction of the Gorilla Forest that will create a new home for the Zoo’s growing gorilla troop.

The Cleveland Zoological Society, founded in 1957, is the nonprofit fundraising partner of Cleveland Metroparks Zoo. Each year, the Zoo Society provides Cleveland Metroparks Zoo with $4 million for programs and operating support through a blend of membership revenue and philanthropic gifts. Over the last 10 years, Cleveland Metroparks Zoo and Cleveland Zoological Society have collaborated to invest in larger and more complex animal habitats that also enhance visitor experience, including Rosebrough Tiger Passage, Asian Highlands, the Daniel Maltz Rhino Reserve and Susie’s Bear Hollow, according to the release.

Primate Forest marks a new era for the Zoo and is expected to generate an estimated $131 million in economic impact, according to the release.

“Connections Studio is such a tremendous example of how the Zoo uplifts its community through thoughtful engagement that not only inspires but activates career interests – and illuminates a path forward.”

Andrea Vullo Lubrizol

SAVE LIVES, BUILD YOUR LEGACY IN ISRAEL and fulfill your philanthropic goals.

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JOIN THE MDA LEGACY CIRCLE TODAY TO MAKE A DIFFERENCE EVERY DAY. Contact us to learn how AFMDA can help you make a lifesaving gift that serves your long-term giving goals.

Naomi Smook Director of Estate and Planned Giving nsmook@afmda.org • 646.388.7518 legacy.afmda.org

16 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

ESTATE PLANNING

Help us create special memories for children facing life-threatening illnesses in Northeast Ohio

Estate planning approaches differ based on size of assets ELLEN BERNSTEIN

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s people build savings over time, their financial priorities often change.

What begins as a focus on saving and investing can gradually shift toward planning how those assets will be managed and eventually passed to the next generation.

Attorneys and financial advisers say the approach to estate planning can look very Pappas different depending on whether someone has $100,000 in assets, $500,000 or closer to $1 million.

Abbie Pappas, a partner at UB Greensfelder LLP in Cleveland, said the first milestone often occurs when people accumulate about $100,000 in assets. At that level, the most common concern is avoiding probate — the legal process in which a court oversees the distribution of a person’s assets after death.

“If the client’s total net worth is $100,000, then we’re concerned mostly with probate avoidance,” Pappas said.

Probate can be time-consuming and sometimes costly for families. Attorneys often recommend making sure accounts are titled correctly and that beneficiary designations are up to date so assets can pass directly to heirs.

At this stage, Pappas said, many clients are comfortable leaving assets directly to heirs.

“We’re probably OK with the beneficiaries receiving those assets outright,” she said, noting that exceptions may arise when beneficiaries are minor children or individuals with disabilities.

At this stage, many people are still focused on strengthening their financial foundation – paying down debt, contributing to retirement accounts and building savings.

Basic estate planning documents such as a will, power of attorney and health care directive can help ensure decisions are handled according to a person’s wishes.

As assets grow to around $500,000, financial planning often becomes more detailed. People may begin thinking more carefully about long-term goals such as retirement, tax planning and how their assets will ultimately be passed down.

From an estate planning perspective, that

“I remind clients often not to be ‘penny wise, but pound foolish’ when it comes to estate planning.”

Abbie Pappas UB Greensfelder LLP often means considering the structure of an inheritance.

“With higher value estates, we want to make sure that the right ‘structure’ is in place so that the assets are inherited in a way that comports with the client’s intentions,” Pappas said.

One option some families consider is creating a trust. A trust can help manage how and when assets are distributed to beneficiaries. It can also allow a trusted person – known as a trustee – to oversee investments and make decisions about distributions.

“The questions we ask are: Should the beneficiaries inherit their assets outright, or in a trust for their benefit?” Pappas said.

“Who manages those trust assets, and who makes the decisions about when they are distributed?”

As assets approach $1 million, planning can become more complex.

Tax considerations can play a larger role, and some families begin thinking about charitable giving or wealth preservation.

Pappas said that regardless of the asset level, people sometimes hesitate to pay for estate planning services because they see them as an unnecessary expense.

“I remind clients often not to be ‘penny wise, but pound foolish’ when it comes to estate planning,” she said.

Paying for planning in advance can often save families time, legal costs and frustration later.

“For a client worth $100,000, it may feel cumbersome to pay for basic estate planning services,” Pappas said. “But if the amount they’re paying on the front end is less than the amount their families will have to pay to deal with the probate court on the back end, then it’s worth it.”

Ellen Bernstein is a freelance journalist.

PLANNED GIVING

MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 17

How donor advised funds can simplify, strengthen your giving MICHELLE FEINBERG Special to the CJN

D

onor advised funds continue to grow in popularity as a go-to option for people to manage their charitable giving. With a DAF, a donor contributes to an account at a sponsoring charity and then makes charitable grant recommendations from the DAF account to eligible nonprofit organizations.

According to the 2025 Annual DAF Report by the Donor Advised Fund Research Collaborative, the total number of DAF accounts in the U.S. reached a record 3.56 million, with collective grantmaking rising 19% from the prior year to Feinberg $64.89 billion.

Like all DAF sponsors, the DAF program at the Jewish Federation of Cleveland sees people of all ages, interests, backgrounds and income levels turning to DAFs because they offer a flexible, straightforward way to make the most impact now while planning for future charitable giving. Here are a few reasons why DAFs can be of benefit to you:

securities and other property owned more than one year avoid capital gains tax. Also, if you itemize, a contribution to a DAF may qualify for an immediate deduction while grants from the account can be made over time.

ORGANIZED GIVING If you find yourself scrambling each tax season to track down all your gift receipts, a DAF saves you time and stress by consolidating and tracking all your giving in one place. Instead of multiple receipts for each gift, a DAF donor receives a single tax receipt from the DAF sponsor. The DAF sponsor also tracks all your contribution and grant history.

Additionally, DAF sponsors make it easy to recommend grants and process them for you, meaning you can support multiple causes through a single account, instead of multiple checks or credit card payments.

LEGACY GIVING DAFs can even make estate planning easier. You can recommend that DAF assets are granted to specific charities or create an endowment at the sponsoring nonprofit upon your death. This can be done with a simple form provided by the DAF sponsor without involving an attorney. Alternatively, most DAF sponsors let you name successors to give them the opportunity to continue your legacy of giving for their own philanthropic paths. Finally, you can include a charitable bequest to a DAF in your estate documents.

When choosing a DAF, consider online access, options to invest DAF funds so the assets can grow tax-free, and dedicated staff with expertise and relationships in your community.

STRATEGIC GIVING By handling the logistics for you and offering clearer oversight over your total contributions and grant recommendations each year, DAFs let you be proactive about what you want to achieve with your generosity.

In addition, a DAF can help you maintain a consistent pattern of support while also giving you the flexibility to respond to an urgent cause without affecting your current finances.

TAX-EFFICIENT GIVING DAFs can be funded in a variety of ways, including through gifts of cash, securities, business interests, real estate and other property. Contributions of appreciated

FAMILY GIVING Beyond facilitating individual giving, DAFs are also great options for engaging your family in shared philanthropy. Either by authorizing family members to recommend grants or by gathering regularly to discuss charitable decisions, DAFs can create a practical way to share goals and values with the next generation.

If this is your intention when opening a DAF, look for a sponsoring organization with staff trained in supporting family philanthropy and the complexities that might arise in multigenerational giving.

Michelle Feinberg is senior manager, donor advised funds at the Jewish Federation of Cleveland in Beachwood.

A Legacy Worth Preserving Including Playhouse Square in your estate plans honors the historic theaters our community fought to preserve and ensures they remain a source of inspiration for generations to come. Your legacy is an enduring act of stewardship. Join our Legacy Circle and keep these beloved stages shining.

playhousesquare.org/legacycircle

DISCLAIMER The Cleveland Jewish News does not make endorsements of political candidates and/or political or other ballot issues on any level. Letters, commentaries, opinions, advertisements and online posts appearing in the Cleveland Jewish News, on cjn.org or our social media pages reflect the views and thoughts of the writer and do not necessarily reflect the opinions of the Cleveland Jewish Publication Company, its board, officers or staff or any other organization unless explicitly stated.

LEGACY

CIRCLE

ESTATE PLANNING

18 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Protecting your legacy after divorce ANDREW ZASHIN SCAN HERE TO LEARN MORE

MENSTRUAL HYGIENE IS A HUMAN RIGHT! Having access to basic feminine hygiene products is something many people take for granted. Period poverty – or the burdening cost of pads, tampons, and other period supplies – can hinder the ability of women and girls around the world to attend school, seek and maintain employment, and increase the stigma around menses.

PRIDE AMONG DAUGHTERS & SISTERS INC (PADS) is a 501(c)3 nonprofit organization that provides sanitary pads, tampons, and feminine hygiene products to underprivileged girls, and women, to promote pride, dignity and confidence.

prideamongdaughters.org · prideamongdaughtersandsisters@gmail.com · 216.906.9093

Your Care Lives On Through the Plans You Make Today Safeguard Your Legacy for the Ones You Love

Whether your concerns are about Medicaid, Social Security, retirement and disability planning, long-term and nursing care options, or providing for your family and leaving a legacy, the elder law and estate planning attorneys at Hickman Lowder can help you and your family make a clear, thorough plan for the years ahead.

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aaz@zashinlaw.com

ivorce is often viewed as the end of a chapter, but it is also the beginning of a new financial and personal reality. One important step that many individuals overlook after a divorce is revisiting their estate plan. Updating wills, trusts and beneficiary designations is not only a matter of financial housekeeping. It is an opportunity to ensure that your legacy reflects your current priorities, relationships and values.

Estate planning is not just for the wealthy.

At its core, it involves making intentional decisions about what happens to your assets and how your loved ones, and sometimes the causes you care about, will be supported in the future.

For individuals emerging from divorce, estate planning becomes especially important. Many people discover that their existing estate documents still name a former spouse as a beneficiary, executor or decision maker. Taking the time to review and update estate documents can help avoid confusion and ensure that your wishes are clearly reflected.

It is also important to review beneficiary designations on retirement accounts, life insurance policies and other financial accounts. Updating them after a divorce can help ensure that assets pass according to your current intentions.

In addition to protecting family members, many individuals choose to incorporate charitable giving into their estate plans. This type of charitable planning, often referred to as planned giving, allows individuals to support nonprofit organizations or causes that matter to them while maintaining financial flexibility during their lifetime.

Planned giving can take many forms. One common approach is a charitable bequest in a will or trust. This allows a person to designate a specific amount, percentage or asset to a charitable organization upon their passing. Because the gift occurs in the future, it generally does not affect current financial resources but can still create a meaningful impact.

Another option involves naming a charitable organization as a beneficiary of a retirement account, life insurance policy or investment account. For some individuals, this can be a simple way to incorporate philanthropy into an overall estate plan.

For individuals who have gone through divorce, charitable planning can also represent something more personal. Major

life transitions often prompt people to reflect on their priorities and the legacy they want to leave behind. Some individuals decide to support educational institutions, community organizations, religious groups or other causes that have played an important role in their lives.

At the same time, thoughtful estate planning can help protect children and other family members. Parents may wish to ensure that assets are managed responsibly for the benefit of their children and that financial resources are distributed in a way that supports long term stability.

The key is intentionality. An estate plan should reflect your current life circumstances, not the life you lived years ago. Divorce is a significant life transition, and it is often an appropriate time to review financial and legal arrangements.

Because estate planning laws and personal circumstances vary, individuals should consider consulting qualified legal and financial professionals when reviewing or updating their estate plans.

Ultimately, estate planning and planned giving are about more than documents and tax considerations. They reflect personal values and priorities, allowing individuals to shape how their assets will support the people and communities that matter most to them in the future.

Andrew Zashin writes about law for the Cleveland Jewish News. He is the founding partner of Zashin Law in Mayfield Heights.

DISCLAIMER The Cleveland Jewish News does not make endorsements of political candidates and/or political or other ballot issues on any level. Letters, commentaries, opinions, advertisements and online posts appearing in the Cleveland Jewish News, on cjn.org or our social media pages reflect the views and thoughts of the writer and do not necessarily reflect the opinions of the Cleveland Jewish Publication Company, its board, officers or staff or any other organization unless explicitly stated.

PLANNED GIVING

MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 19

Tisch, siblings request transfer of their stakes in NY Giants to children’s trusts STEPHEN WHYNO AND ROB MAADDI | AP SPORTS WRITERS NEW YORK – New York Giants co-owners Steve, Laurie and Jonathan Tisch want to transfer their shares of the NFL club to their children’s trusts, according to a league memo that was obtained by The Associated Press.

According to the memo, the Tisch siblings would move the remaining 23.1% of the Giants that they still own to the trusts after completing previous transfers in 2023 and ’24.

The memo states, “Following the transactions, the sellers will no longer own any interest in the club.”

A Giants spokesperson said the team had no comment.

ESPN was first to report the transfer request.

It was not clear if the transfer requests were in any way

PADS combats ‘Period Poverty’ from new Heights location

B

efore “period poverty” was a recognized term, Delesia Robinson, a registered nurse with nearly 40 years of experience, was already taking action.

Today, her nonprofit, Pride Among Daughters and Sisters, continues to bridge the gap in essential health care by providing menstrual products to those in need from its new headquarters at 2197 Noble Road in Cleveland Heights, according to a news release.

Founded in 2012, PADS was born after Robinson’s daughter, Carmen, heard a formerly homeless woman at Ursuline College in Pepper Pike speak about the severe shortage of menstrual supplies in shelters. While food and clothing are common donations, tampons and pads are frequently overlooked, according to the release.

Robinson established PADS as a 501(c)(3) in 2013, leveraging community resources like the PNC Fairfax Connection to build the organization from the ground up.

Donations are accepted Monday and Wednesday from 10 a.m. to 3 p.m. and Friday from 10 a.m. to 2 p.m., and by appointment on Tuesday and Thursday. For more information, email prideamongdaughtersandsisters@ gmail.com or call 216-906-9093.

To make a monetary donation, visit shorturl.at/VYN7k.

Never miss a story – sign up for the CJN’s free daily e-newsletters to stay up-to-date on your local, state, national and world news as it happens at cjn.org/esignup

related to Steve Tisch’s name appearing in the Jeffrey Epstein files released by the U.S. Justice Department in January.

Steve Tisch’s name came up more than 400 times in the files.

Tisch at the time said he knew Epstein but denied going to his island.

“We had a brief association where we exchanged emails about adult women, and in addition, we discussed movies, philanthropy and investments,” Steve Tisch said in a statement on Jan. 31. “I did not take him up on any of his invitations and never went to his island. As we all know now, he was a terrible person and someone I deeply regret associating with.”

NFL Commissioner Roger Goodell in February said the league would look into Tisch’s association with Epstein.

“Absolutely we will look at all the facts,” Goodell said at a news conference in San Jose, California, during Super Bowl week. “We’ll look at the context of those and try to understand that. We’ll look at how that falls under the (league personal conduct) policy. I think we’ll take one step at a time. Let’s get the facts first.”

The Tisch family has shared ownership of the Giants since 1991 with the Mara family, which founded the franchise in 1925. The Koch family agreed in September to purchase 10% of the team.

We are pleased to welcome Carly Glantz to Fried Law Group to lead our Estate Planning and Administration practice.

Estate matters are rarely simple. They require legal precision, thoughtful strategy and sensitivity to the people involved.

Carly Glantz has joined Fried Law Group to lead the firm’s Estate Planning and Administration practice. She brings a client-centered approach to estate planning, trust settlement and estate administration, helping trustees, executors and beneficiaries navigate complex responsibilities with confidence.

Together, Fried Law Group’s attorneys offer decades of experience navigating the estate and trust decisions that shape your legacy.

ESTATEDISPUTESLAW.COM 216-307-1900 ADMINISTRATION@AMFESTATELAW.COM

Adam Fried

Attorney & Founder

Shane A. Lawson Attorney & Partner

Adrienne Kirshner Senior Counsel

ESTATE PLANNING

20 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

Fundraising professionals to host The Art & Science of Fundraising March 26

T

he Association of Fundraising Professionals Greater Cleveland chapter will host The Art & Science of Fundraising from 8:30 a.m. to noon March 26 at the Greater Cleveland Food Bank Partner Distribution Hub at 13815 Coit Road in Cleveland.

The program will consist of two presentations. Becky Kiely, senior vice president of the Central United States team at CCS Fundraising, and Molly Johnson, vice president on the Central United States team at CCS Fundraising, will lead the first presentation.

With more than a decade of experience in the nonprofit sector, Kiely will discuss campaign planning and management, case development, growth strategy, principal and major gifts, and board engagement.

Having worked across sectors to guide

capital campaigns and strategic planning efforts ranging from $5 to $200 million, Johnson brings a collaborative and relational approach to every engagement.

Their presentation will focus on where current fundraising dollars are, where they are going and who is giving them. They will also go over sector-wide trends and how data is used in fundraising.

Ryan Zapolski, the director of development for Smile Train, will lead the second presentation, “Research to Proposals: a Philosophical Approach.”

During it, he will provide a fresh perspective on using research to inform using strategies with actionable takeaways.

Member tickets are $30 and nonmember tickets are $50. To purchase tickets, visit tinyurl.com/4jmry7v6.

AFP Greater Cleveland hosts Third Thursday Series

T

he Association of Fundraising Professionals Greater Cleveland chapter will hold its Third Thursday Series at 8:30 a.m. April 16 at Midtown Collaboration Center at 1974 E. 66th St. in Cleveland.

The event will help fundraising professionals with the opportunity to connect, collaborate and learn from peers. A few groups in attendance include annual giving, consulting, grants, Major and principal gift, planned giving and young professionals.

To register, visit shorturl.at/UX5yF.

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Partner with us: www.risingwell.org Formerly Front Steps Housing & Services

Beachwood Chamber of Commerce Health & Wellness of Business Resource Summit April 22

B

eachwood Chamber of Commerce will host its Health & Wellness of Business Resource Summit from 8 a.m. to 12:30 p.m. April 22 at SITE Center in Beachwood.

The event will feature a keynote address, five expert-led breakout tracks and allow attendees to meet with local business resources.

To register, visit shorturl.at/yZ90e.

PLANNED GIVING

MARCH 20, 2026 | CLEVELAND JEWISH NEWS | CJN.ORG 21

NOELL WOLFGRAM EVANS

H

as it ever been more important for a community to support its local nonprofits? According to the Center for Effective Philanthropy, 34% of nonprofit institutions reported a decline in federal funding in 2025.

In Ohio, nonprofits are closely following several bills in the Ohio Statehouse. One of the most strenuously watched is HB186 which would alter property tax laws. The result of which would be broad reaching changes in local government services and potentially nonprofit partnerships.

All of these fluctuations brighten the spotlight on the effect an individual donor can make.

“More than 75% of our philanthropic revenue comes from individuals through annual giving, major gifts and bequests,” Melissa Santee, chief philanthropy officer of the Cleveland Museum of Natural History.

“This generosity makes our individual donors an essential part of advancing our mission every day.”

Driving those donations are a belief in the mission of the organization, an enjoyment of the work being done, a memory of what the organization meant to them as a child or as a tax-driven financial decision. Behind each of those reasons is a connection between the donor, the organization and often the greater community.

While any organization would welcome larger donations, Santee said that mid-level donors are the backbone of the supporters they have across the Greater Cleveland community.

“They are the heart of our organization,” she said. “While every gift matters, the collective generosity of this group creates a

truly remarkable impact.”

Many nonprofit organizations first get engaged with donors who come in as volunteers or members. By spending time within the walls of the organization they come to truly appreciate the work being done. That involvement, appreciation and even sense of ownership in the work and its impact can all be reasons people want to increase their involvement in an organization. This often leads to a financial commitment.

“We want our donors to feel the same excitement and pride in their giving as we feel in receiving it,” Santee said. “When the museum reflects their values and addresses the needs in our community that matter most to them, giving becomes a true partnership.”

The hope that a nonprofit has is that over time that partnership grows and, as the donor becomes more financially stable, they increase their side of the partnership. That may happen quickly or they make an effort to help the organization continue, even when they are no longer around to enjoy it.

“Many donors also choose to extend their support through legacy giving, leaving a lasting mark on our museum for generations to come,” Santee said “We invite donors to share their legacy commitments with us so we can celebrate their generosity and engage with them meaningfully during their lifetimes.”

Regardless of the size of the donation, what’s important to a nonprofit organization is that the support is there.

“Every gift, today and in the future, helps us continue our mission and inspire curiosity, learning, and discovery for years to come,” Santee said.

Noell Wolfgram Evans Is a freelance journalist.

“More than 75% of our philanthropic revenue comes from individuals through annual giving, major gifts and bequests.

This generosity makes our individual donors an essential part of advancing our mission every day.”

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Small gifts, big impact: The role of individual donors

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ESTATE PLANNING

22 CLEVELAND JEWISH NEWS | CJN.ORG | MARCH 20, 2026

How trusts, wills simplify estate settlement A. KEVIN CORVO

I

t is said death and taxes are the only certainties in life, yet still many people die without having created a trust or written a will.

“Everyone owns things and everyone dies, so we all need a will because it is the means by which your property is transferred to those who you want to have it,” Steve Gariepy, national co-chair, estate planning and business succession group of Hahn, Loeser & Parks, LLP in Cleveland, told the

Cleveland Jewish News.

In the absence of a will, a trust or other directives, a person’s estate must pass through probate court, where a court-appointed executor or administrator is tasked with not only the disbursement of tangible property but in some instances the custody of minor children, Gariepy said.

“You don’t want a court making those kinds of decisions,” he said.

The execution of a will achieves several critical actions after one’s death.

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Those actions include settling outstanding debts a person still owes upon their death, the naming of heirs and beneficiaries, the transfer of assets, and when applicable, naming guardians for minor children, according to Gariepy.

While a will is the means to name an executor of a decedent’s estate, Gariepy suggests it be coupled with a revocable Fried trust, also known as a living trust.

A will is a public document and as such can be viewed by anyone who seeks to do so but the terms of a revocable trust are confidential to those named within, Gariepy said.

A revocable trust is a flexible estate planning instrument that can be modified as necessary until a person’s death at which time the named executor of the estate administers the terms of the Gariepy trust, Gariepy said.

The use of a revocable trust can, on some occasions, foster family harmony and, if a business is involved, a path of succession and continuity, according to Gariepy.

Despite the seemingly obvious importance of a will or a trust, many people postpone or choose not to execute a will, according to Adam Fried, an attorney and founder of Fried Law Firm in Beachwood.

In Ohio, if a person dies without a will, an estate enters probate and assets are distributed through “heirs of law,” which is a determination of which individuals are entitled to the decedent’s property based on relations including those of spouse, children, parents, siblings and others following a hierarchy, according to Fried.

But a will can instead identify individuals, or a charity, that a decedent wants to inherit free of such hierarchy, Fried said.

Guardianship of children is another significant decision to specify in a will or trust.

Among the most important reasons to have a will is to provide the means for an individual to make these determinations, Fried said.

Some people who already have a will might think they have no further considerations but that is not so, according to Fried.

“Any change in one’s family circumstances,” such as a marriage, a divorce or windowing, is cause to re-examine how the will is written, Fried said.

So too, are changes in any state’s laws concerning heirs and estate law, something a good attorney should know for a client, according to Fried.

It is prudent to re-examine an estate plan under such conditions, he said.

Concerning preparations of will and other estate planning via websites or virtually, Fried said only “buyer beware” while suggesting professional services are best to use for such sensitive matters.

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A. Kevin Corvo is a freelance journalist.