» Asset Protection

Moving your spouse into nursing home care is a big enough adjustment on its own. What many people don’t realize is that it also comes with financial changes. It’s important to think about longer-term financial stability while also making medical… Read More

If you’re thinking about financing your retirement, you may wonder how buying an annuity could fit into the picture. If you are wondering how to buy an annuity, where to buy an annuity, or simply whether or not you should purchase one, we have some… Read More

With the growing popularity of trusts in estate planning, including trusts that may last for two or three generations, creators of trusts may be concerned about how to ensure their intentions for the trust are honored. A trust protector or trust advi… Read More

Regular readers of this blog know that we have been on the lookout for tax changes on the horizon since the beginning of the current presidential administration. Reading the tea leaves of campaign promises and statements to the press, we have counsel… Read More

In recent blog posts, we have been discussing potential changes to tax law under the Biden administration, and tax strategies to deal with those changes. One very useful tax and estate planning strategy involves completed gift domestic asset protecti… Read More

Most of us work hard to provide for our families. But what happens to those hard-earned assets when a family is changed by divorce? The answer, too often, is that they end up going to a divorcing spouse. Planning for the possibility of a divorce—yo… Read More

Many people appreciate the convenience of “transfer on death,” or TOD, assets. TOD assets are typically investment accounts, but in Ohio, you can also designate vehicles and real estate to be transferred on death. Sometimes the terms “transfer… Read More

There are many types of trusts with different features designed to achieve different estate planning goals. Depending on the type, trusts can keep assets out of probate, prevent beneficiaries from wasting their inheritance, protect assets of benefici… Read More