» Asset Protection

Navigating Succession When the Children Don’t Want the Family Business

August 13th, 2026
You may have always pictured your child stepping into your role one day. For many business owners, passing the company to the next generation feels like the natural next step. But not every child wants to run the family business, and ignoring that re… Read More

How to Keep Money in the Family With an Inheritance Trust

July 13th, 2026
You don’t spend decades building financial security just to leave its future to chance. Whether you’ve accumulated savings, real estate, or a family business, you probably want those assets to benefit your children and grandchildren, not… Read More

Ohio Medicaid Spousal Protections for Nursing Home Care

May 14th, 2026
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

Buying an Annuity: What to Know

June 14th, 2023
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

What is a Trust Protector or Trust Advisor?

March 20th, 2023
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

House Ways and Means Committee Unveils Tax Proposal

October 8th, 2021
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

Completed Gift Domestic Asset Protection Trusts

May 21st, 2021
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

Using a Trust to Protect Assets in Divorce Proceedings

December 15th, 2020
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

Five Reasons a Trust is Better Than a TOD Account

November 16th, 2020
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

What is an Ohio Legacy Trust, and When Do You Need One?

October 19th, 2020
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
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