What Is a Succession Plan?

November 4th, 2015
In life and in business, you must plan ahead for the unexpected. A succession plan outlines a clear path for what should happen to your company when you retire or step aside due to illness or a disability. Succession planning involves multiple compon… Read More

How Can I Protect My Assets?

October 26th, 2015
The after-effects of the 2008-2009 Recession still linger across the midwest, and many hard-working individuals in Ohio and across the United States worry about how they’ll shield their assets from what estate planning attorneys often call “credi… Read More

What Is Elder Law?

October 12th, 2015
Elder law is an area of legal practice that focuses on the specific needs of seniors. It covers a wide range of elements, including: Estate Planning Wills, Trusts and Probate Trust Administration Elder Abuse Elder Fraud Powers of Attorney Elderly Hea… Read More

Sandy Gudorf Featured in Dayton Business Journal

October 2nd, 2015
Sandy Gudorf is president of the Downtown Dayton Partnership. Gudorf heads the nonprofit, focused on business development, advocacy and marketing of downtown Dayton. Under her leadership, the central business district has seen signs of renewed vitali… Read More

Key Legal Rights for Beneficiaries under an Ohio Trust

September 25th, 2015
As a beneficiary of an Ohio trust, you have important rights protected by law. The trustee of an Ohio trust is a fiduciary charged with the responsibility of protecting and honoring those rights. What is a Beneficiary? A beneficiary is a person that… Read More

Same-Sex Spouses and Retirement Plans

September 1st, 2015
Another important change affecting same-sex spouses as a result of the recent Supreme Court ruling in Obergefell involves the distribution of retirement plan funds following the death of the account owner. Now that the federal government has legalize… Read More

Same-Sex Spouses and the Marital Deduction

August 19th, 2015
One of the key tax benefits available to married couples in the United States is the marital deduction. Thanks to the recent U.S. Supreme Court decision that legalized same-sex marriage, this deduction is now available to same-sex couples all across… Read More

Understanding Gift Tax Changes for Same-Sex Couples

August 5th, 2015
The Supreme Court’s recent ruling in Obergefell v Hodges provided same-sex couples with a number of new rights and tax benefits that they didn’t have under previous laws. One of the most notable changes affected gift tax exclusion laws. A… Read More

U.S. Supreme Court Ruling Changes Estate Planning for Same Sex Couples

July 20th, 2015
The recent U.S. Supreme Court decision in Obergefell v Hodges legalizing same sex marriage throughout the country will have profound ramifications for financial planning. It will, among many things, introduce several changes to estate planning laws t… Read More

How to Choose the Right Lawyer to Prepare Your Ohio Legacy Trust

July 6th, 2015
This blog post has been updated. Please visit: https://www.daytonestateplanninglaw.com/choose-right-lawyer-prepare-ohio-legacy-trust/ As a high net worth individual who’s enthusiastic about preparing an Ohio Legacy Trust to shield your assets from… Read More
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