Advance Directives in Ohio

January 28th, 2022
Estate planning is about much more than disposing of your assets after your death. An important part of your estate plan deals with decision-making for your care during life, in the event that you are unable to make or express decisions for yourself.… Read More

How to Care for an Aging Parent

December 28th, 2021
By Ted Gudorf, JD, LLM It’s a realization we all come to at some point: our parents, who used to care for us, now themselves need care. How to care for an aging parent is a financial and personal conversation many adults will have, and it includes… Read More

How Do Special Needs Trusts Work — and What Changes Have Been Made?

December 14th, 2021
Most people with disabilities or special needs qualify for government benefits such as Supplemental Security Income (SSI) and Medicaid. Indeed, many of them depend heavily on these benefits for their survival. Government benefits on their own are oft… Read More

Succession Planning for Family Farms

November 22nd, 2021
For farming families, the farm is a major asset and a source of income; a legacy from previous generations, and an inheritance for future ones. But many families fail to put in place adequate farm succession planning and asset protection, which can j… Read More

Top 5 Most Common Family Farm Estate Planning Mistakes

October 29th, 2021
Estate planning is important for all adults, regardless of assets. That said, certain situations call for more specialized planning than others; family farm estate planning is definitely one of those. A family farm is a source of income, a significan… Read More

Meet Andrew: Attorney with Extensive Estate Planning and Medicaid Planning Knowledge

October 25th, 2021
By Andrew White, JD No one likes to think about losing a loved one. But when the unthinkable happens, you need people you can lean on and trust to help you make difficult decisions and move forward. I became an attorney because I wanted to be that pe… Read More

How to Choose a Long-Term Care Facility

September 29th, 2021
By Ted Gudorf, JD, LLM Choosing a long-term care facility that is right for yourself or a loved one is an important decision based on many different moving parts and variables. As such, it is critical to assess this choice as objectively as possible… Read More

Using an Irrevocable Life Insurance Trust (ILIT) to Reduce Estate Tax

September 14th, 2021
Over the past few months in this space, we’ve been exploring possible changes to the estate tax under the Biden administration—and measures to minimize your tax burden. The discussion has included an alphabet soup of options including SLATs, DAPT… Read More

Valuation Discounts in Estate Planning: Are They Right for Your Business?

August 19th, 2021
“The whole is greater than the sum of its parts.” This well-known saying is the reasoning behind valuation discounts, a tool that can be used to reduce the value of a business interest for transfer tax purposes, including estate tax, gift tax, an… Read More

Testamentary Charitable Remainder Trusts

July 19th, 2021
Many people have expressed concern about possible changes to the federal estate and transfer tax, as tax changes frequently accompany a new presidential administration. Therefore, it is always a good idea to be aware of tax planning strategies such a… Read More
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