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Good News Regarding Ohio's 529 Plan and Taxes

In late 2017, the U.S. Congress passed the federal Tax Cuts and Jobs Act (TCJA). Some months later, the Ohio legislature passed, and the governor signed into law, S.B. 22, which incorporated into Ohio income tax law some of the changes in federal tax… Read More
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Categories: Tax Law
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Why You Don't Need to Be Afraid of Irrevocable Trusts in Estate Tax and Asset Protection Planning

You probably know that trusts can be a great tool for avoiding probate, minimizing estate tax, and protecting assets. What you may not know is which type of trust is best for your purposes. In this blog post, we’ll take a look at irrevocable gr… Read More
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New Veterans’ Aid and Attendance Rules From the VA

In October of 2018, the Department of Veterans Affairs (VA) put into effect new rules and requirements regarding eligibility for VA needs-based benefits and pensions, including Aid and Attendance benefits. Veterans who were receiving pensions prior t… Read More
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Charitable Pledges Payable on Death

Many of us, as we get older, find that we want to have a broader positive impact on the world around us. Often this takes the form of financial support to organizations that do good work in the community or even halfway across the world. While many p… Read More
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Categories: Charitable Planning
Family with one child

Estate Planning for Non-Traditional Families

Long gone are the days when most families looked the same: mom, dad, and kids who are the biological children of both adults. This nuclear family still exists, of course, but there are so many other forms of family: families with same sex parents; un… Read More
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Categories: Estate Planning
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Using Legacy Trusts for Prenuptial Planning

About half of marriages end in divorce, and second marriages are more likely to end in divorce than first marriages. What this means is that approximately half of all families are confronted with a situation in which assets need to be divided between… Read More
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What is a Secret Trust?

People create trusts for a variety of reasons: to remove assets from their probate estate; to reduce the size of their taxable estate; to provide for loved ones; and to protect those loved ones’ assets from waste. Often, which goal takes priori… Read More
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What is a STABLE Account for Disabled Beneficiaries?

If you have a loved one with a disability, you are aware of the unique financial issues that go along with planning for the well-being of someone with special needs. On one hand, many people with special needs or a disability are unable to become sel… Read More
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Couple Doing Taxes Who Qualify for Ohio Small Business Deduction

The Ohio Small Business Deduction

Many Ohio taxpayers each year fail to take advantage of a tax deduction that could save them thousands of dollars. Some may not be aware that they qualify for the deduction. Some who are aware of it may think the filing requirements are too cumbersom… Read More
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Categories: Business Law, Tax Law
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Estate Planning When Your Beneficiary is an Addict

Estate planning should always take into account not only the wealth to be transferred from one generation to another, but the unique issues of each family for whom a plan is being created. Unfortunately, those issues may increasingly include the dile… Read More
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Categories: Estate Planning

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