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Protecting Senior Investors From Exploitation: FINRA Rule 3241

Senior investors are often especially vulnerable to exploitation by those who are obligated to protect their financial interests: financial advisors and brokers who provide financial advice and manage their investments. In a recent study, one in twen… Read More

How the Homestead Exemption Helps Disabled Veterans

Our country owes a debt of gratitude to its veterans who have risked everything and in many cases, suffered greatly to protect the United States. Gratitude for our service members is often expressed in words, but perhaps more meaningfully in the form… Read More

Beware of These COVID-19 Vaccine Scams!

It’s been almost a year since we first heard news of a novel coronavirus emerging on the other side of the planet. Since then, it has circled the globe, causing nearly two million deaths worldwide, and over 350,000 in the U.S. as of this writing. H… Read More

2021 Cost of Living Adjustment for Federal Benefits: How it Affects You

There is good news and bad news regarding the annual cost of living adjustment (COLA) for veterans’ disability pay rates and other federal benefits. The good news is that there will be an increase in compensation of 1.3%, and that it is more than s… Read More

Using a Trust to Protect Assets in Divorce Proceedings

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

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?

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

Expanded VA Benefits for Caregivers of Vietnam Vets

The average age of a U.S. infantryman serving in the Vietnam war was 22. Those young men experienced not only the terrors of war and the post-traumatic stress disorder (PTSD) that followed, but the effects of Agent Orange. Those who survived the war… Read More

Using Your Tax Refund for Retirement Financial Planning

The tax filing deadline was delayed for three months in 2020 due to the coronavirus pandemic. As a result, many of those who filed their taxes in July have recently received their income tax refunds. A tax refund can feel like a windfall, and many pe… Read More

Can Family Farms Qualify for SBA COVID Disaster Loans?

As of this writing, we are closing in on nearly 5 million confirmed COVID-19 cases in the United States. The virus has taken a toll not only on the health of its victims, but on the health of the economy, especially small businesses. Many of those sm… Read More

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