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Electronic Wills in Ohio

A last will and testament is an important document; among other things, it dictates the distribution of a deceased person’s property to his or her intended beneficiaries. As such, it is important to be sure that a document appearing to be a val… Read More

Estate Planning for Cryptocurrencies

Estate planning, like most aspects of life, changes over time. One of the most striking recent changes is the need to plan for cryptocurrencies like Bitcoin, which did not exist a little more than a decade ago. Yet because of the potential value of t… Read More

Should You Keep Your Will at Your Lawyer's Office?

Most people understand the importance of making an estate plan: to provide for the future security of your loved ones and distribute your possessions according to your wishes after your death. But many people fail to consider the importance of detail… Read More

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

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

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

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

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

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

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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