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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

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

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

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

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

Q: What Is an Ohio Legacy Trust? A: An Ohio Legacy Trust is an estate planning tool used by high net worth individuals and business owners to protect their assets from creditors who may come after them in the future. The trust can be funded with the… Read More

Managing risks is part of curating wealth. Whenever you engage in a major life transition, whether you’re tying the knot, starting a new business partnership or engaging in a risky but hopeful philanthropic venture, you want to bound your risk and… Read More

Your business may be extremely productive and profitable right now, but will you always be in this position? Ideally, yes. However, as a savvy entrepreneur/owner, you know that you cannot predict future risk based on present forecasts. You must expec… Read More