» Estate Planning

What Happens If I Don’t Have an Estate Plan in Ohio

October 24th, 2024
No one likes to think about end-of-life decisions, and that is understandable. It is important to know, however, that not having an estate plan can cause a lot of problems for your family after you pass away. Estate planning is about deciding what ha… Read More

What is the Generation Skipping Tax (GST) in Estate Planning

September 20th, 2024
Estate planning is all about securing your legacy, ensuring that your wealth is passed down to future generations as smoothly and tax-efficiently as possible. One of the key factors that can affect how much of your estate your beneficiaries receive i… Read More

Surviving Spouse Rights in Ohio

May 14th, 2024
Few life transitions are more difficult than the loss of a beloved spouse. While they are grieving a life partner, a widow or widower also has to deal with their loved one’s estate, including figuring out what their own rights are to the estate. Wh… Read More

Navigating Estate Planning for Multigenerational Families

April 16th, 2024
If you have created an estate plan to protect your spouse and children in the event of your death, you are already ahead of most people—the majority of American adults don’t have an estate plan. But if you have accumulated some wealth, or built o… Read More

Avoiding Estate Planning Scams

March 14th, 2024
If we’ve said it once, we’ve said it a thousand times: every adult needs an estate plan. But about two-thirds of Ohio adults don’t have a will or any other estate planning documents. Maybe they were busy and kept putting it off. Maybe they didn… Read More

Who Has the Right to Plan Funeral Services in Ohio?

February 20th, 2024
If you have ever had to plan funeral services for a loved one, you know that there are a lot of decisions to be made. Cremation or burial? Traditional funeral service, or celebration of life? Who will be invited to attend? Where will the final restin… Read More

What Happens If I Inherit a House With a Mortgage?

November 15th, 2023
For many people, their home is the biggest asset they own. It’s also one of the most likely to be encumbered by debt (a mortgage), and to have great sentimental value. Those factors often lead to difficult decisions for heirs when the homeowner die… Read More

Estate Planning Post COVID

October 19th, 2023
More than three years after COVID-19 first appeared on the scene, many aspects of our lives and world have gone back to something approaching normal: we are dining in restaurants, traveling on planes, attending work and school in person. But some thi… Read More

1035 Exchanges for Life Insurance and Annuities

May 16th, 2023
What do you do if you have a life insurance policy or annuity, and discover that another policy or annuity better meets your needs? Do you have to pay tax on the gains in your old policy before transferring the cash value to a new one? In many cases,… Read More

Estate Planning 101: Incapacity Planning

February 15th, 2023
If you asked 100 people on the street what estate planning is for, the great majority would probably say something like “to provide for your family,” or “to distribute your property after you die.” Those are certainly important reasons to hav… Read More
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