» Estate Planning

U.S. Supreme Court Ruling Changes Estate Planning for Same Sex Couples

July 20th, 2015
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

How to Choose the Right Lawyer to Prepare Your Ohio Legacy Trust

July 6th, 2015
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

FAQs on Ohio Legacy Trusts and Asset Protection

June 22nd, 2015
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

Can You Trust Your Children with Your Wealth? [If Not, What Can You Do about It?]

April 28th, 2015
Whether you accumulated your fortune through savvy business relationships, or you inherited sizeable assets (or both!), you naturally want to share this wealth with your children and possibly use it to help them in their own ventures. This sentiment… Read More

Attention Farmers! You’re Not "Too Busy" to Start Planning Your Estate

October 7th, 2014
Life is busy when you run an agricultural business. Day to day activities — such as planting, harvesting, caring for animals, maintaining property, refining farming methods and recruiting great people — all take time and energy. It’s easy t… Read More

4 Steps to Recruit the Right Help for Your Ohio Farm’s Estate Planning

September 18th, 2014
You want to protect your Ohio farm’s estate and success for future generations. Here are four simple steps to help you recruit excellent assistance. Step 1. Delegate Estate Planning to the Right Planner You need trustworthy people to help you with… Read More

3 Powerful Benefits of Planning for the Future of Your Ohio Farm

September 3rd, 2014
Have you ever thought about how future generations (i.e. your children, grandchildren and possibly even great grandchildren) will run your farm without your guidance? It’s an uncomfortable thought, perhaps, to know that your hand won’t always… Read More

3 Reasons Why Estate Planning for Farmers Is Simpler Than You Might Realize

August 21st, 2014
As an Ohio farmer, you’ve been contemplating making plans for your estate. But you may be balking because the task seems difficult. It’s not something you’ve done before. By contrast, planning for your farm — planting, harvest… Read More

Reasons the Estate Planning Process is Much Less Complicated Than Some Ohio Farmers Fear

August 10th, 2014
As an Ohio farmer, you devote your life to producing lush and profitable crops. As you consider the legacy you want to leave, estate planning can help you determine what will happen to your farm in the event of your death or incapacitation. Unfortuna… Read More

Guardianship of Incompetent Adults: State Contests Guardianship by Nephew with Aim of “Protecting” Uncle's Assets

July 25th, 2014
Protecting assets against loss to unforeseen medical situations or interference by government agencies is an important step of the estate planning process. Proper estate planning early on can eliminate most forms of loss and minimize others. Read More
1 … 8 9 10 … 12 Last »