» Estate Planning

A living trust, like a will, sets forth your desires regarding the distribution of your assets upon your death. Designing a trust includes choosing a successor trustee, who will perform the same role as an executor of a will, to carry out your instru… Read More

In life and in business, you must plan ahead for the unexpected. A succession plan outlines a clear path for what should happen to your company when you retire or step aside due to illness or a disability. Succession planning involves multiple compon… Read More

As a beneficiary of an Ohio trust, you have important rights protected by law. The trustee of an Ohio trust is a fiduciary charged with the responsibility of protecting and honoring those rights. What is a Beneficiary? A beneficiary is a person that… 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

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

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