» Tax Law

100% Estate Tax Elimination with a Testamentary Charitable Lead Trust or Charitable Remainder Trust

October 15th, 2012

A testamentary charitable lead trust (CLT) or charitable remainder trust (CRT) can be used to totally eliminate estate taxes if the trust is structured properly. By including a formula and specific wording, a testamentary trust can be structured so t… Read More

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Fed & Ohio Capital Gains Tax Minimization Strategies

March 1st, 2011

Ohio capital gains taxes and federal capital gains taxes can cost your heirs a lot of money, stripping down the value of the inheritance you intended to leave behind. Many people make the mistake of gifting their home or selling it to a family member… Read More

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What to Know About STABLE Accounts in Ohio

September 12th, 2025

Families with loved ones who have disabilities often face a difficult balance: saving money for future needs while protecting eligibility for essential government benefits like Medicaid and Supplemental Security Income (SSI). An ABLE account in Ohio�… Read More

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The Benefits of A-B Trusts in Ohio

August 12th, 2025

Estate planning is about protecting the people and things you care about most. For married couples, one option that often comes up is A-B trusts (also written as A B trusts or AB trusts). These trusts are designed to help families hold onto more of t… Read More

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100% Estate Tax Elimination with a Testamentary Charitable Lead Trust or Charitable Remainder Trust

Fed & Ohio Capital Gains Tax Minimization Strategies

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