Articles

After a lifetime of building wealth, many people want to leave their hard-earned assets to the younger generations. Ideally, that wealth will last throughout their own lifetimes and beyond—but the world is rapidly changing. If you plan to leave ass… Read More

Creating an estate plan ensures your assets are distributed according to your wishes after you pass away. Depending on the estate planning tools you use, they can also protect your assets and help you plan for long-term care needs in your senior year… Read More

Estate planning is important for everyone, but it is particularly important for women. Although the social landscape has changed significantly over the last few decades, estate planning is still a critical tool for women—most notably women who work… Read More

Creating an estate plan is very important, without one, the state of Ohio’s intestacy laws will determine how your assets are distributed. There are many tools available to ensure your money, property and personal items are distributed to the appro… Read More

If you have a significant net worth, proper estate planning isn’t just desirable—it’s a must. With a comprehensive estate plan, you can minimize your estate tax liability, avoid probate and protect your beneficiaries’ inheritance. Working wit… Read More

When you’ve spent your entire life building up your wealth, the last thing you want is for your beneficiaries to have to pay taxes on their inheritance. Clients are often concerned about whether their hard-earned assets will be subject to estate or… Read More

Conservatorships are one way to protect assets when the asset owner is unable to manage them on his/her own. You may be familiar with this concept from Britney Spears’ widely publicized battle against her own conservatorship. In Ohio, conservatorsh… Read More

For single, unmarried individuals that do not have children, creating an estate plan is very important. First, if you pass away without a will, your assets will be distributed to your next of kin according to state law. If you have no living relative… Read More