Estate plans can include a number of legal instruments, including wills, powers of attorney and trusts. Choosing the right estate planning tools ensures that your assets are distributed exactly as you wish upon your death. There are primarily two typ…
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Even when you’re surrounded by loving family and friends, you may not have anyone you can trust with your finances. Whether you’re setting up a will, trust, financial power of attorney or other legal relationship, a professional fiduciary can ste…
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Estate planning enables you to distribute your assets while reducing your tax liability by taking advantage of a myriad of financial tools. One such financial tool is a charitable trust. A charitable trust allows you, your beneficiaries and a 501(c)3…
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Whether a trust is included in your estate plan, or you’ve been asked to administer a trust, it’s important to understand the duties of a trustee. Permitting someone to manage considerable sums of money, property or other assets is a serious unde…
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Bart has recently been featured in Attorney At Law magazine, discussing everything from his practice to his family life. You can see the article here.
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A great way to leave a legacy is to provide for a charity during your lifetime and/or after you pass away. There are many options available to accomplish this. Providing for a charity upon death can be as simple as designating the organization as a b…
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CLEVELAND ESTATE PLANNING ATTORNEY If your parents make a simple, one-time request, you should not run into too much trouble when you go to fulfill it. If your parents’ financial requests are numerous, or will be numerous, however, constantly actin…
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OHIO ESTATE PLANNING INFORMATION As you contemplate your estate plan, you may wonder whether there is a way to invest in the future or to help others live the kind of life you enjoyed. In estate planning, we call these types of devises legacy gifts.…
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OHIO ESTATE PLANNING INFORMATION Why Do You Want to Make a Large Gift to Your Children? The first step in planning to make a large gift for your children is to consider your motivations for doing so. Are you trying to minimize your exposure to taxes,…
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CLEVELAND ESTATE PLANNING LAWYER According to the Center for Disease Control, over one-third of all Americans suffer from chronic illness. If you or someone you love is one of these Americans, you should know that chronic illness can impact an indivi…
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