Changing Roles: When Should the Parent Hand Financial Responsibility to a Son or Daughter?

CLEVELAND ESTATE PLANNING LAWYER As your parent ages, it can be a good idea for you to take over your parent’s finances, but when is the right time to do so? If you approach your parent too soon, you risk insulting them, and if you wait too long, y… Read More
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Charitable Lead Trusts & Bargain Sales

CLEVELAND ESTATE PLANNING ATTORNEY During this economic decline, charitable lead trusts have become almost fashionable. Last year, the New York Times ran a story detailing the estate plans of Jacqueline Kennedy Onassis, praising her use of the charit… Read More
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Who Needs an Estate Plan in Ohio?

OHIO ESTATE PLANNING ATTORNEY Estate planning is a crucial part of your financial plan. With it you are able to determine how and who manages your assets in the event of your death or if you are unable to manage them on your own. Everyone can benefit… Read More
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Ohio Estate Planning: Real Property Transfers

If you’re like most individuals, real property is a significant portion of your estate—it may even be the single largest asset you own. You want to enjoy and protect your property, but you also want to make sure your property is transferred a… Read More
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Estate Tax: When and How to Be Prepared

CLEVELAND ESTATE PLANNING ATTORNEY In June 2010, Dan Duncan, a Texas billionaire and the 74th richest person in the world at the time of his death, made the pages of the New York Times for becoming the first American not to pay estate taxes in almost… Read More
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How Can You Avoid Probate?

CLEVELAND PROBATE ATTORNEY The concept for avoiding probate is relatively simple for those who plan ahead; in practice, however, it can much more difficult. The trick is to make sure all of your property will pass to another person automatically upon… Read More
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When and Why to Revisit a Will

CLEVELAND ESTATE PLANNING ATTORNEY One of the basic steps in estate planning is the establishment of a will. This relatively short and inexpensive process, involving personal family questions, decisions, and analysis of property and assets is a key d… Read More
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How to Find Trustworthy Investment Advice

CLEVELAND, OH ESTATE PLANNING ATTORNEY Even the most experienced of investors may struggle with building a solid investment portfolio that yields consistent returns. Those that don’t have the time or inclination to study the financial markets 8 hou… Read More
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