» Trust Administration

Is a Charitable Trust Right for You?

Estate planning ensures your assets are distributed according to your wishes. While traditional wills and trusts are common tools for managing your estate, charitable trusts offer an alternative approach that allows you to support the causes you care… Read More
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How Business Owners Can Protect Assets with Trusts

Running a business comes with its fair share of risks. Lawsuits and creditors can wipe out hard-earned assets—both personal and private, depending on your business structure—in one fell swoop. If you’re a business owner, asset protection and co… Read More
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What Kind of Expenses Can a Special Needs Trust Cover?

People with serious disabilities often need additional financial resources to support and enhance their quality of life. Fortunately, both the State of Ohio and the federal government provide means-tested benefits to support low-income individuals wi… Read More
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Estate Planning for High-Net-Worth Individuals

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
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The Option to Dissolve: Understanding Revocable Living Trusts

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… Read More
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Setting Up a Charitable Trust

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… Read More
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Basic Duties of a Trustee

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… Read More
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