WILLS, TRUSTS, HEALTH CARE directives, POWERS OF ATTORNEY, and LEGAL GUARDIAN nominations are on many of our hearts and minds as COVID-19 compels us to FACE our own FRAGILITY and

While MOST people ASSUME only the uber wealthy NEED to WORRY about asset PROTECTION, those with LESS wealth and FEWER assets may be at even GREATER risk. For example, if

Today, we want to FOCUS on one of the major RISKS of not being “in the KNOW” when it comes to your PARENTS’ ESTATE planning MATTERS: the undue INFLUENCE of

Following the DEATH of the policy HOLDER, the way in which PROCEEDS from a LIFE insurance POLICY are paid TO the BENEFICIARY (or beneficiaries) is KNOWN as the SETTLEMENT option.

If YOU or your PARENTS have a RETIREMENT account, (or any investment accounts for that matter) NOW is the TIME to get CONNECTED to how those ACCOUNTS are INVESTED. While

NVESTING in LIFE INSURANCE is a foundational part of estate PLANNING. However, when naming your POLICY’S BENEFICIARIES, there are a number of MISTAKES you can make that could lead to

As you already know, the COVID-19 pandemic means nothing is BUSINESS as usual. Many states, including OHIO, have implemented a “SHELTER-IN-PLACE” order to LIMIT the SPREAD of the DISEASE. If

In many FAMILIES, MONEY still is not a typical dinner table DISCUSSION, but we think it should be. Surprisingly, this is especially true when it comes to affluent PARENTS. And,

Do your PARENTS have an estate PLAN? Is it up to DATE? No matter how RICH or POOR you or your parents are, especially in the wake of the COVID-19

With four confirmed deaths in OHIO from CORONAVIRUS, the state has taken many PRECAUTIONS to keep the numbers from rising. COLLEGES including MIAMI UNIVERSITY and UNIVERSITY OF CINCINNATI have moved

Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your loved ones upon your death. However, TRUSTS come with some

Earlier this week, we shared the first part of this series on the DANGERS of do-it-yourself estate planning. Here, we’ll look at how ONLINE legal DOCUMENTS can even put your