Blog
The holiday season isn’t just about gifts and celebrations—it’s also an opportunity to focus on what truly matters: your family’s…
The Corporate Transparency Act (CTA), set to take effect in 2024, introduces new reporting requirements for certain entities, particularly LLCs….
As the year winds down, now is the perfect time to focus on one of the most important things you…
The executor of an estate is a vital figure responsible for settling a deceased person’s financial and legal affairs. When…
As open enrollment in Ohio continues, both for employer healthcare plans and Medicare, now is an ideal time to review…
As Veterans Day approaches, it’s vital to recognize the unique estate planning considerations for veterans and their families. Unlike civilians,…
When clients first see their completed trust document, one common question is: “Why is my trust so long?” At first…
The Great Wealth Transfer is underway, with trillions of dollars set to be passed down from one generation to the…
Creating an estate plan is a significant step toward ensuring that your wishes are carried out and your loved ones…
Probate is a legal process that handles the distribution of a deceased person’s assets, settling debts, and resolving any claims…
In today’s digital era, estate planning extends beyond managing physical assets like property or bank accounts. With our lives increasingly…
August is National Dog Month—a time when we celebrate our furry friends who greet us at the door with wagging…