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Summer is here, and with it comes the excitement of travel and adventure. Whether you’re planning a relaxing beach getaway,…

June 15 marks an important day on our calendar – World Elder Abuse Awareness Day (WEAAD). This day, officially recognized…

June is Alzheimer’s & Brain Awareness Month, a time dedicated to increasing understanding and support for those affected by this…

Moving to a new state can be an exciting change, but it also raises important questions about your existing estate…

Every year, the month of May serves as a dual reminder: it’s both National Older Americans Month and National Elder…

Have you ever thought about what happens to your belongings, assets and loved ones after you’re gone? If not, you’re…

Retirement – a time of relaxation, travel, and enjoying the fruits of your labor. But for many couples, this dream…

April is National Financial Literacy Month, a time for reflection and action towards strengthening our financial acumen. While discussions often…

Just like your home, your estate plan needs a good spring cleaning every now and then. As the seasons change,…

Tax season arrives each year, bringing with it a heightened focus on finances. While meticulously filing your returns is crucial,…

Having open and honest conversations about the future, especially regarding long-term care and advanced directives, is crucial for families with…

Exciting news for Ohio residents! The IRS has announced a significant increase in the federal estate tax exemption for 2024,…