Blog

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,…

Many residents in Ohio mistakenly believe estate planning is only for the wealthy or nearing retirement. But the truth is,…

In the realm of estate planning, a harmonious synergy between financial legacy and philanthropy has emerged through the strategic use…

As we usher in the New Year, it’s the perfect time for seniors to reflect on their well-being and plan…

Embarking on a new year, businesses in the United States are greeted by a significant milestone—the enactment of the Corporate…

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become…