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If YOU or your PARENTS have a RETIREMENT account, (or any investment accounts for that matter) NOW is the TIME…
NVESTING in LIFE INSURANCE is a foundational part of estate PLANNING. However, when naming your POLICY’S BENEFICIARIES, there are a…
As you already know, the COVID-19 pandemic means nothing is BUSINESS as usual. Many states, including OHIO, have implemented a…
In many FAMILIES, MONEY still is not a typical dinner table DISCUSSION, but we think it should be. Surprisingly, this…
Do your PARENTS have an estate PLAN? Is it up to DATE? No matter how RICH or POOR you or…
With four confirmed deaths in OHIO from CORONAVIRUS, the state has taken many PRECAUTIONS to keep the numbers from rising….
Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your…
Earlier this week, we shared the first part of this series on the DANGERS of do-it-yourself estate planning. Here, we’ll…
Do a Google search for “ONLINE estate PLANNING documents,” and you’ll find dozens of different WEBSITES. From Legal Zoom® and…
LIFETIME ASSET PROTECTION TRUSTS are primarily designed to PROTECT your LOVED ONES and their INHERITANCE from much more common THREATS,…
A last will and testament can ensure your wishes are respected when you die. But, if your will isn’t legally…
As you already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a…