The holiday season isn’t just about gifts and celebrations—it’s also an opportunity to focus on what truly matters: your family’s future. With loved ones gathered, it’s a perfect time to consider adding an estate plan to your holiday priorities.

The Corporate Transparency Act (CTA), set to take effect in 2024, introduces new reporting requirements for certain entities, particularly LLCs. This law is designed to help prevent money laundering, fraud, and other financial crimes by requiring LLCs to disclose ownership information to the U.S. Treasury Department. The CTA is especially significant for family businesses and individuals with complex estate plans involving LLCs, as it directly impacts how ownership information is reported and stored.

As the year winds down, now is the perfect time to focus on one of the most important things you can do for your future: plan your estate. Whether you’re starting fresh or revisiting an existing plan, these five simple steps will help you stay on track before the New Year begins.

As open enrollment in Ohio continues, both for employer healthcare plans and Medicare, now is an ideal time to review not only your healthcare coverage but also how it fits into your long-term estate planning goals. Health coverage decisions today can make a significant difference in the years to come, especially when you consider how they intersect with long-term care needs. Here in Ohio, I often see clients who hadn’t thought about how their health choices today might affect their estate in the future.

Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations.

It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child is properly handled. Or sometimes, they tell me they didn’t know they needed to do anything at all.