Cincinnati
In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust….
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the…
WILLS, TRUSTS, HEALTH CARE directives, POWERS OF ATTORNEY, and LEGAL GUARDIAN nominations are on many of our hearts and minds…
While MOST people ASSUME only the uber wealthy NEED to WORRY about asset PROTECTION, those with LESS wealth and FEWER…
Following the DEATH of the policy HOLDER, the way in which PROCEEDS from a LIFE insurance POLICY are paid TO…
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…
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…