Every year, Caring.com conducts research to get a feel for the estate planning preparedness of American adults. This year’s results have been released, and as usual, they are disappointing. Two out … [Read more...] about New Caring.com Estate Planning Survey Yields Dismal Results
There are many different types of trusts that can be used when you are planning your estate. This is one of the reasons why you should work with an attorney to develop your plan, because there is no … [Read more...] about Five Unusual Trusts You May Not Know About
You may assume that your loved ones will have some significant taxes to pay when they receive their inheritances. A lot of people have heard of the estate tax, and the term “inheritance tax” is thrown … [Read more...] about The Good News About Taxes on Inheritances
As Loveland OH trust lawyers, we find that clients have many of the same questions, so we have an understanding of their areas of concern. With this in mind, we are going to share a hypothetical … [Read more...] about A Conversation with a Loveland OH Trust Lawyer
The resources that remain in your individual retirement account at the time of your passing will become part of your estate. With this in mind, you should understand the rules that are in place … [Read more...] about What Are the Rules for Inherited IRAs?
When you are planning your estate, you may be concerned about the estate tax and the impact it can have on your legacy. Fortunately, it will not apply to most estates because there is an exclusion … [Read more...] about How Do You Reduce Estate Tax Exposure?
People that do not understand all the facts about something will often spread inaccurate information. In many cases, little or no harm is done because the matter in question is not that … [Read more...] about Don’t Let Bad Advice Damage Your Legacy
A lot of people think that estate planning is nothing more or less than the creation of a will. You can certainly use a simple will to state your final wishes, but in many cases, it is not the right … [Read more...] about You Need a Living Trust If You Own Property Out of State
People tend to make New Year’s resolutions when the end of the year arrives. In some cases, they will resolve to lose weight, begin an exercise program, or quit smoking. Self-improvement commitments … [Read more...] about Take Estate Planning Action in 2022
Many people have some misconceptions about trusts. One of them is the idea that a trust is a singular option, and you transfer assets out of your name when you establish a trust. The first thing to … [Read more...] about Are Assets in a Living Trust Protected?