Sometimes a holiday will trigger some wide-ranging emotions, and this can certainly apply to Thanksgiving. We get together with family members and friends and give thanks for all the good things in … [Read more...] about Thanksgiving Gratitude and Legacy Planning
When you are thinking about retirement, you may consider moving to another state for one reason or another. Many people move to places with milder weather so they can enjoy outdoor activities all year … [Read more...] about Consider Estate Taxes Before You Choose a Retirement Spot
We are sometimes approached by people that are dealing with negative situations that were caused by estate planning mistakes. In this post, we will look at five of these errors that are commonly made … [Read more...] about You Can’t Afford to Make These Five Estate Planning Mistakes
Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43 demonstrated how it’s important to have at least a basic estate plan in place even … [Read more...] about Chadwick Boseman Demonstrates the Importance of Planning
There are variations that fall under both umbrellas, but there are essentially two different types of trusts: revocable and irrevocable trusts. The names are pretty much self-explanatory. You can … [Read more...] about When Should You Use an Irrevocable Trust?
One of the reasons why it is wise to discuss your estate planning objectives with an attorney is because there are many different legal devices that can be used. As a layperson, there is no reason why … [Read more...] about Three Trusts That Fly Under the Radar
Before the pandemic, Americans were more mobile than ever. When you move, you have to change your address, your voter registration, and all sorts of other things. But, do you need to revise your … [Read more...] about Will Your Estate Plan Still Work If You Move?
You may have heard about the existence of an Ohio estate tax at some point in time. If you are under the impression that this is a tax that you should be concerned about, we have some good news to … [Read more...] about Is There an Ohio Estate Tax?
You may have concerns about leaving a direct, lump-sum inheritance to a loved one that is not a very effective money manager. This person may have turned to you when they were having financial … [Read more...] about A Living Trust Can Provide Safeguards
It is possible to take a legacy-conscious approach when you are developing your estate plan. There are certain things that you can do to shape the way that you will be remembered after you are gone, … [Read more...] about Consider These Legacy Planning Possibilities