There are challenges that many senior citizens face as the years pass. Loneliness is certainly one of them. When you are retired, you do not have regular interactions with coworkers on a daily basis. … [Read more...]
by Barry Zimmer
TOD (Transfer on Death) designations, POD (Pay on Death) designations, and beneficiary designations can be useful in the right circumstances. Each of these tools allows for an automatic transfer to … [Read more...]
Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to avoid in selecting an Agent. Read on to … [Read more...]
There is much more to the process of estate planning than the simple creation of a last will. It is important to understand all the facts so you can make the right decisions. In fact, in most cases, a … [Read more...]
Many people hear the term “trust” and they envision a total loss of control over assets that have been conveyed into the device. In reality, this is not the case with all trusts, because they come in … [Read more...]
An AB trust is a legal device that has become much less commonly utilized than it was in the past. In order to understand the value of an AB trust, you need to digest some background information about … [Read more...]
As we turn the page and bid farewell to 2018, we look forward to 2019. This article summarizes the major changes for 2019, both in the tax area and in other areas. Read on to learn more. Turning … [Read more...]
Estate Planning addresses many concerns, not just taxes. It can protect beneficiaries from their own creditors, provide divorce and remarriage protection, and protect the benefits of children with … [Read more...]
It can sometimes be difficult for people to understand why a particular course of action is better than another. This being stated, when clients in Cincinnati ask us questions about revocable living … [Read more...]
If you were to die without a will or a trust, the condition of intestacy would exist. The probate court would get involved, and assets would be distributed according to intestate laws of succession. … [Read more...]
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