If you are a resident of Blue Ash or any of the other communities we serve, a revocable living trust could be the right choice for you. As the name would imply, after you establish this type of trust, … [Read more...]
by Barry Zimmer
When you think about estate planning, you may assume that it is all about the execution of legally binding documents like wills and trusts. This is a large part of the endeavor, but the estate … [Read more...]
Our Cincinnati living trust lawyers often recommend these very useful estate planning vehicles. They provide a number of different benefits they simply would not be gained if you were to use a last … [Read more...]
Lottery winners often end up in bankruptcy. Learn how an estate planning attorney can help you avoid mistakes and plan for your newfound wealth. The article looks at ways to protect the wealth and … [Read more...]
A lucky winner recently won $320 million in the lottery. This article looks at an example of a prior winner’s mistakes. The next article in the series will examine strategies for lottery … [Read more...]
When you begin to make plans for your future, you will likely need to create more than one estate planning document. In fact, there are many documents and tools that are typically part of a … [Read more...]
Would you be interested in a way to save money for education and get tax benefits simultaneously? A 529 plan might be what you’re seeking. Find out more by reading the benefits of a 529 … [Read more...]
There are many different ways to facilitate the transfer of assets to loved ones while trying to reduce or avoid taxation that can result from the transfer of wealth. One of the possible options … [Read more...]
The new tax law brought a cap of $10,000 on federal deduction for state and local taxes. People are trying different ways to get around the cap. Some of the ways work and others could land you in hot … [Read more...]
Trusts have many uses. Perhaps the most important is that they can provide privacy at death. Garry Shandling is thought to have used a trust to provide privacy for those he left behind. Trusts for … [Read more...]
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