There are custodial accounts that can be set up for minor children if you want to save money on their behalf for college or general purposes. The Uniform Gifts to Minors Act (UGMA) was originally … [Read more...] about What Is a UGMA Account?
We recently published a post that shared the results of the 2022 Caring.com estate planning survey. It asked American adults if they have wills or trusts in place, and two out of three of them do not. … [Read more...] about Don’t Blow Estate Planning Out of Proportion
The term “asset protection” can apply to different types of concerns. There is the matter of legal actions that can be initiated by creditors and other litigants, and this is what most people think … [Read more...] about Asset Protection for High-Net-Worth Individuals
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make … [Read more...] about What Everyone Should Know about the New FDIC Regulations
If you are looking for a trust lawyer in Loveland, OH, you have landed in the right place. We proudly serve this very special place, and we greatly value the relationships with locals that we have … [Read more...] about Zimmer Law Firm: Loveland, OH Trust Lawyers
The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of levels. Imagine the surprise of a recently relocated retiree who discovers that … [Read more...] about State Income Taxation of Social Security Benefits
If you live in Montgomery, Ohio a trust lawyer can help you make the right choices so you can provide for all of your loved ones in the ideal manner. As a layperson, you would not be aware of all of … [Read more...] about Montgomery, OH Trust Lawyers Can Explain Your Options
A lot of people think that they are done with the estate planning process when they finally take the time to draw up a simple will. This is common among those that think that do-it-yourself estate … [Read more...] about Is Your Estate Plan Lacking Important Information?
Intestacy is the condition of passing away without any estate planning documents at all. The vast majority of American adults do not have estate plans in place, so intestacy is not uncommon in the big … [Read more...] about The Prince Intestate Estate Case Has Been Closed
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the … [Read more...] about Using Entities in Estate Planning