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...]
by Barry Zimmer
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...]
ABLE accounts provide tax benefits and flexibility to disabled people. ABLE accounts are available to those disabled before age 26. Read on to learn more about ABLE accounts and how they can be used … [Read more...]
In the field of estate planning, there are revocable trusts, and there are trusts that cannot be revoked. When you have a revocable living trust, you would act as the trustee and the beneficiary, and … [Read more...]
Requiring a prenuptial agreement before your spouse remarries can provide peace of mind and protect your spouse, your children, and their inheritance. If you leave your assets in a trust for your … [Read more...]
Giving back provides many benefits, whether in life or at death. The article explores ways of giving back and some of the tax benefits available, both during life and at death. The article provides a … [Read more...]
Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial tax benefits, by delaying Required Minimum Distributions or avoiding early withdrawal penalties. However, … [Read more...]
The Tax Cuts and Jobs Act temporarily doubled the amount which can be given free of tax. However, that amount reverts to the permanent, undoubled amount in 2026. The estate tax ordinarily includes … [Read more...]
We always emphasize the importance of personalized attention, because there is no one-size-fits-all, cookie-cutter estate plan that is right for everyone. This being stated, there is a basic framework … [Read more...]
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