Making sure that assets are distributed as intended is the primary motivation for most people to create an estate plan. That same estate plan, however, can provide a variety of additional benefits to … [Read more...] about How Estate Planning Helps Avoid Disputes
Becoming a grandparent is something many of us look forward to with great anticipation. After all, grandparents get all the benefits of children without all the responsibilities. It also offers yet … [Read more...] about Estate Planning Tips for Grandparents
In every family, there exists an Achilles heel: that one topic of conversation that can start heated debates. In some families, it is how the family business will be divided as it passes down to the … [Read more...] about Human Nature and Dividing the Family Business
Did you know there are more than 8 million children who are being raised by their grandparents? That number’s on the rise, too. AARP refers to these families as “grandfamilies” and it’s not anything … [Read more...] about When Grandma Becomes Mommy
Wealth can be difficult to accumulate, and even tougher to preserve. Legacy wealth planning is a term coined by the American Academy of Estate Planning Attorneys to describe the nuances of how one … [Read more...] about Ohio Legacy Wealth Planning Explained
When planning your estate, consider explaining in writing your own final arrangements. If you leave your last wishes unstated, then those who settle your affairs after your death have no way to honor … [Read more...] about Make Final Arrangements Part of an Ohio Estate Plan
In a blog post on July 18, I discussed some of the reasons that parents and elders are often reluctant to begin a conversation with their families about their estate planning. Here are five tips to … [Read more...] about Tips to Discuss Estate Planning with Your Parents
Many people trying to plan their own estates fail to realize that joint ownership is not always a viable estate planning solution. In fact, it's one of the riskier choices an individual can make … [Read more...] about DIY Estate Planners Beware: Joint Ownership a Risky Tactic
Financial abuse is a hidden outrage. People who have reached an advanced age certainly deserve some respect. Unfortunately, unscrupulous individuals all too often target our nation's seniors for … [Read more...] about Elder Financial Abuse: A Hidden Outrage
